Moloney Securities Asset Management’s GraniteShares Gold Shares BAR Stock Holding History

Moloney Securities Asset 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
2025 Q3	$301K	Buy	7,920 +170	+2%	+$5.8K	0.04%	363
2025 Q2	$253K	Buy	7,750 +275	+4%	+$8.91K	0.03%	400
2025 Q1	$231K	Buy	+7,475	New	+$211K	0.03%	409

Other funds holding BAR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

BOPW

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

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

LSPW

Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Moloney Securities Asset Management's BAR Position: Q3 2025 in Review

Moloney Securities Asset Management increased its GraniteShares Gold Shares (BAR) stake by 2.2% in Q3 2025, buying an estimated $5.8K and bringing the position to 7,920 shares worth $301K. The position accounts for 0.04% of the portfolio, ranked #363.

Moloney Securities Asset Management first reported a position in BAR in Q1 2025 and has held it in 3 quarters since. 157 funds tracked by Wall St. Rank hold BAR as of Q3 2025.

Moloney Securities Asset Management held 7,920 shares of GraniteShares Gold Shares worth $301K as of Q3 2025.
Moloney Securities Asset Management bought 170 GraniteShares Gold Shares shares in Q3 2025, an estimated $5.8K.
GraniteShares Gold Shares made up 0.04% of Moloney Securities Asset Management's portfolio in Q3 2025, its #363 holding.
Moloney Securities Asset Management first reported a position in GraniteShares Gold Shares in Q1 2025 and has held it in 3 quarters since.
157 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.