HBW Advisory Services’s GraniteShares Gold Shares BAR Stock Holding History

HBW Advisory Services’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	$283K	Sell	7,152 -700	-9%	-$31.1K	0.03%	393
2026 Q1	$362K	Sell	7,852 -881	-10%	-$42.3K	0.04%	330
2025 Q4	$371K	Sell	8,733 -1,208	-12%	-$49.4K	0.04%	314
2025 Q3	$378K	Buy	9,941 +907	+10%	+$31K	0.04%	304
2025 Q2	$295K	Buy	9,034 +2,156	+31%	+$69.9K	0.04%	323
2025 Q1	$212K	Buy	+6,878	New	+$195K	0.03%	361
2022 Q1	–	Sell	-10,159	Closed	-$184K	–	225
2021 Q4	$184K	Buy	+10,159	New	+$181K	0.04%	256
2021 Q2	–	Sell	-12,977	Closed	-$220K	–	251
2021 Q1	$220K	Buy	+12,977	New	+$231K	0.06%	223

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

HBW Advisory Services's BAR Position: Q2 2026 in Review

HBW Advisory Services reduced its GraniteShares Gold Shares (BAR) stake by 8.9% in Q2 2026, selling an estimated $31.1K and leaving 7,152 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #393.

HBW Advisory Services first reported a position in BAR in Q1 2021 and has held it in 8 quarters since. The position peaked at $378K in Q3 2025. 171 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

HBW Advisory Services held 7,152 shares of GraniteShares Gold Shares worth $283K as of Q2 2026.
HBW Advisory Services sold 700 GraniteShares Gold Shares shares in Q2 2026, an estimated $31.1K.
GraniteShares Gold Shares made up 0.03% of HBW Advisory Services's portfolio in Q2 2026, its #393 holding.
HBW Advisory Services first reported a position in GraniteShares Gold Shares in Q1 2021 and has held it in 8 quarters since.
HBW Advisory Services's GraniteShares Gold Shares position peaked at $378K in Q3 2025.
171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.