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 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 Charlotte, North Carolina $1.37T AUM 24.88% 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 $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

BOPW

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

Fidelity Investments's BAR Position: Q1 2026 in Review

Fidelity Investments reduced its GraniteShares Gold Shares (BAR) stake by 22% in Q1 2026, selling an estimated $41.4K and leaving 3,089 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #3646.

Fidelity Investments first reported a position in BAR in Q2 2021 and has held it in 14 quarters since. The position peaked at $168K in Q4 2025. 176 funds tracked by Wall St. Rank hold BAR as of Q1 2026.

Fidelity Investments held 3,089 shares of GraniteShares Gold Shares worth $142K as of Q1 2026.
Fidelity Investments sold 862 GraniteShares Gold Shares shares in Q1 2026, an estimated $41.4K.
GraniteShares Gold Shares made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3646 holding.
Fidelity Investments first reported a position in GraniteShares Gold Shares in Q2 2021 and has held it in 14 quarters since.
Fidelity Investments's GraniteShares Gold Shares position peaked at $168K in Q4 2025.
176 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.