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

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

J.E. Simmons & Co Dallas, Texas $177M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return