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 Q3	$7.73K	Buy	+189	New	+$7.93K	﹤0.01%	2039
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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 1-Year Est. Return

Brendel Financial Advisors Hanover, New Hampshire $220M AUM 32.17% 1-Year Est. Return

ETF Store Overland Park, Kansas $122M AUM 15.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Root Financial Partners's BAR Position: Q3 2026 in Review

Root Financial Partners opened a new position in GraniteShares Gold Shares (BAR) in Q3 2026: 189 shares worth $7.73K. The stake represents ﹤0.01% of the portfolio and ranks #2039 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BAR as recently as Q1 2026.

Root Financial Partners first reported a position in BAR in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.72K in Q1 2026. 109 funds tracked by Wall St. Rank hold BAR as of Q3 2026.

Root Financial Partners held 189 shares of GraniteShares Gold Shares worth $7.73K as of Q3 2026.
GraniteShares Gold Shares was a new Root Financial Partners position in Q3 2026.
GraniteShares Gold Shares made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2039 holding.
Root Financial Partners first reported a position in GraniteShares Gold Shares in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's GraniteShares Gold Shares position peaked at $8.72K in Q1 2026.
109 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.