RBA
BAR icon

Richard Bernstein Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Richard Bernstein Advisors’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 		$99.3M Sell
2,151,643
-44,451
-2% -$2.13M 2.88% 12
2025
Q4 		$93.3M Sell
2,196,094
-33,925
-2% -$1.39M 2.74% 11
2025
Q3 		$86.4M Sell
2,230,019
-473,339
-18% -$16.2M 2.46% 11
2025
Q2 		$88.2M Sell
2,703,358
-232,437
-8% -$7.53M 2.18% 12
2025
Q1 		$90.5M Sell
2,935,795
-155,569
-5% -$4.4M 2.19% 12
2024
Q4 		$80M Sell
3,091,364
-71,121
-2% -$1.87M 1.81% 13
2024
Q3 		$82.1M Sell
3,162,485
-115,781
-4% -$2.83M 1.76% 14
2024
Q2 		$75.3M Sell
3,278,266
-183,105
-5% -$4.23M 1.67% 13
2024
Q1 		$76M Sell
3,461,371
-194,921
-5% -$3.99M 1.63% 14
2023
Q4 		$74.6M Sell
3,656,292
-350,838
-9% -$6.86M 1.65% 16
2023
Q3 		$73.3M Sell
4,007,130
-150,303
-4% -$2.86M 1.63% 18
2023
Q2 		$79M Buy
4,157,433
+61,949
+2% +$1.21M 1.67% 18
2023
Q1 		$79.9M Buy
4,095,484
+83,630
+2% +$1.57M 1.69% 17
2022
Q4 		$72.4M Buy
4,011,854
+84,897
+2% +$1.46M 1.62% 18
2022
Q3 		$64.7M Buy
3,926,957
+18,887
+0.5% +$323K 1.62% 19
2022
Q2 		$70M Buy
3,908,070
+41,436
+1% +$769K 1.52% 21
2022
Q1 		$73.8M Buy
3,866,634
+109,268
+3% +$2.04M 1.46% 23
2021
Q4 		$68.2M Sell
3,757,366
-2,648,113
-41% -$47.2M 1.32% 25
2021
Q3 		$112M Buy
6,405,479
+329,293
+5% +$5.85M 2.25% 13
2021
Q2 		$107M Buy
6,076,186
+549,855
+10% +$9.91M 2.22% 14
2021
Q1 		$93.8M Buy
5,526,331
+380,697
+7% +$6.78M 2.14% 17
2020
Q4 		$97.2M Sell
5,145,634
-1,512,400
-23% -$28.2M 2.39% 13
2020
Q3 		$125M Buy
6,658,034
+641,306
+11% +$12.2M 3.5% 8
2020
Q2 		$107M Buy
6,016,728
+179,347
+3% +$3.06M 3.34% 8
2020
Q1 		$91.6M Buy
5,837,381
+233,769
+4% +$3.68M 3.25% 8
2019
Q4 		$83.9M Sell
5,603,612
-27,316
-0.5% -$403K 2.71% 9
2019
Q3 		$82.8M Sell
5,630,928
-59,462
-1% -$874K 2.71% 9
2019
Q2 		$80.1M Sell
5,690,390
-72,699
-1% -$949K 2.66% 10
2019
Q1 		$74.3M Buy
5,763,089
+3,447,379
+149% +$44.8M 2.41% 10
2018
Q4 		$29.6M Buy
2,315,710
+129,570
+6% +$1.59M 1.09% 17
2018
Q3 		$26M Buy
2,186,140
+157,650
+8% +$1.91M 0.75% 20
2018
Q2 		$25.4M Buy
+2,028,490
New +$26.5M 0.81% 20

Other funds holding BAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
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
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return

Richard Bernstein Advisors's BAR Position: Q1 2026 in Review

Richard Bernstein Advisors reduced its GraniteShares Gold Shares (BAR) stake by 2% in Q1 2026, selling an estimated $2.13M and leaving 2,151,643 shares worth $99.3M. The position accounts for 2.88% of the portfolio, ranked #12.

Richard Bernstein Advisors first reported a position in BAR in Q2 2018 and has held it in 32 quarters since. The position peaked at $125M in Q3 2020. 176 funds tracked by Wall St. Rank hold BAR as of Q1 2026.

  • Richard Bernstein Advisors held 2,151,643 shares of GraniteShares Gold Shares worth $99.3M as of Q1 2026.
  • Richard Bernstein Advisors sold 44,451 GraniteShares Gold Shares shares in Q1 2026, an estimated $2.13M.
  • GraniteShares Gold Shares made up 2.88% of Richard Bernstein Advisors's portfolio in Q1 2026, its #12 holding.
  • Richard Bernstein Advisors first reported a position in GraniteShares Gold Shares in Q2 2018 and has held it in 32 quarters since.
  • Richard Bernstein Advisors's GraniteShares Gold Shares position peaked at $125M in Q3 2020.
  • 176 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.