SWM
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SHP Wealth Management’s GraniteShares Gold Shares BAR Stock Holding History

SHP 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
-293
Closed -$13.5K – 1994
2026
Q1 		$13.5K Sell
293
-164
-36% -$7.87K ﹤0.01% 827
2025
Q4 		$19.4K Buy
+457
New +$18.7K ﹤0.01% 693

Other funds holding BAR

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
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

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

SHP Wealth Management sold out of GraniteShares Gold Shares (BAR) in Q2 2026, closing a stake of 293 shares — an estimated $13.5K sold.

SHP Wealth Management first reported a position in BAR in Q4 2025 and held it in 2 quarters. The position peaked at $19.4K in Q4 2025. 111 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • SHP Wealth Management reported no remaining GraniteShares Gold Shares position as of Q2 2026 after selling out during the quarter.
  • SHP Wealth Management sold 293 GraniteShares Gold Shares shares in Q2 2026, an estimated $13.5K.
  • SHP Wealth Management first reported a position in GraniteShares Gold Shares in Q4 2025 and held it in 2 quarters.
  • SHP Wealth Management's GraniteShares Gold Shares position peaked at $19.4K in Q4 2025.
  • 111 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.