NBC Securities’s GraniteShares Gold Shares BAR Stock Holding History

NBC Securities’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	$16.6K	Buy	419 +4	+1%	+$178	﹤0.01%	1707
2026 Q1	$19.1K	Hold	415	–	–	﹤0.01%	1726
2025 Q4	$17.6K	Hold	415	–	–	﹤0.01%	1825
2025 Q3	$15.8K	Sell	415 -51	-11%	-$1.74K	﹤0.01%	1855
2025 Q2	$15K	Buy	466 +247	+113%	+$8K	﹤0.01%	1815
2025 Q1	$6K	Buy	+219	New	+$6.2K	﹤0.01%	1822
2024 Q4	–	Sell	-78	Closed	-$2K	–	1322
2024 Q3	$2K	Hold	78	–	–	﹤0.01%	2002
2024 Q2	$1K	Sell	78 -476	-86%	-$11K	﹤0.01%	2021
2024 Q1	$12K	Hold	554	–	–	﹤0.01%	1618
2023 Q4	$11K	Hold	554	–	–	﹤0.01%	1656
2023 Q3	$10K	Buy	+554	New	+$10.6K	﹤0.01%	1686

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 22.96% 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

NBC Securities's BAR Position: Q2 2026 in Review

NBC Securities increased its GraniteShares Gold Shares (BAR) stake by 0.96% in Q2 2026, buying an estimated $178 and bringing the position to 419 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

NBC Securities first reported a position in BAR in Q3 2023 and has held it in 11 quarters since. The position peaked at $19.1K in Q1 2026. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

NBC Securities held 419 shares of GraniteShares Gold Shares worth $16.6K as of Q2 2026.
NBC Securities bought 4 GraniteShares Gold Shares shares in Q2 2026, an estimated $178.
GraniteShares Gold Shares made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1707 holding.
NBC Securities first reported a position in GraniteShares Gold Shares in Q3 2023 and has held it in 11 quarters since.
NBC Securities's GraniteShares Gold Shares position peaked at $19.1K in Q1 2026.
172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.