EverSource Wealth Advisors’s GraniteShares Gold Shares BAR Stock Holding History

EverSource Wealth Advisors’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 Q3	$89.8K	Buy	+2,196	New	+$92.2K	﹤0.01%	1457

Other funds holding BAR

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Brendel Financial Advisors Hanover, New Hampshire $220M AUM 32.17% 1-Year Est. Return

EverSource Wealth Advisors's BAR Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in GraniteShares Gold Shares (BAR) in Q3 2026: 2,196 shares worth $89.8K. The stake represents ﹤0.01% of the portfolio and ranks #1457 among its holdings.

130 funds tracked by Wall St. Rank hold BAR as of Q3 2026.

EverSource Wealth Advisors held 2,196 shares of GraniteShares Gold Shares worth $89.8K as of Q3 2026.
GraniteShares Gold Shares was a new EverSource Wealth Advisors position in Q3 2026.
GraniteShares Gold Shares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #1457 holding.
130 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.