Fairvoy Private Wealth
BAR icon

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
Q3 		$203K Buy
+4,952
New +$208K 0.04% 204
2026
Q2 		– Sell
-4,952
Closed -$228K – 207
2026
Q1 		$228K Buy
+4,952
New +$238K 0.05% 189

Other funds holding BAR

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Brandywine Oak Private Wealth
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return
Lake Street Private Wealth
Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return
China Universal Asset Management Company
China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Nations Financial Group
Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
Brendel Financial Advisors
Brendel Financial Advisors Hanover, New Hampshire $220M AUM 32.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Fairvoy Private Wealth's BAR Position: Q3 2026 in Review

Fairvoy Private Wealth opened a new position in GraniteShares Gold Shares (BAR) in Q3 2026: 4,952 shares worth $203K. The stake represents 0.04% of the portfolio and ranks #204 among its holdings. This is a return to the name: Fairvoy Private Wealth previously reported a position in BAR as recently as Q1 2026.

Fairvoy Private Wealth first reported a position in BAR in Q1 2026 and has held it in 2 quarters since. The position peaked at $228K in Q1 2026. 121 funds tracked by Wall St. Rank hold BAR as of Q3 2026.

  • Fairvoy Private Wealth held 4,952 shares of GraniteShares Gold Shares worth $203K as of Q3 2026.
  • GraniteShares Gold Shares was a new Fairvoy Private Wealth position in Q3 2026.
  • GraniteShares Gold Shares made up 0.04% of Fairvoy Private Wealth's portfolio in Q3 2026, its #204 holding.
  • Fairvoy Private Wealth first reported a position in GraniteShares Gold Shares in Q1 2026 and has held it in 2 quarters since.
  • Fairvoy Private Wealth's GraniteShares Gold Shares position peaked at $228K in Q1 2026.
  • 121 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2026.

Based on Fairvoy Private Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.