PGAM
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Princeton Global Asset Management’s GraniteShares Gold Shares BAR Stock Holding History

Princeton Global Asset Management’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
-67
Closed -$3.09K – 836
2026
Q1 		$3.09K Hold
67
– – ﹤0.01% 732
2025
Q4 		$2.85K Buy
+67
New +$2.74K ﹤0.01% 732

Other funds holding BAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JT
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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

Princeton Global Asset Management's BAR Position: Q2 2026 in Review

Princeton Global Asset Management sold out of GraniteShares Gold Shares (BAR) in Q2 2026, closing a stake of 67 shares — an estimated $3.09K sold.

Princeton Global Asset Management first reported a position in BAR in Q4 2025 and held it in 2 quarters. The position peaked at $3.09K in Q1 2026. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Princeton Global Asset Management reported no remaining GraniteShares Gold Shares position as of Q2 2026 after selling out during the quarter.
  • Princeton Global Asset Management sold 67 GraniteShares Gold Shares shares in Q2 2026, an estimated $3.09K.
  • Princeton Global Asset Management first reported a position in GraniteShares Gold Shares in Q4 2025 and held it in 2 quarters.
  • Princeton Global Asset Management's GraniteShares Gold Shares position peaked at $3.09K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.