Fidelity Investments
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Fidelity Investments’s GraniteShares Gold Shares BAR Stock Holding History

Fidelity Investments’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 		$127K Buy
3,213
+124
+4% +$5.51K ﹤0.01% 3867
2026
Q1 		$142K Sell
3,089
-862
-22% -$41.4K ﹤0.01% 3646
2025
Q4 		$168K Buy
3,951
+215
+6% +$8.8K ﹤0.01% 3516
2025
Q3 		$142K Buy
3,736
+28
+0.8% +$956 ﹤0.01% 3514
2025
Q2 		$121K Buy
3,708
+1,203
+48% +$39K ﹤0.01% 3523
2025
Q1 		$77.3K Buy
2,505
+415
+20% +$11.7K ﹤0.01% 3675
2024
Q4 		$54.1K Buy
2,090
+1,365
+188% +$35.9K ﹤0.01% 3815
2024
Q3 		$18.8K Sell
725
-76
-9% -$1.86K ﹤0.01% 4201
2024
Q2 		$18.4K Buy
801
+258
+48% +$5.96K ﹤0.01% 4099
2024
Q1 		$11.9K Buy
543
+370
+214% +$7.58K ﹤0.01% 4208
2023
Q4 		$3.53K Hold
173
– – ﹤0.01% 4542
2023
Q3 		$3.16K Buy
+173
New +$3.3K ﹤0.01% 4436
2022
Q4 		– Sell
-1
Closed – – 5350
2022
Q3 		$0 Buy
+1
New +$17 ﹤0.01% 4839
2022
Q2 		– Sell
-1
Closed – – 4904
2022
Q1 		$0 Buy
+1
New +$19 ﹤0.01% 4945
2021
Q3 		– Sell
-1
Closed – – 4330
2021
Q2 		$0 Buy
+1
New +$18 ﹤0.01% 4228

Other funds holding BAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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

Fidelity Investments's BAR Position: Q2 2026 in Review

Fidelity Investments increased its GraniteShares Gold Shares (BAR) stake by 4% in Q2 2026, buying an estimated $5.51K and bringing the position to 3,213 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #3867.

Fidelity Investments first reported a position in BAR in Q2 2021 and has held it in 15 quarters since. The position peaked at $168K in Q4 2025. 171 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Fidelity Investments held 3,213 shares of GraniteShares Gold Shares worth $127K as of Q2 2026.
  • Fidelity Investments bought 124 GraniteShares Gold Shares shares in Q2 2026, an estimated $5.51K.
  • GraniteShares Gold Shares made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3867 holding.
  • Fidelity Investments first reported a position in GraniteShares Gold Shares in Q2 2021 and has held it in 15 quarters since.
  • Fidelity Investments's GraniteShares Gold Shares position peaked at $168K in Q4 2025.
  • 171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.