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FSA Investment Group’s GraniteShares Gold Shares BAR Stock Holding History

FSA Investment 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 		$4.27M Buy
92,609
+34,205
+59% +$1.64M 1.72% 6
2025
Q4 		$2.48M Buy
58,404
+590
+1% +$24.1K 1.51% 5
2025
Q3 		$2.2M Buy
+57,814
New +$1.97M 1.37% 5

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

FSA Investment Group's BAR Position: Q1 2026 in Review

FSA Investment Group increased its GraniteShares Gold Shares (BAR) stake by 59% in Q1 2026, buying an estimated $1.64M and bringing the position to 92,609 shares worth $4.27M. The position accounts for 1.72% of the portfolio, ranked #6.

FSA Investment Group first reported a position in BAR in Q3 2025 and has held it in 3 quarters since. 176 funds tracked by Wall St. Rank hold BAR as of Q1 2026.

  • FSA Investment Group held 92,609 shares of GraniteShares Gold Shares worth $4.27M as of Q1 2026.
  • FSA Investment Group bought 34,205 GraniteShares Gold Shares shares in Q1 2026, an estimated $1.64M.
  • GraniteShares Gold Shares made up 1.72% of FSA Investment Group's portfolio in Q1 2026, its #6 holding.
  • FSA Investment Group first reported a position in GraniteShares Gold Shares in Q3 2025 and has held it in 3 quarters since.
  • 176 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2026.

Based on FSA Investment Group's 13F filing for Q1 2026, filed 22 Apr 2026.