Harbour Investments’s GraniteShares Gold Shares BAR Stock Holding History

Harbour Investments’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	$160K	Sell	4,042 -80	-2%	-$3.55K	﹤0.01%	1724
2026 Q1	$190K	Hold	4,122	–	–	﹤0.01%	1566
2025 Q4	$175K	Hold	4,122	–	–	﹤0.01%	1347
2025 Q3	$157K	Buy	4,122 +1,400	+51%	+$47.8K	﹤0.01%	1349
2025 Q2	$88.8K	Hold	2,722	–	–	﹤0.01%	1559
2025 Q1	$83.9K	Buy	2,722 +80	+3%	+$2.26K	﹤0.01%	1519
2024 Q4	$68.4K	Hold	2,642	–	–	﹤0.01%	1561
2024 Q3	$68.6K	Sell	2,642 -10	-0.4%	-$245	﹤0.01%	1509
2024 Q2	$60.9K	Hold	2,652	–	–	﹤0.01%	1473
2024 Q1	$58.2K	Buy	2,652 +10	+0.4%	+$205	﹤0.01%	1458
2023 Q4	$53.9K	Hold	2,642	–	–	﹤0.01%	1431
2023 Q3	$48.3K	Hold	2,642	–	–	﹤0.01%	1365
2023 Q2	$50.2K	Buy	2,642 +380	+17%	+$7.44K	﹤0.01%	1361
2023 Q1	$44.1K	Hold	2,262	–	–	﹤0.01%	1408
2022 Q4	$40.8K	Hold	2,262	–	–	﹤0.01%	1378
2022 Q3	$41K	Hold	2,262	–	–	﹤0.01%	1339
2022 Q2	$41K	Buy	+2,262	New	+$42K	﹤0.01%	1339

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 22.96% 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

Harbour Investments's BAR Position: Q2 2026 in Review

Harbour Investments reduced its GraniteShares Gold Shares (BAR) stake by 1.9% in Q2 2026, selling an estimated $3.55K and leaving 4,042 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

Harbour Investments first reported a position in BAR in Q2 2022 and has held it in 17 quarters since. The position peaked at $190K in Q1 2026. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

Harbour Investments held 4,042 shares of GraniteShares Gold Shares worth $160K as of Q2 2026.
Harbour Investments sold 80 GraniteShares Gold Shares shares in Q2 2026, an estimated $3.55K.
GraniteShares Gold Shares made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1724 holding.
Harbour Investments first reported a position in GraniteShares Gold Shares in Q2 2022 and has held it in 17 quarters since.
Harbour Investments's GraniteShares Gold Shares position peaked at $190K in Q1 2026.
172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.