LSPW
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Lake Street Private Wealth’s GraniteShares Gold Shares BAR Stock Holding History

Lake Street Private Wealth’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 		$16.1M Buy
408,474
+1,002
+0.2% +$44.5K 1.85% 8
2026
Q1 		$18.8M Buy
407,472
+1,025
+0.3% +$49.2K 2.39% 5
2025
Q4 		$17.3M Buy
406,447
+5,390
+1% +$221K 2.11% 7
2025
Q3 		$15.3M Buy
401,057
+868
+0.2% +$29.6K 1.97% 7
2025
Q2 		$13.1M Sell
400,189
-2,156
-0.5% -$69.9K 1.86% 9
2025
Q1 		$12.4M Sell
402,345
-4,223
-1% -$119K 2.02% 7
2024
Q4 		$10.5M Buy
406,568
+39,429
+11% +$1.04M 1.68% 10
2024
Q3 		$9.53M Buy
367,139
+1,584
+0.4% +$38.8K 1.53% 10
2024
Q2 		$8.39M Sell
365,555
-2,440
-0.7% -$56.4K 1.09% 17
2024
Q1 		$8.08M Buy
367,995
+10,613
+3% +$217K 1.12% 16
2023
Q4 		$7.29M Sell
357,382
-5,481
-2% -$107K 1.15% 15
2023
Q3 		$6.7M Sell
362,863
-44,994
-11% -$858K 1.2% 14
2023
Q2 		$7.75M Sell
407,857
-5,190
-1% -$102K 1.36% 12
2023
Q1 		$8.06M Buy
413,047
+15,431
+4% +$289K 1.5% 11
2022
Q4 		$7.16M Buy
397,616
+74,505
+23% +$1.28M 1.48% 9
2022
Q3 		$5.32M Buy
323,111
+71,192
+28% +$1.22M 1.22% 15
2022
Q2 		$4.51M Buy
251,919
+25,665
+11% +$476K 0.95% 23
2022
Q1 		$4.34M Buy
226,254
+209,010
+1,212% +$3.9M 0.78% 28
2021
Q4 		$313K Buy
+17,244
New +$307K 0.05% 252

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

Lake Street Private Wealth's BAR Position: Q2 2026 in Review

Lake Street Private Wealth increased its GraniteShares Gold Shares (BAR) stake by 0.25% in Q2 2026, buying an estimated $44.5K and bringing the position to 408,474 shares worth $16.1M. The position accounts for 1.85% of the portfolio, ranked #8.

Lake Street Private Wealth first reported a position in BAR in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.8M in Q1 2026. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Lake Street Private Wealth held 408,474 shares of GraniteShares Gold Shares worth $16.1M as of Q2 2026.
  • Lake Street Private Wealth bought 1,002 GraniteShares Gold Shares shares in Q2 2026, an estimated $44.5K.
  • GraniteShares Gold Shares made up 1.85% of Lake Street Private Wealth's portfolio in Q2 2026, its #8 holding.
  • Lake Street Private Wealth first reported a position in GraniteShares Gold Shares in Q4 2021 and has held it in 19 quarters since.
  • Lake Street Private Wealth's GraniteShares Gold Shares position peaked at $18.8M in Q1 2026.
  • 172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.