SMC
BAR icon

Smith, Moore & Co’s GraniteShares Gold Shares BAR Stock Holding History

Smith, Moore & Co’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 		$2.07M Buy
44,799
+14,234
+47% +$683K 0.15% 130
2025
Q4 		$1.3M Sell
30,565
-325
-1% -$13.3K 0.1% 169
2025
Q3 		$1.18M Buy
30,890
+31
+0.1% +$1.06K 0.09% 189
2025
Q2 		$1.01M Buy
30,859
+700
+2% +$22.7K 0.08% 204
2025
Q1 		$930K Buy
30,159
+1,269
+4% +$35.9K 0.09% 206
2024
Q4 		$748K Buy
28,890
+2,397
+9% +$63K 0.07% 228
2024
Q3 		$688K Buy
26,493
+419
+2% +$10.3K 0.07% 242
2024
Q2 		$599K Buy
26,074
+496
+2% +$11.5K 0.06% 238
2024
Q1 		$562K Sell
25,578
-2,750
-10% -$56.3K 0.06% 251
2023
Q4 		$578K Buy
28,328
+185
+0.7% +$3.62K 0.07% 239
2023
Q3 		$514K Buy
28,143
+55
+0.2% +$1.05K 0.07% 236
2023
Q2 		$534K Buy
28,088
+2,664
+10% +$52.2K 0.07% 237
2023
Q1 		$496K Buy
25,424
+165
+0.7% +$3.09K 0.07% 239
2022
Q4 		$456K Buy
25,259
+657
+3% +$11.3K 0.06% 245
2022
Q3 		$405K Buy
24,602
+531
+2% +$9.08K 0.06% 244
2022
Q2 		$431K Buy
24,071
+2,138
+10% +$39.7K 0.07% 237
2022
Q1 		$421K Sell
21,933
-681
-3% -$12.7K 0.06% 269
2021
Q4 		$410K Buy
22,614
+1,193
+6% +$21.3K 0.06% 269
2021
Q3 		$374K Buy
21,421
+4,438
+26% +$78.9K 0.06% 279
2021
Q2 		$299K Buy
+16,983
New +$306K 0.05% 315

Other funds holding BAR

Bank of America
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
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

Smith, Moore & Co's BAR Position: Q1 2026 in Review

Smith, Moore & Co increased its GraniteShares Gold Shares (BAR) stake by 47% in Q1 2026, buying an estimated $683K and bringing the position to 44,799 shares worth $2.07M. The position accounts for 0.15% of the portfolio, ranked #130.

Smith, Moore & Co first reported a position in BAR in Q2 2021 and has held it in 20 quarters since. 176 funds tracked by Wall St. Rank hold BAR as of Q1 2026.

  • Smith, Moore & Co held 44,799 shares of GraniteShares Gold Shares worth $2.07M as of Q1 2026.
  • Smith, Moore & Co bought 14,234 GraniteShares Gold Shares shares in Q1 2026, an estimated $683K.
  • GraniteShares Gold Shares made up 0.15% of Smith, Moore & Co's portfolio in Q1 2026, its #130 holding.
  • Smith, Moore & Co first reported a position in GraniteShares Gold Shares in Q2 2021 and has held it in 20 quarters since.
  • 176 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.