Sound Income Strategies’s GraniteShares Gold Shares BAR Stock Holding History

Sound Income Strategies’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	-575	Closed	-$27K	–	644
2026 Q1	$27K	Hold	575	–	–	﹤0.01%	1065
2025 Q4	$25.9K	Hold	575	–	–	﹤0.01%	1042
2025 Q3	$22.5K	Sell	575 -1,973	-77%	-$67.3K	﹤0.01%	784
2025 Q2	$83.2K	Hold	2,548	–	–	﹤0.01%	414
2025 Q1	$78.6K	Buy	2,548 +1,973	+343%	+$55.8K	﹤0.01%	429
2024 Q4	$14.9K	Hold	575	–	–	﹤0.01%	744
2024 Q3	$14.9K	Hold	575	–	–	﹤0.01%	700
2024 Q2	$13.2K	Hold	575	–	–	﹤0.01%	716
2024 Q1	$12.6K	Hold	575	–	–	﹤0.01%	689
2023 Q4	$11.7K	Hold	575	–	–	﹤0.01%	702
2023 Q3	$10.5K	Hold	575	–	–	﹤0.01%	577
2023 Q2	$10.9K	Hold	575	–	–	﹤0.01%	560
2023 Q1	$11.2K	Hold	575	–	–	﹤0.01%	528
2022 Q4	$10.4K	Hold	575	–	–	﹤0.01%	510
2022 Q3	$9K	Sell	575 -108	-16%	-$1.85K	﹤0.01%	475
2022 Q2	$12K	Hold	683	–	–	﹤0.01%	433
2022 Q1	$13K	Hold	683	–	–	﹤0.01%	414
2021 Q4	$12K	Hold	683	–	–	﹤0.01%	442
2021 Q3	$12K	Hold	683	–	–	﹤0.01%	421
2021 Q2	$12K	Hold	683	–	–	﹤0.01%	434
2021 Q1	$11.6K	Hold	683	–	–	﹤0.01%	456
2020 Q4	$13K	Hold	683	–	–	﹤0.01%	398
2020 Q3	$13K	Buy	683 +217	+47%	+$4.13K	﹤0.01%	358
2020 Q2	$8K	Hold	466	–	–	﹤0.01%	414
2020 Q1	$7K	Buy	+466	New	+$7.34K	﹤0.01%	386

Other funds holding BAR

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CUAMC

China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

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

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Sound Income Strategies's BAR Position: Q2 2026 in Review

Sound Income Strategies sold out of GraniteShares Gold Shares (BAR) in Q2 2026, closing a stake of 575 shares — an estimated $27K sold.

Sound Income Strategies first reported a position in BAR in Q1 2020 and held it in 25 quarters. The position peaked at $83.2K in Q2 2025. 129 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

Sound Income Strategies reported no remaining GraniteShares Gold Shares position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 575 GraniteShares Gold Shares shares in Q2 2026, an estimated $27K.
Sound Income Strategies first reported a position in GraniteShares Gold Shares in Q1 2020 and held it in 25 quarters.
Sound Income Strategies's GraniteShares Gold Shares position peaked at $83.2K in Q2 2025.
129 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.