Evanson Asset Management’s GraniteShares Gold Shares BAR Stock Holding History

Evanson Asset Management’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	$511K	Hold	11,083	–	–	0.03%	193
2025 Q4	$471K	Sell	11,083 -1,121	-9%	-$45.9K	0.03%	204
2025 Q3	$464K	Hold	12,204	–	–	0.03%	208
2025 Q2	$398K	Hold	12,204	–	–	0.02%	227
2025 Q1	$376K	Hold	12,204	–	–	0.03%	208
2024 Q4	$316K	Hold	12,204	–	–	0.02%	233
2024 Q3	$317K	Hold	12,204	–	–	0.02%	239
2024 Q2	$280K	Hold	12,204	–	–	0.02%	243
2024 Q1	$268K	Hold	12,204	–	–	0.02%	258
2023 Q4	$249K	Hold	12,204	–	–	0.02%	255
2023 Q3	$223K	Hold	12,204	–	–	0.02%	252
2023 Q2	$232K	Hold	12,204	–	–	0.02%	251
2023 Q1	$238K	Hold	12,204	–	–	0.02%	238
2022 Q4	$220K	Hold	12,204	–	–	0.02%	238
2022 Q3	$201K	Hold	12,204	–	–	0.02%	241
2022 Q2	$219K	Hold	12,204	–	–	0.02%	238
2022 Q1	$234K	Hold	12,204	–	–	0.02%	256
2021 Q4	$222K	Hold	12,204	–	–	0.02%	265
2021 Q3	$214K	Buy	+12,204	New	+$217K	0.02%	264

Other funds holding BAR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Evanson Asset Management's BAR Position: Q1 2026 in Review

Evanson Asset Management held its GraniteShares Gold Shares (BAR) position steady in Q1 2026 at 11,083 shares worth $511K. The position accounts for 0.03% of the portfolio, ranked #193.

Evanson Asset Management first reported a position in BAR in Q3 2021 and has held it in 19 quarters since. 176 funds tracked by Wall St. Rank hold BAR as of Q1 2026.

Evanson Asset Management held 11,083 shares of GraniteShares Gold Shares worth $511K as of Q1 2026.
Evanson Asset Management left its GraniteShares Gold Shares share count unchanged in Q1 2026.
GraniteShares Gold Shares made up 0.03% of Evanson Asset Management's portfolio in Q1 2026, its #193 holding.
Evanson Asset Management first reported a position in GraniteShares Gold Shares in Q3 2021 and has held it in 19 quarters since.
176 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.