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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
Q2 		$4.92M Buy
124,487
+31,878
+34% +$1.42M 1.6% 6
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 $1.55T 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

FSA Investment Group's BAR Position: Q2 2026 in Review

FSA Investment Group increased its GraniteShares Gold Shares (BAR) stake by 34% in Q2 2026, buying an estimated $1.42M and bringing the position to 124,487 shares worth $4.92M. The position accounts for 1.6% of the portfolio, ranked #6.

FSA Investment Group first reported a position in BAR in Q3 2025 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • FSA Investment Group held 124,487 shares of GraniteShares Gold Shares worth $4.92M as of Q2 2026.
  • FSA Investment Group bought 31,878 GraniteShares Gold Shares shares in Q2 2026, an estimated $1.42M.
  • GraniteShares Gold Shares made up 1.6% of FSA Investment Group's portfolio in Q2 2026, its #6 holding.
  • FSA Investment Group first reported a position in GraniteShares Gold Shares in Q3 2025 and has held it in 4 quarters since.
  • 172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on FSA Investment Group's 13F filing for Q2 2026, filed 20 Jul 2026.