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
Q2 		$1.77M Buy
44,892
+827
+2% +$36.7K 0.03% 441
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 $1.55T 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 22.9% 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

Mount Yale Investment Advisors's BAR Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its GraniteShares Gold Shares (BAR) stake by 1.9% in Q2 2026, buying an estimated $36.7K and bringing the position to 44,892 shares worth $1.77M. The position accounts for 0.03% of the portfolio, ranked #441.

Mount Yale Investment Advisors first reported a position in BAR in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.03M in Q1 2026. 171 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Mount Yale Investment Advisors held 44,892 shares of GraniteShares Gold Shares worth $1.77M as of Q2 2026.
  • Mount Yale Investment Advisors bought 827 GraniteShares Gold Shares shares in Q2 2026, an estimated $36.7K.
  • GraniteShares Gold Shares made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #441 holding.
  • Mount Yale Investment Advisors first reported a position in GraniteShares Gold Shares in Q3 2025 and has held it in 4 quarters since.
  • Mount Yale Investment Advisors's GraniteShares Gold Shares position peaked at $2.03M in Q1 2026.
  • 171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.