Jones Financial Companies
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Jones Financial Companies’s GraniteShares Gold Shares BAR Stock Holding History

Jones Financial Companies’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
-68
Closed -$2.89K – 4735
2025
Q4 		$2.89K Buy
+68
New +$2.78K ﹤0.01% 3711

Other funds holding BAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Jones Financial Companies's BAR Position: Q1 2026 in Review

Jones Financial Companies sold out of GraniteShares Gold Shares (BAR) in Q1 2026, closing a stake of 68 shares — an estimated $2.89K sold.

Jones Financial Companies first reported a position in BAR in Q4 2025 and held it in 1 quarter. The position peaked at $2.89K in Q4 2025. 176 funds tracked by Wall St. Rank hold BAR as of Q1 2026.

  • Jones Financial Companies reported no remaining GraniteShares Gold Shares position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 68 GraniteShares Gold Shares shares in Q1 2026, an estimated $2.89K.
  • Jones Financial Companies first reported a position in GraniteShares Gold Shares in Q4 2025 and held it in 1 quarter.
  • Jones Financial Companies's GraniteShares Gold Shares position peaked at $2.89K in Q4 2025.
  • 176 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.