Kingsview Wealth Management’s GraniteShares Gold Shares BAR Stock Holding History

Kingsview Wealth 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
2025 Q3	–	Sell	-13,642	Closed	-$445K	–	1202
2025 Q2	$445K	Sell	13,642 -27	-0.2%	-$875	0.01%	809
2025 Q1	$422K	Buy	+13,669	New	+$387K	0.01%	777

Other funds holding BAR

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

LSPW

Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Kingsview Wealth Management's BAR Position: Q3 2025 in Review

Kingsview Wealth Management sold out of GraniteShares Gold Shares (BAR) in Q3 2025, closing a stake of 13,642 shares — an estimated $445K sold.

Kingsview Wealth Management first reported a position in BAR in Q1 2025 and held it in 2 quarters. The position peaked at $445K in Q2 2025. 157 funds tracked by Wall St. Rank hold BAR as of Q3 2025.

Kingsview Wealth Management reported no remaining GraniteShares Gold Shares position as of Q3 2025 after selling out during the quarter.
Kingsview Wealth Management sold 13,642 GraniteShares Gold Shares shares in Q3 2025, an estimated $445K.
Kingsview Wealth Management first reported a position in GraniteShares Gold Shares in Q1 2025 and held it in 2 quarters.
Kingsview Wealth Management's GraniteShares Gold Shares position peaked at $445K in Q2 2025.
157 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.