FPW
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Fairvoy Private Wealth’s GraniteShares Gold Shares BAR Stock Holding History

Fairvoy Private Wealth’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
Q2 		– Sell
-4,952
Closed -$228K – 207
2026
Q1 		$228K Buy
+4,952
New +$238K 0.05% 189

Other funds holding BAR

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Fairvoy Private Wealth's BAR Position: Q2 2026 in Review

Fairvoy Private Wealth sold out of GraniteShares Gold Shares (BAR) in Q2 2026, closing a stake of 4,952 shares — an estimated $228K sold.

Fairvoy Private Wealth first reported a position in BAR in Q1 2026 and held it in 1 quarter. The position peaked at $228K in Q1 2026. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Fairvoy Private Wealth reported no remaining GraniteShares Gold Shares position as of Q2 2026 after selling out during the quarter.
  • Fairvoy Private Wealth sold 4,952 GraniteShares Gold Shares shares in Q2 2026, an estimated $228K.
  • Fairvoy Private Wealth first reported a position in GraniteShares Gold Shares in Q1 2026 and held it in 1 quarter.
  • Fairvoy Private Wealth's GraniteShares Gold Shares position peaked at $228K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Fairvoy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.