MSA
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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

BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 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
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
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 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. 42 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.
  • 42 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.