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 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 $1.37T 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 New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 $1.32B AUM 20.76% 1-Year Est. Return

IBEX Wealth Advisors's BAR Position: Q1 2026 in Review

IBEX Wealth Advisors reduced its GraniteShares Gold Shares (BAR) stake by 4.9% in Q1 2026, selling an estimated $80.7K and leaving 32,853 shares worth $1.52M. The position accounts for 0.14% of the portfolio, ranked #89.

IBEX Wealth Advisors first reported a position in BAR in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.69M in Q1 2025. 176 funds tracked by Wall St. Rank hold BAR as of Q1 2026.

IBEX Wealth Advisors held 32,853 shares of GraniteShares Gold Shares worth $1.52M as of Q1 2026.
IBEX Wealth Advisors sold 1,681 GraniteShares Gold Shares shares in Q1 2026, an estimated $80.7K.
GraniteShares Gold Shares made up 0.14% of IBEX Wealth Advisors's portfolio in Q1 2026, its #89 holding.
IBEX Wealth Advisors first reported a position in GraniteShares Gold Shares in Q1 2025 and has held it in 5 quarters since.
IBEX Wealth Advisors's GraniteShares Gold Shares position peaked at $3.69M in Q1 2025.
176 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.