NFG
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Nations Financial Group’s GraniteShares Gold Shares BAR Stock Holding History

Nations Financial Group’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 		$9.63M Buy
208,685
+49,640
+31% +$2.38M 0.5% 40
2025
Q4 		$6.76M Buy
159,045
+5,557
+4% +$227K 0.36% 67
2025
Q3 		$5.84M Sell
153,488
-74,022
-33% -$2.53M 0.36% 68
2025
Q2 		$7.43M Buy
227,510
+124,234
+120% +$4.03M 0.51% 39
2025
Q1 		$3.19M Buy
+103,276
New +$2.92M 0.24% 109
2023
Q2 		– Sell
-92,423
Closed -$1.8M – 616
2023
Q1 		$1.8M Buy
+92,423
New +$1.73M 0.19% 144
2022
Q2 		– Sell
-85,597
Closed -$1.64M – 528
2022
Q1 		$1.64M Buy
+85,597
New +$1.6M 0.2% 123

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 $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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 $2.24B AUM 20.11% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.19B AUM 17.95% 1-Year Est. Return