Insigneo Advisory Services’s GraniteShares Gold Shares BAR Stock Holding History

Insigneo 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	–	Sell	-11,100	Closed	-$472K	–	755
2025 Q4	$472K	Buy	+11,100	New	+$454K	0.03%	383

Other funds holding BAR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $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 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Insigneo Advisory Services's BAR Position: Q1 2026 in Review

Insigneo Advisory Services sold out of GraniteShares Gold Shares (BAR) in Q1 2026, closing a stake of 11,100 shares — an estimated $472K sold.

Insigneo Advisory Services first reported a position in BAR in Q4 2025 and held it in 1 quarter. The position peaked at $472K in Q4 2025. 176 funds tracked by Wall St. Rank hold BAR as of Q1 2026.

Insigneo Advisory Services reported no remaining GraniteShares Gold Shares position as of Q1 2026 after selling out during the quarter.
Insigneo Advisory Services sold 11,100 GraniteShares Gold Shares shares in Q1 2026, an estimated $472K.
Insigneo Advisory Services first reported a position in GraniteShares Gold Shares in Q4 2025 and held it in 1 quarter.
Insigneo Advisory Services's GraniteShares Gold Shares position peaked at $472K in Q4 2025.
176 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.