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MONECO Advisors’s GraniteShares Gold Shares BAR Stock Holding History

MONECO 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 		$328K Buy
8,300
+3,300
+66% +$147K 0.02% 449
2026
Q1 		$231K Hold
5,000
– – 0.02% 470
2025
Q4 		$212K Buy
+5,000
New +$205K 0.02% 475

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

MONECO Advisors's BAR Position: Q2 2026 in Review

MONECO Advisors increased its GraniteShares Gold Shares (BAR) stake by 66% in Q2 2026, buying an estimated $147K and bringing the position to 8,300 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #449.

MONECO Advisors first reported a position in BAR in Q4 2025 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • MONECO Advisors held 8,300 shares of GraniteShares Gold Shares worth $328K as of Q2 2026.
  • MONECO Advisors bought 3,300 GraniteShares Gold Shares shares in Q2 2026, an estimated $147K.
  • GraniteShares Gold Shares made up 0.02% of MONECO Advisors's portfolio in Q2 2026, its #449 holding.
  • MONECO Advisors first reported a position in GraniteShares Gold Shares in Q4 2025 and has held it in 3 quarters since.
  • 172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.