Root Financial Partners’s GraniteShares Gold Shares BAR Stock Holding History

Root Financial Partners’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	$8.72K	Hold	189	–	–	﹤0.01%	1738
2025 Q4	$8.03K	Hold	189	–	–	﹤0.01%	1595
2025 Q3	$7.19K	Buy	+189	New	+$6.45K	﹤0.01%	1581

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

Root Financial Partners's BAR Position: Q1 2026 in Review

Root Financial Partners held its GraniteShares Gold Shares (BAR) position steady in Q1 2026 at 189 shares worth $8.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

Root Financial Partners first reported a position in BAR in Q3 2025 and has held it in 3 quarters since. 176 funds tracked by Wall St. Rank hold BAR as of Q1 2026.

Root Financial Partners held 189 shares of GraniteShares Gold Shares worth $8.72K as of Q1 2026.
Root Financial Partners left its GraniteShares Gold Shares share count unchanged in Q1 2026.
GraniteShares Gold Shares made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1738 holding.
Root Financial Partners first reported a position in GraniteShares Gold Shares in Q3 2025 and has held it in 3 quarters since.
176 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.