Integrated Wealth Concepts’s GraniteShares Gold Shares BAR Stock Holding History

Integrated Wealth Concepts’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	$80.4K	Buy	+2,033	New	+$90.3K	﹤0.01%	2988

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

Integrated Wealth Concepts's BAR Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in GraniteShares Gold Shares (BAR) in Q2 2026: 2,033 shares worth $80.4K. The stake represents ﹤0.01% of the portfolio and ranks #2988 among its holdings.

172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

Integrated Wealth Concepts held 2,033 shares of GraniteShares Gold Shares worth $80.4K as of Q2 2026.
GraniteShares Gold Shares was a new Integrated Wealth Concepts position in Q2 2026.
GraniteShares Gold Shares made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2988 holding.
172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.