MYIA
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Mount Yale Investment Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Mount Yale Investment 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
Q1 		$2.03M Buy
44,065
+1,568
+4% +$75.3K 0.05% 368
2025
Q4 		$1.81M Buy
42,497
+114
+0.3% +$4.67K 0.09% 208
2025
Q3 		$1.61M Buy
+42,383
New +$1.45M 0.11% 198

Other funds holding BAR

Bank of America
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
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 $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Mount Yale Investment Advisors's BAR Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its GraniteShares Gold Shares (BAR) stake by 3.7% in Q1 2026, buying an estimated $75.3K and bringing the position to 44,065 shares worth $2.03M. The position accounts for 0.05% of the portfolio, ranked #368.

Mount Yale Investment Advisors first reported a position in BAR in Q3 2025 and has held it in 3 quarters since. 176 funds tracked by Wall St. Rank hold BAR as of Q1 2026.

  • Mount Yale Investment Advisors held 44,065 shares of GraniteShares Gold Shares worth $2.03M as of Q1 2026.
  • Mount Yale Investment Advisors bought 1,568 GraniteShares Gold Shares shares in Q1 2026, an estimated $75.3K.
  • GraniteShares Gold Shares made up 0.05% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #368 holding.
  • Mount Yale Investment Advisors first reported a position in GraniteShares Gold Shares in Q3 2025 and has held it in 3 quarters since.
  • 176 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.