JRPIM
BAR icon

Journey Retirement Planning & Investment Management’s GraniteShares Gold Shares BAR Stock Holding History

Journey Retirement Planning & Investment 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
Q2 		$352K Sell
8,905
-48
-0.5% -$2.13K 0.27% 109
2026
Q1 		$413K Sell
8,953
-10,539
-54% -$506K 0.36% 90
2025
Q4 		$828K Buy
+19,492
New +$798K 0.17% 118

Other funds holding BAR

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
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

Journey Retirement Planning & Investment Management's BAR Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its GraniteShares Gold Shares (BAR) stake by 0.54% in Q2 2026, selling an estimated $2.13K and leaving 8,905 shares worth $352K. The position accounts for 0.27% of the portfolio, ranked #109.

Journey Retirement Planning & Investment Management first reported a position in BAR in Q4 2025 and has held it in 3 quarters since. The position peaked at $828K in Q4 2025. 99 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 8,905 shares of GraniteShares Gold Shares worth $352K as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 48 GraniteShares Gold Shares shares in Q2 2026, an estimated $2.13K.
  • GraniteShares Gold Shares made up 0.27% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #109 holding.
  • Journey Retirement Planning & Investment Management first reported a position in GraniteShares Gold Shares in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's GraniteShares Gold Shares position peaked at $828K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.