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Patron Partners’s GraniteShares Gold Shares BAR Stock Holding History

Patron Partners’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 		$520K Hold
13,166
– – 0.2% 118
2026
Q1 		$607K Sell
13,166
-706
-5% -$33.9K 0.27% 101
2025
Q4 		$589K Buy
13,872
+1,787
+15% +$73.1K 0.26% 100
2025
Q3 		$460K Sell
12,085
-739
-6% -$25.2K 0.21% 120
2025
Q2 		$419K Sell
12,824
-948
-7% -$30.7K 0.21% 123
2025
Q1 		$425K Sell
13,772
-1,308
-9% -$37K 0.23% 112
2024
Q4 		$390K Sell
15,080
-66
-0.4% -$1.73K 0.21% 116
2024
Q3 		$393K Sell
15,146
-185
-1% -$4.53K 0.22% 112
2024
Q2 		$352K Sell
15,331
-43
-0.3% -$993 0.21% 122
2024
Q1 		$338K Sell
15,374
-1,361
-8% -$27.9K 0.21% 124
2023
Q4 		$341K Sell
16,735
-5
-0% -$98 0.23% 120
2023
Q3 		$306K Buy
16,740
+386
+2% +$7.36K 0.23% 117
2023
Q2 		$311K Sell
16,354
-76
-0.5% -$1.49K 0.22% 120
2023
Q1 		$321K Sell
16,430
-91
-0.6% -$1.71K 0.24% 118
2022
Q4 		$298K Sell
16,521
-465
-3% -$7.97K 0.22% 119
2022
Q3 		$280K Buy
16,986
+277
+2% +$4.74K 0.23% 117
2022
Q2 		$299K Sell
16,709
-121
-0.7% -$2.25K 0.24% 116
2022
Q1 		$323K Buy
16,830
+25
+0.1% +$466 0.22% 119
2021
Q4 		$305K Sell
16,805
-14,154
-46% -$252K 0.2% 129
2021
Q3 		$539K Buy
30,959
+2,454
+9% +$43.6K 0.4% 75
2021
Q2 		$501K Sell
28,505
-2,991
-9% -$53.9K 0.38% 82
2021
Q1 		$534K Buy
31,496
+2,317
+8% +$41.3K 0.45% 65
2020
Q4 		$551K Buy
+29,179
New +$544K 0.53% 47

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

Patron Partners's BAR Position: Q2 2026 in Review

Patron Partners held its GraniteShares Gold Shares (BAR) position steady in Q2 2026 at 13,166 shares worth $520K. The position accounts for 0.2% of the portfolio, ranked #118.

Patron Partners first reported a position in BAR in Q4 2020 and has held it in 23 quarters since. The position peaked at $607K in Q1 2026. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Patron Partners held 13,166 shares of GraniteShares Gold Shares worth $520K as of Q2 2026.
  • Patron Partners left its GraniteShares Gold Shares share count unchanged in Q2 2026.
  • GraniteShares Gold Shares made up 0.2% of Patron Partners's portfolio in Q2 2026, its #118 holding.
  • Patron Partners first reported a position in GraniteShares Gold Shares in Q4 2020 and has held it in 23 quarters since.
  • Patron Partners's GraniteShares Gold Shares position peaked at $607K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Patron Partners's 13F filing for Q2 2026, filed 11 Aug 2026.