FSG
BAR icon

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

Financial Strategies 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
Q1 		$213K Sell
4,625
-980
-17% -$47K 0.04% 95
2025
Q4 		$248K Sell
5,605
-608
-10% -$24.9K 0.04% 89
2025
Q3 		$245K Hold
6,213
– – 0.05% 88
2025
Q2 		$206K Sell
6,213
-1,125
-15% -$36.5K 0.04% 92
2025
Q1 		$234K Sell
7,338
-1,578
-18% -$44.6K 0.06% 91
2024
Q4 		$237K Hold
8,916
– – 0.06% 95
2024
Q3 		$233K Hold
8,916
– – 0.05% 93
2024
Q2 		$208K Sell
8,916
-1,647
-16% -$38K 0.05% 93
2024
Q1 		$245K Hold
10,563
– – 0.07% 74
2023
Q4 		$210K Sell
10,563
-958
-8% -$18.7K 0.06% 75
2023
Q3 		$219K Sell
11,521
-30,625
-73% -$584K 0.07% 73
2023
Q2 		$801K Buy
42,146
+356
+0.9% +$6.97K 0.26% 43
2023
Q1 		$815K Sell
41,790
-1,651
-4% -$30.9K 0.31% 44
2022
Q4 		$784K Sell
43,441
-6,643
-13% -$114K 0.33% 45
2022
Q3 		$825K Buy
50,084
+10,603
+27% +$181K 0.37% 46
2022
Q2 		$707K Sell
39,481
-20,100
-34% -$373K 0.3% 47
2022
Q1 		$1.14M Buy
59,581
+12,197
+26% +$227K 0.46% 26
2021
Q4 		$860K Sell
47,384
-890
-2% -$15.9K 0.35% 32
2021
Q3 		$842K Buy
48,274
+2,849
+6% +$50.6K 0.38% 30
2021
Q2 		$799K Buy
45,425
+258
+0.6% +$4.65K 0.37% 29
2021
Q1 		$767K Buy
+45,167
New +$805K 0.4% 25

Other funds holding BAR

Bank of America
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
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

Financial Strategies Group's BAR Position: Q1 2026 in Review

Financial Strategies Group reduced its GraniteShares Gold Shares (BAR) stake by 17% in Q1 2026, selling an estimated $47K and leaving 4,625 shares worth $213K. The position accounts for 0.04% of the portfolio, ranked #95.

Financial Strategies Group first reported a position in BAR in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.14M in Q1 2022. 176 funds tracked by Wall St. Rank hold BAR as of Q1 2026.

  • Financial Strategies Group held 4,625 shares of GraniteShares Gold Shares worth $213K as of Q1 2026.
  • Financial Strategies Group sold 980 GraniteShares Gold Shares shares in Q1 2026, an estimated $47K.
  • GraniteShares Gold Shares made up 0.04% of Financial Strategies Group's portfolio in Q1 2026, its #95 holding.
  • Financial Strategies Group first reported a position in GraniteShares Gold Shares in Q1 2021 and has held it in 21 quarters since.
  • Financial Strategies Group's GraniteShares Gold Shares position peaked at $1.14M in Q1 2022.
  • 176 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.