Global Retirement Partners’s GraniteShares Gold Shares BAR Stock Holding History

Global Retirement Partners’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	$41.3K	Buy	+1,045	New	+$46.4K	﹤0.01%	2640
2025 Q4	$47.2K	Buy	+1,111	New	+$45.5K	﹤0.01%	2390
2023 Q2	–	Sell	-60	Closed	-$1.21K	–	3200
2023 Q1	$1.21K	Buy	+60	New	+$1.12K	﹤0.01%	2671
2022 Q3	–	Sell	-333	Closed	-$6K	–	2691
2022 Q2	$6K	Hold	333	–	–	﹤0.01%	1805
2022 Q1	$6K	Buy	+333	New	+$6.21K	﹤0.01%	1809
2020 Q4	–	Sell	-216	Closed	-$4K	–	1729
2020 Q3	$4K	Buy	+216	New	+$4.11K	﹤0.01%	1348
2019 Q4	–	Sell	-5,877	Closed	-$86K	–	1617
2019 Q3	$86K	Sell	5,877 -919	-14%	-$13.5K	0.01%	496
2019 Q2	$96K	Buy	+6,796	New	+$88.7K	0.02%	457

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 22.9% 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

Global Retirement Partners's BAR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in GraniteShares Gold Shares (BAR) in Q2 2026: 1,045 shares worth $41.3K. The stake represents ﹤0.01% of the portfolio and ranks #2640 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BAR as recently as Q4 2025.

Global Retirement Partners first reported a position in BAR in Q2 2019 and has held it in 8 quarters since. The position peaked at $96K in Q2 2019. 171 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

Global Retirement Partners held 1,045 shares of GraniteShares Gold Shares worth $41.3K as of Q2 2026.
GraniteShares Gold Shares was a new Global Retirement Partners position in Q2 2026.
GraniteShares Gold Shares made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2640 holding.
Global Retirement Partners first reported a position in GraniteShares Gold Shares in Q2 2019 and has held it in 8 quarters since.
Global Retirement Partners's GraniteShares Gold Shares position peaked at $96K in Q2 2019.
171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.