MSA
BAR icon

Marathon Strategic Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Marathon Strategic 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 		– Sell
-4,613
Closed -$213K – 52
2026
Q1 		$213K Buy
+4,613
New +$221K 0.15% 51

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

Marathon Strategic Advisors's BAR Position: Q2 2026 in Review

Marathon Strategic Advisors sold out of GraniteShares Gold Shares (BAR) in Q2 2026, closing a stake of 4,613 shares — an estimated $213K sold.

Marathon Strategic Advisors first reported a position in BAR in Q1 2026 and held it in 1 quarter. The position peaked at $213K in Q1 2026. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Marathon Strategic Advisors reported no remaining GraniteShares Gold Shares position as of Q2 2026 after selling out during the quarter.
  • Marathon Strategic Advisors sold 4,613 GraniteShares Gold Shares shares in Q2 2026, an estimated $213K.
  • Marathon Strategic Advisors first reported a position in GraniteShares Gold Shares in Q1 2026 and held it in 1 quarter.
  • Marathon Strategic Advisors's GraniteShares Gold Shares position peaked at $213K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.