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Prime Capital Investment Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Prime Capital Investment 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
Q2 		– Sell
-60,450
Closed -$1.86M – 975
2025
Q1 		$1.86M Buy
+60,450
New +$1.71M 0.02% 379

Other funds holding BAR

Bank of America
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
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
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Prime Capital Investment Advisors's BAR Position: Q2 2025 in Review

Prime Capital Investment Advisors sold out of GraniteShares Gold Shares (BAR) in Q2 2025, closing a stake of 60,450 shares — an estimated $1.86M sold.

Prime Capital Investment Advisors first reported a position in BAR in Q1 2025 and held it in 1 quarter. The position peaked at $1.86M in Q1 2025. 134 funds tracked by Wall St. Rank hold BAR as of Q2 2025.

  • Prime Capital Investment Advisors reported no remaining GraniteShares Gold Shares position as of Q2 2025 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 60,450 GraniteShares Gold Shares shares in Q2 2025, an estimated $1.86M.
  • Prime Capital Investment Advisors first reported a position in GraniteShares Gold Shares in Q1 2025 and held it in 1 quarter.
  • Prime Capital Investment Advisors's GraniteShares Gold Shares position peaked at $1.86M in Q1 2025.
  • 134 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.