Semus Wealth Partners’s GraniteShares Gold Shares BAR Stock Holding History

Semus Wealth 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	$1.5M	Sell	32,611 -233	-0.7%	-$11.2K	0.84%	30
2025 Q4	$1.4M	Sell	32,844 -53	-0.2%	-$2.17K	0.75%	32
2025 Q3	$1.25M	Sell	32,897 -487	-1%	-$16.6K	0.71%	33
2025 Q2	$1.09M	Hold	33,384	–	–	0.71%	36
2025 Q1	$1.03M	Sell	33,384 -107	-0.3%	-$3.03K	0.72%	35
2024 Q4	$867K	Sell	33,491 -908	-3%	-$23.9K	0.57%	38
2024 Q3	$893K	Sell	34,399 -175	-0.5%	-$4.28K	0.62%	33
2024 Q2	$794K	Sell	34,574 -512	-1%	-$11.8K	0.61%	33
2024 Q1	$770K	Sell	35,086 -7,962	-18%	-$163K	0.65%	34
2023 Q4	$878K	Sell	43,048 -387	-0.9%	-$7.57K	0.72%	29
2023 Q3	$794K	Sell	43,435 -11,361	-21%	-$217K	0.74%	31
2023 Q2	$1.04M	Sell	54,796 -1,508	-3%	-$29.5K	0.96%	15
2023 Q1	$1.1M	Sell	56,304 -294	-0.5%	-$5.51K	1.18%	13
2022 Q4	$1.02M	Buy	+56,598	New	+$970K	1.24%	11

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

Semus Wealth Partners's BAR Position: Q1 2026 in Review

Semus Wealth Partners reduced its GraniteShares Gold Shares (BAR) stake by 0.71% in Q1 2026, selling an estimated $11.2K and leaving 32,611 shares worth $1.5M. The position accounts for 0.84% of the portfolio, ranked #30.

Semus Wealth Partners first reported a position in BAR in Q4 2022 and has held it in 14 quarters since. 176 funds tracked by Wall St. Rank hold BAR as of Q1 2026.

Semus Wealth Partners held 32,611 shares of GraniteShares Gold Shares worth $1.5M as of Q1 2026.
Semus Wealth Partners sold 233 GraniteShares Gold Shares shares in Q1 2026, an estimated $11.2K.
GraniteShares Gold Shares made up 0.84% of Semus Wealth Partners's portfolio in Q1 2026, its #30 holding.
Semus Wealth Partners first reported a position in GraniteShares Gold Shares in Q4 2022 and has held it in 14 quarters since.
176 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2026.

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