IBEX Wealth Advisors’s GraniteShares Gold Shares BAR Stock Holding History

IBEX Wealth Advisors’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	–	Sell	-32,853	Closed	-$1.52M	–	211
2026 Q1	$1.52M	Sell	32,853 -1,681	-5%	-$80.7K	0.14%	89
2025 Q4	$1.47M	Sell	34,534 -700	-2%	-$28.6K	0.14%	95
2025 Q3	$1.34M	Sell	35,234 -671	-2%	-$22.9K	0.13%	101
2025 Q2	$1.17M	Sell	35,905 -83,658	-70%	-$2.71M	0.13%	97
2025 Q1	$3.69M	Buy	+119,563	New	+$3.38M	0.49%	66

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

IBEX Wealth Advisors's BAR Position: Q2 2026 in Review

IBEX Wealth Advisors sold out of GraniteShares Gold Shares (BAR) in Q2 2026, closing a stake of 32,853 shares — an estimated $1.52M sold.

IBEX Wealth Advisors first reported a position in BAR in Q1 2025 and held it in 5 quarters. The position peaked at $3.69M in Q1 2025. 171 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

IBEX Wealth Advisors reported no remaining GraniteShares Gold Shares position as of Q2 2026 after selling out during the quarter.
IBEX Wealth Advisors sold 32,853 GraniteShares Gold Shares shares in Q2 2026, an estimated $1.52M.
IBEX Wealth Advisors first reported a position in GraniteShares Gold Shares in Q1 2025 and held it in 5 quarters.
IBEX Wealth Advisors's GraniteShares Gold Shares position peaked at $3.69M in Q1 2025.
171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.