HAS
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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
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
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Rockefeller Capital Management
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
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.19B AUM 17.95% 1-Year Est. Return