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
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 $1.37T 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

Stifel Financial's BAR Position: Q1 2026 in Review

Stifel Financial reduced its GraniteShares Gold Shares (BAR) stake by 17% in Q1 2026, selling an estimated $1.61M and leaving 166,959 shares worth $7.7M. The position accounts for 0.01% of the portfolio, ranked #1092.

Stifel Financial first reported a position in BAR in Q3 2019 and has held it in 27 quarters since. The position peaked at $8.52M in Q4 2025. 176 funds tracked by Wall St. Rank hold BAR as of Q1 2026.

  • Stifel Financial held 166,959 shares of GraniteShares Gold Shares worth $7.7M as of Q1 2026.
  • Stifel Financial sold 33,469 GraniteShares Gold Shares shares in Q1 2026, an estimated $1.61M.
  • GraniteShares Gold Shares made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #1092 holding.
  • Stifel Financial first reported a position in GraniteShares Gold Shares in Q3 2019 and has held it in 27 quarters since.
  • Stifel Financial's GraniteShares Gold Shares position peaked at $8.52M in Q4 2025.
  • 176 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.