Pacific Excel Wealth Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Pacific Excel Wealth 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	–	Sell	-14,351	Closed	-$662K	–	233
2026 Q1	$662K	Buy	14,351 +3,747	+35%	+$180K	0.7%	48
2025 Q4	$526K	Buy	+10,604	New	+$434K	0.99%	39

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

Pacific Excel Wealth Advisors's BAR Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of GraniteShares Gold Shares (BAR) in Q2 2026, closing a stake of 14,351 shares — an estimated $662K sold.

Pacific Excel Wealth Advisors first reported a position in BAR in Q4 2025 and held it in 2 quarters. The position peaked at $662K in Q1 2026. 171 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

Pacific Excel Wealth Advisors reported no remaining GraniteShares Gold Shares position as of Q2 2026 after selling out during the quarter.
Pacific Excel Wealth Advisors sold 14,351 GraniteShares Gold Shares shares in Q2 2026, an estimated $662K.
Pacific Excel Wealth Advisors first reported a position in GraniteShares Gold Shares in Q4 2025 and held it in 2 quarters.
Pacific Excel Wealth Advisors's GraniteShares Gold Shares position peaked at $662K in Q1 2026.
171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.