IA
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IFP Advisors’s GraniteShares Gold Shares BAR Stock Holding History

IFP 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 		$266K Buy
5,765
+155
+3% +$7.44K 0.01% 1250
2025
Q4 		$238K Sell
5,610
-71
-1% -$2.9K 0.01% 1275
2025
Q3 		$216K Buy
5,681
+604
+12% +$20.6K 0.01% 1244
2025
Q2 		$166K Buy
5,077
+333
+7% +$10.8K ﹤0.01% 1363
2025
Q1 		$146K Hold
4,744
– – ﹤0.01% 1318
2024
Q4 		$123K Sell
4,744
-390
-8% -$10.2K ﹤0.01% 1364
2024
Q3 		$133K Buy
5,134
+48
+0.9% +$1.17K ﹤0.01% 1284
2024
Q2 		$117K Sell
5,086
-776
-13% -$17.9K ﹤0.01% 1301
2024
Q1 		$129K Sell
5,862
-7,826
-57% -$160K 0.01% 1184
2023
Q4 		$279K Buy
13,688
+950
+7% +$18.6K 0.01% 802
2023
Q3 		$233K Sell
12,738
-7,910
-38% -$151K 0.01% 900
2023
Q2 		$393K Buy
20,648
+5,097
+33% +$99.8K 0.02% 741
2023
Q1 		$2.01M Sell
15,551
-39,990
-72% -$749K 0.09% 230
2022
Q4 		$7.18M Buy
55,541
+35,287
+174% +$605K 0.19% 98
2022
Q3 		$2.62M Sell
20,254
-34,499
-63% -$590K 0.07% 316
2022
Q2 		$7.08M Hold
54,753
– – 0.23% 96
2022
Q1 		$7.08M Buy
54,753
+53,715
+5,175% +$1M 0.23% 96
2021
Q4 		$19K Hold
1,038
– – ﹤0.01% 1961
2021
Q3 		$19K Hold
1,038
– – ﹤0.01% 2002
2021
Q2 		$19K Sell
1,038
-50
-5% -$901 ﹤0.01% 1949
2021
Q1 		$19K Buy
+1,088
New +$19.4K ﹤0.01% 1872

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