PS
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Principal Securities’s GraniteShares Gold Shares BAR Stock Holding History

Principal Securities’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
Q4 		– Sell
-1,091
Closed -$41.5K – 1540
2025
Q3 		$41.5K Sell
1,091
-11,628
-91% -$397K ﹤0.01% 2042
2025
Q2 		$415K Sell
12,719
-4,386
-26% -$142K 0.01% 926
2025
Q1 		$443K Hold
17,105
– – 0.01% 823
2024
Q4 		$443K Sell
17,105
-170
-1% -$4.47K 0.01% 820
2024
Q3 		$449K Sell
17,275
-530
-3% -$13K 0.01% 796
2024
Q2 		$409K Buy
17,805
+3,287
+23% +$75.9K 0.01% 774
2024
Q1 		$319K Buy
14,518
+1,471
+11% +$30.1K 0.01% 837
2023
Q4 		$266K Buy
+13,047
New +$255K 0.01% 838

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.19B AUM 17.95% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return