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SeaCrest Wealth Management’s GraniteShares Gold Shares BAR Stock Holding History

SeaCrest Wealth 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
Q2 		– Sell
-5,150
Closed -$238K – 557
2026
Q1 		$238K Hold
5,150
– – 0.03% 540
2025
Q4 		$226K Sell
5,150
-400
-7% -$16.4K 0.02% 548
2025
Q3 		$221K Buy
+5,550
New +$189K 0.02% 562
2022
Q3 		– Sell
-1,464
Closed -$26K – 704
2022
Q2 		$26K Buy
+1,464
New +$27.2K ﹤0.01% 1383

Other funds holding BAR

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JT
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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

SeaCrest Wealth Management's BAR Position: Q2 2026 in Review

SeaCrest Wealth Management sold out of GraniteShares Gold Shares (BAR) in Q2 2026, closing a stake of 5,150 shares — an estimated $238K sold.

SeaCrest Wealth Management first reported a position in BAR in Q2 2022 and held it in 4 quarters. The position peaked at $238K in Q1 2026. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • SeaCrest Wealth Management reported no remaining GraniteShares Gold Shares position as of Q2 2026 after selling out during the quarter.
  • SeaCrest Wealth Management sold 5,150 GraniteShares Gold Shares shares in Q2 2026, an estimated $238K.
  • SeaCrest Wealth Management first reported a position in GraniteShares Gold Shares in Q2 2022 and held it in 4 quarters.
  • SeaCrest Wealth Management's GraniteShares Gold Shares position peaked at $238K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.