Pineridge Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Pineridge 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
2025 Q3	$178K	Sell	4,680 -575	-11%	-$19.6K	0.05%	54
2025 Q2	$172K	Sell	5,255 -247	-4%	-$8K	0.06%	49
2025 Q1	$170K	Sell	5,502 -278	-5%	-$7.86K	0.07%	49
2024 Q4	$150K	Buy	5,780 +730	+14%	+$19.2K	0.06%	66
2024 Q3	$131K	Buy	5,050 +3,856	+323%	+$94.3K	0.05%	80
2024 Q2	$27.4K	Sell	1,194 -2,397	-67%	-$55.4K	0.01%	186
2024 Q1	$78.9K	Buy	3,591 +614	+21%	+$12.6K	0.03%	105
2023 Q4	$60.7K	Buy	+2,977	New	+$58.2K	0.02%	147

Other funds holding BAR

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

BOPW

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

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

LSPW

Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Pineridge Advisors's BAR Position: Q3 2025 in Review

Pineridge Advisors reduced its GraniteShares Gold Shares (BAR) stake by 11% in Q3 2025, selling an estimated $19.6K and leaving 4,680 shares worth $178K. The position accounts for 0.05% of the portfolio, ranked #54.

Pineridge Advisors first reported a position in BAR in Q4 2023 and has held it in 8 quarters since. 157 funds tracked by Wall St. Rank hold BAR as of Q3 2025.

Pineridge Advisors held 4,680 shares of GraniteShares Gold Shares worth $178K as of Q3 2025.
Pineridge Advisors sold 575 GraniteShares Gold Shares shares in Q3 2025, an estimated $19.6K.
GraniteShares Gold Shares made up 0.05% of Pineridge Advisors's portfolio in Q3 2025, its #54 holding.
Pineridge Advisors first reported a position in GraniteShares Gold Shares in Q4 2023 and has held it in 8 quarters since.
157 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.