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 Q2	$6.16M	Sell	155,792 -15,492	-9%	-$688K	﹤0.01%	2576
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 $1.55T AUM 33.47% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial's BAR Position: Q2 2026 in Review

Raymond James Financial reduced its GraniteShares Gold Shares (BAR) stake by 9% in Q2 2026, selling an estimated $688K and leaving 155,792 shares worth $6.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2576.

Raymond James Financial first reported a position in BAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.92M in Q2 2025. 171 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

Raymond James Financial held 155,792 shares of GraniteShares Gold Shares worth $6.16M as of Q2 2026.
Raymond James Financial sold 15,492 GraniteShares Gold Shares shares in Q2 2026, an estimated $688K.
GraniteShares Gold Shares made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2576 holding.
Raymond James Financial first reported a position in GraniteShares Gold Shares in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's GraniteShares Gold Shares position peaked at $8.92M in Q2 2025.
171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.