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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
Q2 		– Sell
-189
Closed -$8.72K – 683
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

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Bank of New York Mellon
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
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
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Root Financial Partners's BAR Position: Q2 2026 in Review

Root Financial Partners sold out of GraniteShares Gold Shares (BAR) in Q2 2026, closing a stake of 189 shares — an estimated $8.72K sold.

Root Financial Partners first reported a position in BAR in Q3 2025 and held it in 3 quarters. The position peaked at $8.72K in Q1 2026. 171 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Root Financial Partners reported no remaining GraniteShares Gold Shares position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 189 GraniteShares Gold Shares shares in Q2 2026, an estimated $8.72K.
  • Root Financial Partners first reported a position in GraniteShares Gold Shares in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's GraniteShares Gold Shares position peaked at $8.72K in Q1 2026.
  • 171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.