BPI
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BFC Planning, Inc.’s GraniteShares Gold Shares BAR Stock Holding History

BFC Planning, Inc.’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
Q3 		$498K Sell
12,182
-585
-5% -$24.6K 0.02% 595
2026
Q2 		$505K Buy
12,767
+2,421
+23% +$108K 0.02% 606
2026
Q1 		$477K Buy
10,346
+2,038
+25% +$97.8K 0.02% 583
2025
Q4 		$353K Buy
+8,308
New +$340K 0.02% 660

Other funds holding BAR

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Brandywine Oak Private Wealth
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return
Lake Street Private Wealth
Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return
China Universal Asset Management Company
China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Nations Financial Group
Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

BFC Planning, Inc.'s BAR Position: Q3 2026 in Review

BFC Planning, Inc. reduced its GraniteShares Gold Shares (BAR) stake by 4.6% in Q3 2026, selling an estimated $24.6K and leaving 12,182 shares worth $498K. The position accounts for 0.02% of the portfolio, ranked #595.

BFC Planning, Inc. first reported a position in BAR in Q4 2025 and has held it in 4 quarters since. The position peaked at $505K in Q2 2026. 147 funds tracked by Wall St. Rank hold BAR as of Q3 2026.

  • BFC Planning, Inc. held 12,182 shares of GraniteShares Gold Shares worth $498K as of Q3 2026.
  • BFC Planning, Inc. sold 585 GraniteShares Gold Shares shares in Q3 2026, an estimated $24.6K.
  • GraniteShares Gold Shares made up 0.02% of BFC Planning, Inc.'s portfolio in Q3 2026, its #595 holding.
  • BFC Planning, Inc. first reported a position in GraniteShares Gold Shares in Q4 2025 and has held it in 4 quarters since.
  • BFC Planning, Inc.'s GraniteShares Gold Shares position peaked at $505K in Q2 2026.
  • 147 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.