Janney Montgomery Scott
BAR icon

Janney Montgomery Scott’s GraniteShares Gold Shares BAR Stock Holding History

Janney Montgomery Scott’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
Q3 		$455K Sell
11,112
-358
-3% -$15K ﹤0.01% 2463
2026
Q2 		$453K Buy
11,470
+1,133
+11% +$50.3K ﹤0.01% 2455
2026
Q1 		$477K Buy
10,337
+336
+3% +$16.1K ﹤0.01% 2079
2025
Q4 		$425K Sell
10,001
-278
-3% -$11.4K ﹤0.01% 2319
2025
Q3 		$391K Sell
10,279
-1,188
-10% -$40.5K ﹤0.01% 2320
2025
Q2 		$374K Sell
11,467
-2,627
-19% -$85.1K ﹤0.01% 2200
2025
Q1 		$435K Sell
14,094
-2,233
-14% -$63.2K ﹤0.01% 2084
2024
Q4 		$423K Sell
16,327
-1,498
-8% -$39.4K ﹤0.01% 2096
2024
Q3 		$463K Sell
17,825
-3,504
-16% -$85.7K ﹤0.01% 2023
2024
Q2 		$490K Sell
21,329
-9,923
-32% -$229K ﹤0.01% 1904
2024
Q1 		$686K Sell
31,252
-3,502
-10% -$71.7K ﹤0.01% 1744
2023
Q4 		$709K Sell
34,754
-14,136
-29% -$276K ﹤0.01% 1665
2023
Q3 		$894K Sell
48,890
-106,258
-68% -$2.03M ﹤0.01% 1402
2023
Q2 		$2.95M Buy
155,148
+75,082
+94% +$1.47M 0.01% 900
2023
Q1 		$1.56M Sell
80,066
-32,176
-29% -$603K 0.01% 1093
2022
Q4 		$2.03M Buy
112,242
+94,418
+530% +$1.62M 0.01% 1021
2022
Q3 		$294K Sell
17,824
-37,491
-68% -$641K ﹤0.01% 2019
2022
Q2 		$998K Sell
55,315
-142,335
-72% -$2.64M ﹤0.01% 1249
2022
Q1 		$3.8M Buy
+197,650
New +$3.68M 0.02% 672

Other funds holding BAR

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return
Brandywine Oak Private Wealth
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return
Lake Street Private Wealth
Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
China Universal Asset Management Company
China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Nations Financial Group
Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Janney Montgomery Scott's BAR Position: Q3 2026 in Review

Janney Montgomery Scott reduced its GraniteShares Gold Shares (BAR) stake by 3.1% in Q3 2026, selling an estimated $15K and leaving 11,112 shares worth $455K. The position accounts for ﹤0.01% of the portfolio, ranked #2463.

Janney Montgomery Scott first reported a position in BAR in Q1 2022 and has held it in 19 quarters since. The position peaked at $3.8M in Q1 2022. 153 funds tracked by Wall St. Rank hold BAR as of Q3 2026.

  • Janney Montgomery Scott held 11,112 shares of GraniteShares Gold Shares worth $455K as of Q3 2026.
  • Janney Montgomery Scott sold 358 GraniteShares Gold Shares shares in Q3 2026, an estimated $15K.
  • GraniteShares Gold Shares made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q3 2026, its #2463 holding.
  • Janney Montgomery Scott first reported a position in GraniteShares Gold Shares in Q1 2022 and has held it in 19 quarters since.
  • Janney Montgomery Scott's GraniteShares Gold Shares position peaked at $3.8M in Q1 2022.
  • 153 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2026.

Based on Janney Montgomery Scott's 13F filing for Q3 2026, filed 12 Nov 2026.