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GWN Securities’s GraniteShares Gold Shares BAR Stock Holding History

GWN Securities’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
Q2 		– Sell
-7,052
Closed -$221K – 423
2025
Q1 		$221K Buy
+7,052
New +$199K 0.01% 656

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

GWN Securities's BAR Position: Q2 2025 in Review

GWN Securities sold out of GraniteShares Gold Shares (BAR) in Q2 2025, closing a stake of 7,052 shares — an estimated $221K sold.

GWN Securities first reported a position in BAR in Q1 2025 and held it in 1 quarter. The position peaked at $221K in Q1 2025. 134 funds tracked by Wall St. Rank hold BAR as of Q2 2025.

  • GWN Securities reported no remaining GraniteShares Gold Shares position as of Q2 2025 after selling out during the quarter.
  • GWN Securities sold 7,052 GraniteShares Gold Shares shares in Q2 2025, an estimated $221K.
  • GWN Securities first reported a position in GraniteShares Gold Shares in Q1 2025 and held it in 1 quarter.
  • GWN Securities's GraniteShares Gold Shares position peaked at $221K in Q1 2025.
  • 134 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.