LF
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LifeSteps Financial’s GraniteShares Gold Shares BAR Stock Holding History

LifeSteps Financial’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 		$52.2K Buy
+1,320
New +$58.6K 0.02% 210

Other funds holding BAR

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
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
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
ES
ETF Store Overland Park, Kansas $120M AUM 22.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LifeSteps Financial's BAR Position: Q2 2026 in Review

LifeSteps Financial opened a new position in GraniteShares Gold Shares (BAR) in Q2 2026: 1,320 shares worth $52.2K. The stake represents 0.02% of the portfolio and ranks #210 among its holdings.

64 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • LifeSteps Financial held 1,320 shares of GraniteShares Gold Shares worth $52.2K as of Q2 2026.
  • GraniteShares Gold Shares was a new LifeSteps Financial position in Q2 2026.
  • GraniteShares Gold Shares made up 0.02% of LifeSteps Financial's portfolio in Q2 2026, its #210 holding.
  • 64 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.