EFS
BAR icon

Essex Financial Services’s GraniteShares Gold Shares BAR Stock Holding History

Essex Financial Services’s Portfolio BAR Stock Details BAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$692K Sell
15,011
-410
-3% -$19.7K 0.04% 366
2025
Q4 		$655K Sell
15,421
-60
-0.4% -$2.46K 0.04% 380
2025
Q3 		$589K Sell
15,481
-146
-0.9% -$4.98K 0.04% 383
2025
Q2 		$510K Sell
15,627
-610
-4% -$19.8K 0.03% 405
2025
Q1 		$501K Buy
16,237
+50
+0.3% +$1.41K 0.04% 379
2024
Q4 		$419K Sell
16,187
-1,036
-6% -$27.2K 0.03% 415
2024
Q3 		$467K Sell
17,223
-20
-0.1% -$489 0.03% 392
2024
Q2 		$412K Sell
17,243
-296
-2% -$6.84K 0.03% 409
2024
Q1 		$385K Buy
17,539
+308
+2% +$6.31K 0.04% 372
2023
Q4 		$351K Buy
17,231
+238
+1% +$4.65K 0.04% 366
2023
Q3 		$311K Sell
16,993
-159
-0.9% -$3.03K 0.04% 365
2023
Q2 		$326K Buy
17,152
+293
+2% +$5.74K 0.04% 350
2023
Q1 		$329K Buy
16,859
+1,642
+11% +$30.8K 0.03% 357
2022
Q4 		$274K Buy
15,217
+591
+4% +$10.1K 0.03% 376
2022
Q3 		$241K Buy
14,626
+700
+5% +$12K 0.03% 389
2022
Q2 		$249K Buy
13,926
+2,451
+21% +$45.5K 0.03% 411
2022
Q1 		$220K Buy
+11,475
New +$214K 0.02% 451

Other funds holding BAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Essex Financial Services's BAR Position: Q1 2026 in Review

Essex Financial Services reduced its GraniteShares Gold Shares (BAR) stake by 2.7% in Q1 2026, selling an estimated $19.7K and leaving 15,011 shares worth $692K. The position accounts for 0.04% of the portfolio, ranked #366.

Essex Financial Services first reported a position in BAR in Q1 2022 and has held it in 17 quarters since. 176 funds tracked by Wall St. Rank hold BAR as of Q1 2026.

  • Essex Financial Services held 15,011 shares of GraniteShares Gold Shares worth $692K as of Q1 2026.
  • Essex Financial Services sold 410 GraniteShares Gold Shares shares in Q1 2026, an estimated $19.7K.
  • GraniteShares Gold Shares made up 0.04% of Essex Financial Services's portfolio in Q1 2026, its #366 holding.
  • Essex Financial Services first reported a position in GraniteShares Gold Shares in Q1 2022 and has held it in 17 quarters since.
  • 176 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.