Raymond James Financial’s GraniteShares Gold Shares BAR Stock Holding History

Raymond James Financial’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 Q1	$7.9M	Sell	171,284 -25,860	-13%	-$1.24M	﹤0.01%	2208
2025 Q4	$8.38M	Sell	197,144 -1,811	-0.9%	-$74.1K	﹤0.01%	2111
2025 Q3	$7.57M	Sell	198,955 -74,206	-27%	-$2.53M	﹤0.01%	2143
2025 Q2	$8.92M	Buy	273,161 +49,726	+22%	+$1.61M	﹤0.01%	1955
2025 Q1	$6.89M	Buy	223,435 +174,230	+354%	+$4.93M	﹤0.01%	2093
2024 Q4	$1.27M	Buy	+49,205	New	+$1.29M	﹤0.01%	3284

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

AFP

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

BOPW

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

Raymond James Financial's BAR Position: Q1 2026 in Review

Raymond James Financial reduced its GraniteShares Gold Shares (BAR) stake by 13% in Q1 2026, selling an estimated $1.24M and leaving 171,284 shares worth $7.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2208.

Raymond James Financial first reported a position in BAR in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.92M in Q2 2025. 176 funds tracked by Wall St. Rank hold BAR as of Q1 2026.

Raymond James Financial held 171,284 shares of GraniteShares Gold Shares worth $7.9M as of Q1 2026.
Raymond James Financial sold 25,860 GraniteShares Gold Shares shares in Q1 2026, an estimated $1.24M.
GraniteShares Gold Shares made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2208 holding.
Raymond James Financial first reported a position in GraniteShares Gold Shares in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's GraniteShares Gold Shares position peaked at $8.92M in Q2 2025.
176 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.