PFG Advisors’s GraniteShares Gold Shares BAR Stock Holding History

PFG 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	$203K	Sell	5,139 -15,513	-75%	-$689K	0.01%	776
2026 Q1	$953K	Buy	20,652 +2,300	+13%	+$110K	0.05%	391
2025 Q4	$780K	Hold	18,352	–	–	0.04%	431
2025 Q3	$698K	Hold	18,352	–	–	0.03%	469
2025 Q2	$599K	Hold	18,352	–	–	0.03%	386
2025 Q1	$566K	Sell	18,352 -1,410	-7%	-$39.9K	0.03%	437
2024 Q4	$512K	Hold	19,762	–	–	0.03%	451
2024 Q3	$513K	Hold	19,762	–	–	0.03%	435
2024 Q2	$454K	Hold	19,762	–	–	0.03%	445
2024 Q1	$434K	Hold	19,762	–	–	0.03%	431
2023 Q4	$403K	Hold	19,762	–	–	0.03%	406
2023 Q3	$361K	Sell	19,762 -219	-1%	-$4.17K	0.03%	415
2023 Q2	$380K	Sell	19,981 -566	-3%	-$11.1K	0.03%	453
2023 Q1	$401K	Buy	+20,547	New	+$385K	0.03%	432

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 22.96% 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

PFG Advisors's BAR Position: Q2 2026 in Review

PFG Advisors reduced its GraniteShares Gold Shares (BAR) stake by 75% in Q2 2026, selling an estimated $689K and leaving 5,139 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #776.

PFG Advisors first reported a position in BAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $953K in Q1 2026. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

PFG Advisors held 5,139 shares of GraniteShares Gold Shares worth $203K as of Q2 2026.
PFG Advisors sold 15,513 GraniteShares Gold Shares shares in Q2 2026, an estimated $689K.
GraniteShares Gold Shares made up 0.01% of PFG Advisors's portfolio in Q2 2026, its #776 holding.
PFG Advisors first reported a position in GraniteShares Gold Shares in Q1 2023 and has held it in 14 quarters since.
PFG Advisors's GraniteShares Gold Shares position peaked at $953K in Q1 2026.
172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.