Rockefeller Capital Management
BAR icon

Rockefeller Capital Management’s GraniteShares Gold Shares BAR Stock Holding History

Rockefeller Capital Management’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 		$21.2M Sell
459,652
-4,042
-0.9% -$194K 0.04% 426
2025
Q4 		$19.7M Buy
463,694
+13,833
+3% +$566K 0.04% 443
2025
Q3 		$17.1M Buy
449,861
+4,827
+1% +$165K 0.03% 463
2025
Q2 		$14.5M Sell
445,034
-5,054
-1% -$164K 0.03% 485
2025
Q1 		$13.9M Sell
450,088
-16,168
-3% -$457K 0.03% 470
2024
Q4 		$12M Sell
466,256
-2,777
-0.6% -$72.9K 0.03% 511
2024
Q3 		$12.1M Sell
469,033
-9,375
-2% -$229K 0.03% 485
2024
Q2 		$11M Sell
478,408
-16,389
-3% -$378K 0.03% 486
2024
Q1 		$10.9M Sell
494,797
-48,644
-9% -$996K 0.03% 475
2023
Q4 		$11.1M Sell
543,441
-15,150
-3% -$296K 0.04% 422
2023
Q3 		$10.2M Buy
558,591
+33,097
+6% +$631K 0.04% 415
2023
Q2 		$9.99M Buy
525,494
+32,806
+7% +$642K 0.04% 431
2023
Q1 		$9.61M Buy
492,688
+7,278
+1% +$136K 0.04% 415
2022
Q4 		$8.76M Buy
485,410
+14,981
+3% +$257K 0.04% 395
2022
Q3 		$7.75M Sell
470,429
-12,841
-3% -$220K 0.04% 423
2022
Q2 		$8.65M Sell
483,270
-844
-0.2% -$15.7K 0.05% 381
2022
Q1 		$9.29M Buy
484,114
+55,302
+13% +$1.03M 0.04% 387
2021
Q4 		$7.78M Buy
428,812
+1,009
+0.2% +$18K 0.04% 403
2021
Q3 		$7.46M Buy
427,803
+25,252
+6% +$449K 0.04% 374
2021
Q2 		$7.08M Buy
402,551
+7,297
+2% +$132K 0.04% 369
2021
Q1 		$6.71M Buy
395,254
+78,717
+25% +$1.4M 0.05% 309
2020
Q4 		$5.98M Buy
316,537
+951
+0.3% +$17.7K 0.05% 292
2020
Q3 		$5.92M Sell
315,586
-1,624
-0.5% -$30.9K 0.06% 250
2020
Q2 		$5.63M Buy
317,210
+316,170
+30,401% +$5.4M 0.06% 232
2020
Q1 		$16K Sell
1,040
-2,638
-72% -$41.6K ﹤0.01% 1578
2019
Q4 		$56K Buy
+3,678
New +$54.3K ﹤0.01% 1121
2019
Q2 		– Sell
-720
Closed -$9K – 1665
2019
Q1 		$9K Buy
+720
New +$9.36K ﹤0.01% 1495

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
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
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

Rockefeller Capital Management's BAR Position: Q1 2026 in Review

Rockefeller Capital Management reduced its GraniteShares Gold Shares (BAR) stake by 0.87% in Q1 2026, selling an estimated $194K and leaving 459,652 shares worth $21.2M. The position accounts for 0.04% of the portfolio, ranked #426.

Rockefeller Capital Management first reported a position in BAR in Q1 2019 and has held it in 27 quarters since. 176 funds tracked by Wall St. Rank hold BAR as of Q1 2026.

  • Rockefeller Capital Management held 459,652 shares of GraniteShares Gold Shares worth $21.2M as of Q1 2026.
  • Rockefeller Capital Management sold 4,042 GraniteShares Gold Shares shares in Q1 2026, an estimated $194K.
  • GraniteShares Gold Shares made up 0.04% of Rockefeller Capital Management's portfolio in Q1 2026, its #426 holding.
  • Rockefeller Capital Management first reported a position in GraniteShares Gold Shares in Q1 2019 and has held it in 27 quarters since.
  • 176 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.