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 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 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

Steward Partners Investment Advisory's BAR Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its GraniteShares Gold Shares (BAR) stake by 28% in Q1 2026, selling an estimated $2.21M and leaving 118,418 shares worth $5.46M. The position accounts for 0.03% of the portfolio, ranked #485.

Steward Partners Investment Advisory first reported a position in BAR in Q2 2019 and has held it in 18 quarters since. The position peaked at $6.99M in Q4 2025. 176 funds tracked by Wall St. Rank hold BAR as of Q1 2026.

Steward Partners Investment Advisory held 118,418 shares of GraniteShares Gold Shares worth $5.46M as of Q1 2026.
Steward Partners Investment Advisory sold 46,056 GraniteShares Gold Shares shares in Q1 2026, an estimated $2.21M.
GraniteShares Gold Shares made up 0.03% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #485 holding.
Steward Partners Investment Advisory first reported a position in GraniteShares Gold Shares in Q2 2019 and has held it in 18 quarters since.
Steward Partners Investment Advisory's GraniteShares Gold Shares position peaked at $6.99M in Q4 2025.
176 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.