IFWM
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Institute for Wealth Management’s GraniteShares Gold Shares BAR Stock Holding History

Institute for Wealth Management’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
-9,767
Closed -$415K – 550
2025
Q4 		$415K Buy
9,767
+236
+2% +$9.66K 0.04% 351
2025
Q3 		$363K Buy
9,531
+2,742
+40% +$93.6K 0.04% 402
2025
Q2 		$222K Buy
6,789
+159
+2% +$5.15K 0.02% 515
2025
Q1 		$204K Buy
+6,630
New +$188K 0.03% 506
2023
Q1 		– Sell
-13,114
Closed -$237K – 453
2022
Q4 		$237K Sell
13,114
-83
-0.6% -$1.42K 0.05% 397
2022
Q3 		$217K Sell
13,197
-215
-2% -$3.68K 0.05% 409
2022
Q2 		$240K Sell
13,412
-2,522
-16% -$46.8K 0.05% 449
2022
Q1 		$306K Buy
15,934
+18
+0.1% +$336 0.05% 421
2021
Q4 		$289K Sell
15,916
-1,125
-7% -$20.1K 0.05% 385
2021
Q3 		$297K Hold
17,041
– – 0.05% 379
2021
Q2 		$300K Sell
17,041
-18
-0.1% -$325 0.05% 374
2021
Q1 		$290K Hold
17,059
– – 0.06% 367
2020
Q4 		$322K Sell
17,059
-21
-0.1% -$392 0.06% 335
2020
Q3 		$320K Buy
+17,080
New +$325K 0.07% 306

Other funds holding BAR

Bank of America
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
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 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Rockefeller Capital Management
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

Institute for Wealth Management's BAR Position: Q1 2026 in Review

Institute for Wealth Management sold out of GraniteShares Gold Shares (BAR) in Q1 2026, closing a stake of 9,767 shares — an estimated $415K sold.

Institute for Wealth Management first reported a position in BAR in Q3 2020 and held it in 14 quarters. The position peaked at $415K in Q4 2025. 176 funds tracked by Wall St. Rank hold BAR as of Q1 2026.

  • Institute for Wealth Management reported no remaining GraniteShares Gold Shares position as of Q1 2026 after selling out during the quarter.
  • Institute for Wealth Management sold 9,767 GraniteShares Gold Shares shares in Q1 2026, an estimated $415K.
  • Institute for Wealth Management first reported a position in GraniteShares Gold Shares in Q3 2020 and held it in 14 quarters.
  • Institute for Wealth Management's GraniteShares Gold Shares position peaked at $415K in Q4 2025.
  • 176 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.