Northwestern Mutual Wealth Management
BAR icon

Northwestern Mutual Wealth Management’s GraniteShares Gold Shares BAR Stock Holding History

Northwestern Mutual Wealth Management’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 		$988K Buy
21,415
+1,707
+9% +$82K ﹤0.01% 1341
2025
Q4 		$837K Buy
19,708
+2,501
+15% +$102K ﹤0.01% 1345
2025
Q3 		$655K Buy
17,207
+2,377
+16% +$81.1K ﹤0.01% 1374
2025
Q2 		$484K Buy
14,830
+1,183
+9% +$38.3K ﹤0.01% 1395
2025
Q1 		$421K Buy
13,647
+6,196
+83% +$175K ﹤0.01% 1398
2024
Q4 		$193K Buy
7,451
+2,530
+51% +$66.5K ﹤0.01% 1671
2024
Q3 		$128K Sell
4,921
-2,470
-33% -$60.4K ﹤0.01% 1800
2024
Q2 		$170K Sell
7,391
-271
-4% -$6.26K ﹤0.01% 1629
2024
Q1 		$168K Buy
7,662
+221
+3% +$4.53K ﹤0.01% 1617
2023
Q4 		$152K Buy
7,441
+323
+5% +$6.31K ﹤0.01% 1610
2023
Q3 		$130K Sell
7,118
-4,794
-40% -$91.4K ﹤0.01% 1608
2023
Q2 		$226K Sell
11,912
-626
-5% -$12.3K ﹤0.01% 1414
2023
Q1 		$245K Sell
12,538
-11,768
-48% -$221K ﹤0.01% 1370
2022
Q4 		$439K Sell
24,306
-1,548
-6% -$26.5K ﹤0.01% 1144
2022
Q3 		$426K Buy
25,854
+4,444
+21% +$76K ﹤0.01% 1115
2022
Q2 		$383K Buy
21,410
+1,420
+7% +$26.4K ﹤0.01% 1161
2022
Q1 		$384K Buy
19,990
+2,439
+14% +$45.5K ﹤0.01% 1182
2021
Q4 		$319K Buy
17,551
+2,802
+19% +$50K ﹤0.01% 1257
2021
Q3 		$257K Buy
14,749
+10,445
+243% +$186K ﹤0.01% 1253
2021
Q2 		$76K Buy
+4,304
New +$77.6K ﹤0.01% 1714
2021
Q1 		– Sell
-500
Closed -$9K – 2768
2020
Q4 		$9K Buy
500
+102
+26% +$1.9K ﹤0.01% 2214
2020
Q3 		$7K Buy
+398
New +$7.57K ﹤0.01% 2071
2019
Q2 		– Sell
-3,090
Closed -$40K – 2496
2019
Q1 		$40K Buy
+3,090
New +$40.2K ﹤0.01% 1443

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 $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 $570B 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 $2.25B AUM 20.11% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Northwestern Mutual Wealth Management's BAR Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its GraniteShares Gold Shares (BAR) stake by 8.7% in Q1 2026, buying an estimated $82K and bringing the position to 21,415 shares worth $988K. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

Northwestern Mutual Wealth Management first reported a position in BAR in Q1 2019 and has held it in 23 quarters since. 176 funds tracked by Wall St. Rank hold BAR as of Q1 2026.

  • Northwestern Mutual Wealth Management held 21,415 shares of GraniteShares Gold Shares worth $988K as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 1,707 GraniteShares Gold Shares shares in Q1 2026, an estimated $82K.
  • GraniteShares Gold Shares made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1341 holding.
  • Northwestern Mutual Wealth Management first reported a position in GraniteShares Gold Shares in Q1 2019 and has held it in 23 quarters since.
  • 176 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.