Lido Advisors
BAR icon

Lido Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Lido Advisors’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 		$3.09M Buy
78,194
+71,138
+1,008% +$3.16M 0.01% 648
2026
Q1 		$325K Sell
7,056
-2,285
-24% -$110K ﹤0.01% 1517
2025
Q4 		$367K Hold
9,341
– – ﹤0.01% 1460
2025
Q3 		$356K Buy
9,341
+3,064
+49% +$105K ﹤0.01% 1399
2025
Q2 		$205K Buy
+6,277
New +$203K ﹤0.01% 1512
2024
Q2 		– Sell
-9,190
Closed -$202K – 1423
2024
Q1 		$202K Sell
9,190
-4,433
-33% -$90.8K ﹤0.01% 1262
2023
Q4 		$278K Sell
13,623
-4,314
-24% -$84.3K ﹤0.01% 1066
2023
Q3 		$328K Sell
17,937
-956
-5% -$18.2K ﹤0.01% 885
2023
Q2 		$359K Buy
18,893
+814
+5% +$15.9K ﹤0.01% 849
2023
Q1 		$353K Buy
18,079
+294
+2% +$5.51K ﹤0.01% 823
2022
Q4 		$321K Sell
17,785
-2,517
-12% -$43.2K ﹤0.01% 774
2022
Q3 		$334K Buy
20,302
+3,127
+18% +$53.5K ﹤0.01% 708
2022
Q2 		$307K Sell
17,175
-1,897
-10% -$35.2K ﹤0.01% 734
2022
Q1 		$366K Buy
19,072
+5,901
+45% +$110K ﹤0.01% 737
2021
Q4 		$239K Buy
13,171
+2,476
+23% +$44.1K ﹤0.01% 896
2021
Q3 		$186K Sell
10,695
-2,781
-21% -$49.4K ﹤0.01% 929
2021
Q2 		$237K Buy
13,476
+3,386
+34% +$61K ﹤0.01% 806
2021
Q1 		$171K Sell
10,090
-687
-6% -$12.2K ﹤0.01% 819
2020
Q4 		$203K Sell
10,777
-1,092
-9% -$20.4K ﹤0.01% 772
2020
Q3 		$223K Buy
+11,869
New +$226K 0.01% 560

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
LSPW
Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Lido Advisors's BAR Position: Q2 2026 in Review

Lido Advisors increased its GraniteShares Gold Shares (BAR) stake by 1,008% in Q2 2026, buying an estimated $3.16M and bringing the position to 78,194 shares worth $3.09M. The position accounts for 0.01% of the portfolio, ranked #648.

Lido Advisors first reported a position in BAR in Q3 2020 and has held it in 20 quarters since. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Lido Advisors held 78,194 shares of GraniteShares Gold Shares worth $3.09M as of Q2 2026.
  • Lido Advisors bought 71,138 GraniteShares Gold Shares shares in Q2 2026, an estimated $3.16M.
  • GraniteShares Gold Shares made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #648 holding.
  • Lido Advisors first reported a position in GraniteShares Gold Shares in Q3 2020 and has held it in 20 quarters since.
  • 172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.