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 Q2	$927K	Buy	23,442 +2,027	+9%	+$90.1K	﹤0.01%	1439
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 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

Northwestern Mutual Wealth Management's BAR Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its GraniteShares Gold Shares (BAR) stake by 9.5% in Q2 2026, buying an estimated $90.1K and bringing the position to 23,442 shares worth $927K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Northwestern Mutual Wealth Management first reported a position in BAR in Q1 2019 and has held it in 24 quarters since. The position peaked at $988K in Q1 2026. 171 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

Northwestern Mutual Wealth Management held 23,442 shares of GraniteShares Gold Shares worth $927K as of Q2 2026.
Northwestern Mutual Wealth Management bought 2,027 GraniteShares Gold Shares shares in Q2 2026, an estimated $90.1K.
GraniteShares Gold Shares made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1439 holding.
Northwestern Mutual Wealth Management first reported a position in GraniteShares Gold Shares in Q1 2019 and has held it in 24 quarters since.
Northwestern Mutual Wealth Management's GraniteShares Gold Shares position peaked at $988K in Q1 2026.
171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.