Stratos Wealth Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Stratos Wealth Advisors’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
2025 Q2	–	Sell	-10,019	Closed	-$309K	–	675
2025 Q1	$309K	Buy	10,019 +67	+0.7%	+$1.9K	0.02%	543
2024 Q4	$258K	Hold	9,952	–	–	0.01%	610
2024 Q3	$258K	Buy	9,952 +397	+4%	+$9.71K	0.01%	643
2024 Q2	$219K	Sell	9,555 -2,480	-21%	-$57.3K	0.01%	641
2024 Q1	$264K	Hold	12,035	–	–	0.02%	571
2023 Q4	$245K	Hold	12,035	–	–	0.01%	601
2023 Q3	$220K	Hold	12,035	–	–	0.01%	603
2023 Q2	$229K	Sell	12,035 -46	-0.4%	-$901	0.02%	575
2023 Q1	$236K	Buy	12,081 +300	+3%	+$5.62K	0.02%	549
2022 Q4	$213K	Sell	11,781 -2,204	-16%	-$37.8K	0.02%	538
2022 Q3	$230K	Buy	+13,985	New	+$239K	0.02%	456
2021 Q3	–	Sell	-14,082	Closed	-$248K	–	500
2021 Q2	$248K	Buy	+14,082	New	+$254K	0.02%	477

Other funds holding BAR

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 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

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Stratos Wealth Advisors's BAR Position: Q2 2025 in Review

Stratos Wealth Advisors sold out of GraniteShares Gold Shares (BAR) in Q2 2025, closing a stake of 10,019 shares — an estimated $309K sold.

Stratos Wealth Advisors first reported a position in BAR in Q2 2021 and held it in 12 quarters. The position peaked at $309K in Q1 2025. 134 funds tracked by Wall St. Rank hold BAR as of Q2 2025.

Stratos Wealth Advisors reported no remaining GraniteShares Gold Shares position as of Q2 2025 after selling out during the quarter.
Stratos Wealth Advisors sold 10,019 GraniteShares Gold Shares shares in Q2 2025, an estimated $309K.
Stratos Wealth Advisors first reported a position in GraniteShares Gold Shares in Q2 2021 and held it in 12 quarters.
Stratos Wealth Advisors's GraniteShares Gold Shares position peaked at $309K in Q1 2025.
134 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2025.

Based on Stratos Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.