Freestone Capital Holdings’s GraniteShares Gold Shares BAR Stock Holding History

Freestone Capital Holdings’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	$702K	Sell	17,764 -500	-3%	-$22.2K	0.02%	316
2026 Q1	$843K	Buy	18,264 +500	+3%	+$24K	0.03%	260
2025 Q4	$755K	Hold	17,764	–	–	0.02%	277
2025 Q3	$676K	Hold	17,764	–	–	0.02%	289
2025 Q2	$580K	Hold	17,764	–	–	0.02%	275
2025 Q1	$548K	Hold	17,764	–	–	0.02%	276
2024 Q4	$460K	Hold	17,764	–	–	0.02%	297
2024 Q3	$461K	Hold	17,764	–	–	0.02%	302
2024 Q2	$408K	Buy	+17,764	New	+$410K	0.01%	328

Other funds holding BAR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Freestone Capital Holdings's BAR Position: Q2 2026 in Review

Freestone Capital Holdings reduced its GraniteShares Gold Shares (BAR) stake by 2.7% in Q2 2026, selling an estimated $22.2K and leaving 17,764 shares worth $702K. The position accounts for 0.02% of the portfolio, ranked #316.

Freestone Capital Holdings first reported a position in BAR in Q2 2024 and has held it in 9 quarters since. The position peaked at $843K in Q1 2026. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

Freestone Capital Holdings held 17,764 shares of GraniteShares Gold Shares worth $702K as of Q2 2026.
Freestone Capital Holdings sold 500 GraniteShares Gold Shares shares in Q2 2026, an estimated $22.2K.
GraniteShares Gold Shares made up 0.02% of Freestone Capital Holdings's portfolio in Q2 2026, its #316 holding.
Freestone Capital Holdings first reported a position in GraniteShares Gold Shares in Q2 2024 and has held it in 9 quarters since.
Freestone Capital Holdings's GraniteShares Gold Shares position peaked at $843K in Q1 2026.
172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.