Stifel Financial
BAR icon

Stifel Financial’s GraniteShares Gold Shares BAR Stock Holding History

Stifel Financial’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 		$7.43M Buy
187,913
+20,954
+13% +$931K 0.01% 1192
2026
Q1 		$7.7M Sell
166,959
-33,469
-17% -$1.61M 0.01% 1092
2025
Q4 		$8.52M Sell
200,428
-22,826
-10% -$934K 0.01% 1036
2025
Q3 		$8.5M Sell
223,254
-4,819
-2% -$164K 0.01% 1017
2025
Q2 		$7.44M Sell
228,073
-30,079
-12% -$975K 0.01% 1037
2025
Q1 		$7.96M Sell
258,152
-8,284
-3% -$234K 0.01% 955
2024
Q4 		$6.9M Sell
266,436
-9,944
-4% -$261K 0.01% 1034
2024
Q3 		$7.18M Buy
276,380
+2,157
+0.8% +$52.8K 0.01% 1008
2024
Q2 		$6.3M Sell
274,223
-27,180
-9% -$628K 0.01% 1015
2024
Q1 		$6.62M Sell
301,403
-73,493
-20% -$1.51M 0.01% 995
2023
Q4 		$7.64M Sell
374,896
-1,756
-0.5% -$34.3K 0.01% 884
2023
Q3 		$6.89M Sell
376,652
-588
-0.2% -$11.2K 0.01% 877
2023
Q2 		$7.17M Buy
377,240
+6,733
+2% +$132K 0.01% 856
2023
Q1 		$7.23M Buy
370,507
+2,374
+0.6% +$44.5K 0.01% 822
2022
Q4 		$6.64M Buy
368,133
+37,413
+11% +$641K 0.01% 846
2022
Q3 		$5.45M Sell
330,720
-82,779
-20% -$1.42M 0.01% 912
2022
Q2 		$7.41M Buy
413,499
+60,575
+17% +$1.12M 0.01% 780
2022
Q1 		$6.78M Buy
352,924
+12,167
+4% +$227K 0.01% 898
2021
Q4 		$6.18M Sell
340,757
-11,385
-3% -$203K 0.01% 958
2021
Q3 		$6.14M Buy
352,142
+30,685
+10% +$545K 0.01% 910
2021
Q2 		$5.66M Buy
321,457
+8,435
+3% +$152K 0.01% 958
2021
Q1 		$5.32M Buy
313,022
+76,408
+32% +$1.36M 0.01% 921
2020
Q4 		$4.47M Buy
236,614
+9,671
+4% +$180K 0.01% 935
2020
Q3 		$4.25M Buy
226,943
+30,638
+16% +$583K 0.01% 850
2020
Q2 		$3.48M Buy
196,305
+128,485
+189% +$2.19M 0.01% 891
2020
Q1 		$1.07M Sell
67,820
-1,061
-2% -$16.7K ﹤0.01% 1386
2019
Q4 		$1.04M Buy
68,881
+20,636
+43% +$305K ﹤0.01% 1804
2019
Q3 		$707K Buy
+48,245
New +$709K ﹤0.01% 1970

Other funds holding BAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JT
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 22.96% 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

Stifel Financial's BAR Position: Q2 2026 in Review

Stifel Financial increased its GraniteShares Gold Shares (BAR) stake by 13% in Q2 2026, buying an estimated $931K and bringing the position to 187,913 shares worth $7.43M. The position accounts for 0.01% of the portfolio, ranked #1192.

Stifel Financial first reported a position in BAR in Q3 2019 and has held it in 28 quarters since. The position peaked at $8.52M in Q4 2025. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Stifel Financial held 187,913 shares of GraniteShares Gold Shares worth $7.43M as of Q2 2026.
  • Stifel Financial bought 20,954 GraniteShares Gold Shares shares in Q2 2026, an estimated $931K.
  • GraniteShares Gold Shares made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1192 holding.
  • Stifel Financial first reported a position in GraniteShares Gold Shares in Q3 2019 and has held it in 28 quarters since.
  • Stifel Financial's GraniteShares Gold Shares position peaked at $8.52M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.