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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
Q2 		$228K Hold
5,765
– – ﹤0.01% 1444
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 $1.55T AUM 33.47% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
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
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IFP Advisors's BAR Position: Q2 2026 in Review

IFP Advisors held its GraniteShares Gold Shares (BAR) position steady in Q2 2026 at 5,765 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

IFP Advisors first reported a position in BAR in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.18M in Q4 2022. 171 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • IFP Advisors held 5,765 shares of GraniteShares Gold Shares worth $228K as of Q2 2026.
  • IFP Advisors left its GraniteShares Gold Shares share count unchanged in Q2 2026.
  • GraniteShares Gold Shares made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1444 holding.
  • IFP Advisors first reported a position in GraniteShares Gold Shares in Q1 2021 and has held it in 22 quarters since.
  • IFP Advisors's GraniteShares Gold Shares position peaked at $7.18M in Q4 2022.
  • 171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.