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NewEdge Advisors’s GraniteShares Gold Shares BAR Stock Holding History

NewEdge 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 		$1.55M Buy
39,327
+10,015
+34% +$445K ﹤0.01% 1359
2026
Q1 		$1.35M Sell
29,312
-17,304
-37% -$831K ﹤0.01% 1323
2025
Q4 		$1.98M Buy
46,616
+15,872
+52% +$649K 0.01% 1082
2025
Q3 		$1.17M Buy
30,744
+14,670
+91% +$501K 0.01% 1310
2025
Q2 		$525K Sell
16,074
-15,992
-50% -$518K ﹤0.01% 1652
2025
Q1 		$989K Buy
32,066
+263
+0.8% +$7.44K 0.01% 1191
2024
Q4 		$823K Buy
31,803
+1,201
+4% +$31.5K ﹤0.01% 1264
2024
Q3 		$795K Buy
30,602
+12,362
+68% +$302K 0.01% 1210
2024
Q2 		$419K Buy
18,240
+2,714
+17% +$62.7K ﹤0.01% 1520
2024
Q1 		$341K Buy
15,526
+11,805
+317% +$242K ﹤0.01% 1570
2023
Q4 		$75.9K Sell
3,721
-6,159
-62% -$120K ﹤0.01% 2064
2023
Q3 		$181K Sell
9,880
-38,090
-79% -$726K ﹤0.01% 1663
2023
Q2 		$912K Buy
47,970
+35,726
+292% +$699K 0.01% 910
2023
Q1 		$239K Sell
12,244
-6,229
-34% -$117K ﹤0.01% 1465
2022
Q4 		$45.5K Sell
18,473
-3,527
-16% -$60.5K ﹤0.01% 1758
2022
Q3 		$362K Sell
22,000
-9,878
-31% -$169K 0.01% 1106
2022
Q2 		$571K Sell
31,878
-10,008
-24% -$186K 0.01% 926
2022
Q1 		$804K Sell
41,886
-11,183
-21% -$208K 0.01% 707
2021
Q4 		$963K Sell
53,069
-71,097
-57% -$1.27M 0.01% 751
2021
Q3 		$2.17M Sell
124,166
-68,475
-36% -$1.22M 0.05% 303
2021
Q2 		$3.39M Buy
192,641
+20,549
+12% +$370K 0.09% 220
2021
Q1 		$2.92M Buy
172,092
+22,086
+15% +$394K 0.09% 221
2020
Q4 		$2.83M Buy
150,006
+75,965
+103% +$1.42M 0.09% 201
2020
Q3 		$1.39M Buy
74,041
+31,262
+73% +$595K 0.05% 310
2020
Q2 		$759K Buy
42,779
+32,542
+318% +$556K 0.03% 430
2020
Q1 		$161K Buy
+10,237
New +$161K 0.01% 724

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 22.96% 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

NewEdge Advisors's BAR Position: Q2 2026 in Review

NewEdge Advisors increased its GraniteShares Gold Shares (BAR) stake by 34% in Q2 2026, buying an estimated $445K and bringing the position to 39,327 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

NewEdge Advisors first reported a position in BAR in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.39M in Q2 2021. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • NewEdge Advisors held 39,327 shares of GraniteShares Gold Shares worth $1.55M as of Q2 2026.
  • NewEdge Advisors bought 10,015 GraniteShares Gold Shares shares in Q2 2026, an estimated $445K.
  • GraniteShares Gold Shares made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1359 holding.
  • NewEdge Advisors first reported a position in GraniteShares Gold Shares in Q1 2020 and has held it in 26 quarters since.
  • NewEdge Advisors's GraniteShares Gold Shares position peaked at $3.39M in Q2 2021.
  • 172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

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