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 Q2	$5M	Sell	126,498 -82,187	-39%	-$3.65M	0.24%	95
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Nations Financial Group's BAR Position: Q2 2026 in Review

Nations Financial Group reduced its GraniteShares Gold Shares (BAR) stake by 39% in Q2 2026, selling an estimated $3.65M and leaving 126,498 shares worth $5M. The position accounts for 0.24% of the portfolio, ranked #95.

Nations Financial Group first reported a position in BAR in Q1 2022 and has held it in 8 quarters since. The position peaked at $9.63M in Q1 2026. 171 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

Nations Financial Group held 126,498 shares of GraniteShares Gold Shares worth $5M as of Q2 2026.
Nations Financial Group sold 82,187 GraniteShares Gold Shares shares in Q2 2026, an estimated $3.65M.
GraniteShares Gold Shares made up 0.24% of Nations Financial Group's portfolio in Q2 2026, its #95 holding.
Nations Financial Group first reported a position in GraniteShares Gold Shares in Q1 2022 and has held it in 8 quarters since.
Nations Financial Group's GraniteShares Gold Shares position peaked at $9.63M in Q1 2026.
171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.