JESC
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J.E. Simmons & Co’s GraniteShares Gold Shares BAR Stock Holding History

J.E. Simmons & Co’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 		$374K Buy
9,465
+400
+4% +$17.8K 0.21% 46
2026
Q1 		$418K Buy
9,065
+815
+10% +$39.1K 0.28% 38
2025
Q4 		$351K Buy
+8,250
New +$338K 0.23% 43

Other funds holding BAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
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 22.96% 1-Year Est. Return
Royal Bank of Canada
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
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

J.E. Simmons & Co's BAR Position: Q2 2026 in Review

J.E. Simmons & Co increased its GraniteShares Gold Shares (BAR) stake by 4.4% in Q2 2026, buying an estimated $17.8K and bringing the position to 9,465 shares worth $374K. The position accounts for 0.21% of the portfolio, ranked #46.

J.E. Simmons & Co first reported a position in BAR in Q4 2025 and has held it in 3 quarters since. The position peaked at $418K in Q1 2026. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • J.E. Simmons & Co held 9,465 shares of GraniteShares Gold Shares worth $374K as of Q2 2026.
  • J.E. Simmons & Co bought 400 GraniteShares Gold Shares shares in Q2 2026, an estimated $17.8K.
  • GraniteShares Gold Shares made up 0.21% of J.E. Simmons & Co's portfolio in Q2 2026, its #46 holding.
  • J.E. Simmons & Co first reported a position in GraniteShares Gold Shares in Q4 2025 and has held it in 3 quarters since.
  • J.E. Simmons & Co's GraniteShares Gold Shares position peaked at $418K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on J.E. Simmons & Co's 13F filing for Q2 2026, filed 15 Jul 2026.