Mason & Associates (California)’s GraniteShares Gold Shares BAR Stock Holding History

Mason & Associates (California)’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	$8.16M	Buy	206,312 +13,400	+7%	+$595K	1.32%	20
2026 Q1	$8.58M	Buy	192,912 +21,727	+13%	+$1.04M	1.66%	17
2025 Q4	$7.27M	Buy	171,185 +24,185	+16%	+$990K	1.37%	21
2025 Q3	$5.59M	Buy	147,000 +26,483	+22%	+$904K	1.13%	22
2025 Q2	$3.93M	Buy	120,517 +13,133	+12%	+$426K	0.91%	25
2025 Q1	$3.31M	Buy	107,384 +38,562	+56%	+$1.09M	0.82%	24
2024 Q4	$1.78M	Buy	+68,822	New	+$1.81M	0.42%	36

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

Mason & Associates (California)'s BAR Position: Q2 2026 in Review

Mason & Associates (California) increased its GraniteShares Gold Shares (BAR) stake by 6.9% in Q2 2026, buying an estimated $595K and bringing the position to 206,312 shares worth $8.16M. The position accounts for 1.32% of the portfolio, ranked #20.

Mason & Associates (California) first reported a position in BAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.58M in Q1 2026. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

Mason & Associates (California) held 206,312 shares of GraniteShares Gold Shares worth $8.16M as of Q2 2026.
Mason & Associates (California) bought 13,400 GraniteShares Gold Shares shares in Q2 2026, an estimated $595K.
GraniteShares Gold Shares made up 1.32% of Mason & Associates (California)'s portfolio in Q2 2026, its #20 holding.
Mason & Associates (California) first reported a position in GraniteShares Gold Shares in Q4 2024 and has held it in 7 quarters since.
Mason & Associates (California)'s GraniteShares Gold Shares position peaked at $8.58M in Q1 2026.
172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.