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Frank Rimerman Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Frank Rimerman Advisors’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 		$242K Hold
6,121
– – 0.01% 562
2026
Q1 		$282K Hold
6,121
– – 0.02% 515
2025
Q4 		$260K Hold
6,121
– – 0.02% 540
2025
Q3 		$233K Buy
+6,121
New +$209K 0.01% 546

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

Frank Rimerman Advisors's BAR Position: Q2 2026 in Review

Frank Rimerman Advisors held its GraniteShares Gold Shares (BAR) position steady in Q2 2026 at 6,121 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #562.

Frank Rimerman Advisors first reported a position in BAR in Q3 2025 and has held it in 4 quarters since. The position peaked at $282K in Q1 2026. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Frank Rimerman Advisors held 6,121 shares of GraniteShares Gold Shares worth $242K as of Q2 2026.
  • Frank Rimerman Advisors left its GraniteShares Gold Shares share count unchanged in Q2 2026.
  • GraniteShares Gold Shares made up 0.01% of Frank Rimerman Advisors's portfolio in Q2 2026, its #562 holding.
  • Frank Rimerman Advisors first reported a position in GraniteShares Gold Shares in Q3 2025 and has held it in 4 quarters since.
  • Frank Rimerman Advisors's GraniteShares Gold Shares position peaked at $282K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.