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

Inspirion 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	$1.63M	Buy	41,045 +600	+1%	+$26.7K	0.19%	52
2026 Q1	$1.87M	Hold	40,445	–	–	0.23%	44
2025 Q4	$1.72M	Buy	40,445 +5,280	+15%	+$216K	0.21%	47
2025 Q3	$913K	Sell	35,165 -10,200	-22%	-$348K	0.13%	64
2025 Q2	$1.48M	Buy	45,365 +5,350	+13%	+$173K	0.2%	52
2025 Q1	$1.23M	Buy	40,015 +350	+0.9%	+$9.9K	0.17%	53
2024 Q4	$1.04M	Buy	39,665 +4,500	+13%	+$118K	0.14%	57
2024 Q3	$913K	Buy	35,165 +7,865	+29%	+$192K	0.13%	64
2024 Q2	$627K	Buy	27,300 +16,775	+159%	+$387K	0.1%	78
2024 Q1	$231K	Buy	+10,525	New	+$216K	0.04%	133

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

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

Inspirion Wealth Advisors increased its GraniteShares Gold Shares (BAR) stake by 1.5% in Q2 2026, buying an estimated $26.7K and bringing the position to 41,045 shares worth $1.63M. The position accounts for 0.19% of the portfolio, ranked #52.

Inspirion Wealth Advisors first reported a position in BAR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.87M in Q1 2026. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

Inspirion Wealth Advisors held 41,045 shares of GraniteShares Gold Shares worth $1.63M as of Q2 2026.
Inspirion Wealth Advisors bought 600 GraniteShares Gold Shares shares in Q2 2026, an estimated $26.7K.
GraniteShares Gold Shares made up 0.19% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Inspirion Wealth Advisors first reported a position in GraniteShares Gold Shares in Q1 2024 and has held it in 10 quarters since.
Inspirion Wealth Advisors's GraniteShares Gold Shares position peaked at $1.87M in Q1 2026.
172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.