Steward Partners Investment Advisory
BAR icon

Steward Partners Investment Advisory’s GraniteShares Gold Shares BAR Stock Holding History

Steward Partners Investment Advisory’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 		$4.53M Sell
114,576
-3,842
-3% -$171K 0.02% 594
2026
Q1 		$5.46M Sell
118,418
-46,056
-28% -$2.21M 0.03% 485
2025
Q4 		$6.99M Buy
164,474
+2,458
+2% +$101K 0.04% 389
2025
Q3 		$6.17M Buy
162,016
+2,942
+2% +$100K 0.04% 418
2025
Q2 		$5.19M Buy
159,074
+45,282
+40% +$1.47M 0.04% 423
2025
Q1 		$3.51M Buy
113,792
+12,580
+12% +$356K 0.03% 492
2024
Q4 		$2.62M Sell
101,212
-1,487
-1% -$39.1K 0.02% 560
2024
Q3 		$2.67M Buy
102,699
+2,942
+3% +$72K 0.02% 535
2024
Q2 		$2.29M Buy
99,757
+90,107
+934% +$2.08M 0.02% 541
2024
Q1 		$212K Buy
9,650
+150
+2% +$3.07K ﹤0.01% 1404
2023
Q4 		$194K Hold
9,500
– – ﹤0.01% 1392
2023
Q3 		$174K Buy
+9,500
New +$181K ﹤0.01% 1352
2021
Q1 		– Sell
-100
Closed -$2K – 3415
2020
Q4 		$2K Hold
100
– – ﹤0.01% 2681
2020
Q3 		$2K Sell
100
-5,518
-98% -$105K ﹤0.01% 2552
2020
Q2 		$100K Buy
5,618
+158
+3% +$2.7K ﹤0.01% 1149
2020
Q1 		$85K Hold
5,460
– – ﹤0.01% 1056
2019
Q4 		$82K Sell
5,460
-2,080
-28% -$30.7K ﹤0.01% 1200
2019
Q3 		$110K Buy
7,540
+2,960
+65% +$43.5K ﹤0.01% 1053
2019
Q2 		$64K Buy
+4,580
New +$59.8K ﹤0.01% 1241

Other funds holding BAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jupiter Topco
Jupiter Topco New York $245B AUM
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 22.9% 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

Steward Partners Investment Advisory's BAR Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its GraniteShares Gold Shares (BAR) stake by 3.2% in Q2 2026, selling an estimated $171K and leaving 114,576 shares worth $4.53M. The position accounts for 0.02% of the portfolio, ranked #594.

Steward Partners Investment Advisory first reported a position in BAR in Q2 2019 and has held it in 19 quarters since. The position peaked at $6.99M in Q4 2025. 171 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Steward Partners Investment Advisory held 114,576 shares of GraniteShares Gold Shares worth $4.53M as of Q2 2026.
  • Steward Partners Investment Advisory sold 3,842 GraniteShares Gold Shares shares in Q2 2026, an estimated $171K.
  • GraniteShares Gold Shares made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #594 holding.
  • Steward Partners Investment Advisory first reported a position in GraniteShares Gold Shares in Q2 2019 and has held it in 19 quarters since.
  • Steward Partners Investment Advisory's GraniteShares Gold Shares position peaked at $6.99M in Q4 2025.
  • 171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.