FGG
BAR icon

Financial Guidance Group’s GraniteShares Gold Shares BAR Stock Holding History

Financial Guidance Group’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 		$1.11M Sell
27,979
-890
-3% -$39.5K 0.41% 44
2026
Q1 		$1.33M Sell
28,869
-100
-0.3% -$4.8K 0.54% 40
2025
Q4 		$1.23M Sell
28,969
-328
-1% -$13.4K 0.5% 41
2025
Q3 		$1.12M Sell
29,297
-206
-0.7% -$7.03K 0.5% 40
2025
Q2 		$963K Sell
29,503
-21,638
-42% -$701K 0.47% 44
2025
Q1 		$1.58M Sell
51,141
-1,382
-3% -$39.1K 0.85% 32
2024
Q4 		$1.36M Sell
52,523
-6,543
-11% -$172K 0.74% 32
2024
Q3 		$1.53M Sell
59,066
-4,671
-7% -$114K 0.9% 31
2024
Q2 		$1.46M Buy
63,737
+5,499
+9% +$127K 0.9% 28
2024
Q1 		$1.28M Buy
58,238
+3,550
+6% +$72.7K 0.83% 25
2023
Q4 		$1.12M Buy
54,688
+9,475
+21% +$185K 0.77% 25
2023
Q3 		$826K Buy
45,213
+4,450
+11% +$84.8K 0.62% 25
2023
Q2 		$775K Buy
40,763
+7,875
+24% +$154K 0.57% 26
2023
Q1 		$642K Buy
32,888
+5,600
+21% +$105K 0.49% 27
2022
Q4 		$493K Buy
27,288
+5,213
+24% +$89.4K 0.4% 30
2022
Q3 		$364K Buy
+22,075
New +$378K 0.29% 38

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

Financial Guidance Group's BAR Position: Q2 2026 in Review

Financial Guidance Group reduced its GraniteShares Gold Shares (BAR) stake by 3.1% in Q2 2026, selling an estimated $39.5K and leaving 27,979 shares worth $1.11M. The position accounts for 0.41% of the portfolio, ranked #44.

Financial Guidance Group first reported a position in BAR in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.58M in Q1 2025. 171 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Financial Guidance Group held 27,979 shares of GraniteShares Gold Shares worth $1.11M as of Q2 2026.
  • Financial Guidance Group sold 890 GraniteShares Gold Shares shares in Q2 2026, an estimated $39.5K.
  • GraniteShares Gold Shares made up 0.41% of Financial Guidance Group's portfolio in Q2 2026, its #44 holding.
  • Financial Guidance Group first reported a position in GraniteShares Gold Shares in Q3 2022 and has held it in 16 quarters since.
  • Financial Guidance Group's GraniteShares Gold Shares position peaked at $1.58M in Q1 2025.
  • 171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.