Maridea Wealth Management’s GraniteShares Gold Shares BAR Stock Holding History

Maridea Wealth Management’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	$3.66M	Sell	92,517 -139,240	-60%	-$6.19M	0.4%	60
2026 Q1	$10.7M	Buy	231,757 +16,835	+8%	+$808K	1.55%	11
2025 Q4	$9.13M	Buy	214,922 +30,737	+17%	+$1.26M	1.37%	14
2025 Q3	$7.95M	Sell	184,185 -14,615	-7%	-$499K	1.24%	16
2025 Q2	$6.49M	Buy	+198,800	New	+$6.44M	1.69%	10

Other funds holding BAR

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

Jupiter Topco New York $245B AUM

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

BOPW

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

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Maridea Wealth Management's BAR Position: Q2 2026 in Review

Maridea Wealth Management reduced its GraniteShares Gold Shares (BAR) stake by 60% in Q2 2026, selling an estimated $6.19M and leaving 92,517 shares worth $3.66M. The position accounts for 0.4% of the portfolio, ranked #60.

Maridea Wealth Management first reported a position in BAR in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.7M in Q1 2026. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

Maridea Wealth Management held 92,517 shares of GraniteShares Gold Shares worth $3.66M as of Q2 2026.
Maridea Wealth Management sold 139,240 GraniteShares Gold Shares shares in Q2 2026, an estimated $6.19M.
GraniteShares Gold Shares made up 0.4% of Maridea Wealth Management's portfolio in Q2 2026, its #60 holding.
Maridea Wealth Management first reported a position in GraniteShares Gold Shares in Q2 2025 and has held it in 5 quarters since.
Maridea Wealth Management's GraniteShares Gold Shares position peaked at $10.7M in Q1 2026.
172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.