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
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 $1.37T 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 New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Global Retirement Partners's BAR Position: Q4 2025 in Review

Global Retirement Partners opened a new position in GraniteShares Gold Shares (BAR) in Q4 2025: 1,111 shares worth $47.2K. The stake represents ﹤0.01% of the portfolio and ranks #2390 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BAR as recently as Q1 2023.

Global Retirement Partners first reported a position in BAR in Q2 2019 and has held it in 7 quarters since. The position peaked at $96K in Q2 2019. 171 funds tracked by Wall St. Rank hold BAR as of Q4 2025.

Global Retirement Partners held 1,111 shares of GraniteShares Gold Shares worth $47.2K as of Q4 2025.
GraniteShares Gold Shares was a new Global Retirement Partners position in Q4 2025.
GraniteShares Gold Shares made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2390 holding.
Global Retirement Partners first reported a position in GraniteShares Gold Shares in Q2 2019 and has held it in 7 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 Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.