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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 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 $2.56B AUM 27.42% 1-Year Est. Return

Principal Securities's BAR Position: Q4 2025 in Review

Principal Securities sold out of GraniteShares Gold Shares (BAR) in Q4 2025, closing a stake of 1,091 shares — an estimated $41.5K sold.

Principal Securities first reported a position in BAR in Q4 2023 and held it in 8 quarters. The position peaked at $449K in Q3 2024. 171 funds tracked by Wall St. Rank hold BAR as of Q4 2025.

Principal Securities reported no remaining GraniteShares Gold Shares position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 1,091 GraniteShares Gold Shares shares in Q4 2025, an estimated $41.5K.
Principal Securities first reported a position in GraniteShares Gold Shares in Q4 2023 and held it in 8 quarters.
Principal Securities's GraniteShares Gold Shares position peaked at $449K in Q3 2024.
171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.