Leo Wealth LLC’s GraniteShares Gold Shares BAR Stock Holding History

Leo Wealth LLC’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	$1.1M	Buy	23,929 +865	+4%	+$41.5K	0.08%	173
2025 Q4	$980K	Buy	+23,064	New	+$944K	0.07%	181
2025 Q3	–	Sell	-16,907	Closed	-$562K	–	292
2025 Q2	$562K	Buy	+16,907	New	+$548K	0.04%	218
2025 Q1	–	Sell	-8,006	Closed	-$207K	–	275
2024 Q4	$207K	Buy	8,006 +44	+0.6%	+$1.16K	0.02%	339
2024 Q3	$207K	Sell	7,962 -1,848	-19%	-$45.2K	0.02%	326
2024 Q2	$226K	Sell	9,810 -732	-7%	-$16.9K	0.02%	308
2024 Q1	$234K	Hold	10,542	–	–	0.02%	299
2023 Q4	$227K	Buy	+10,542	New	+$206K	0.02%	297

Other funds holding BAR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

BOPW

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

Leo Wealth LLC's BAR Position: Q1 2026 in Review

Leo Wealth LLC increased its GraniteShares Gold Shares (BAR) stake by 3.8% in Q1 2026, buying an estimated $41.5K and bringing the position to 23,929 shares worth $1.1M. The position accounts for 0.08% of the portfolio, ranked #173.

Leo Wealth LLC first reported a position in BAR in Q4 2023 and has held it in 8 quarters since. 176 funds tracked by Wall St. Rank hold BAR as of Q1 2026.

Leo Wealth LLC held 23,929 shares of GraniteShares Gold Shares worth $1.1M as of Q1 2026.
Leo Wealth LLC bought 865 GraniteShares Gold Shares shares in Q1 2026, an estimated $41.5K.
GraniteShares Gold Shares made up 0.08% of Leo Wealth LLC's portfolio in Q1 2026, its #173 holding.
Leo Wealth LLC first reported a position in GraniteShares Gold Shares in Q4 2023 and has held it in 8 quarters since.
176 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.