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

Stratos Wealth Partners’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	-9,084	Closed	-$280K	–	1424
2025 Q1	$280K	Hold	9,084	–	–	﹤0.01%	1128
2024 Q4	$235K	Buy	+9,084	New	+$239K	﹤0.01%	1275

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 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 $785M AUM 21.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

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

Stratos Wealth Partners sold out of GraniteShares Gold Shares (BAR) in Q2 2025, closing a stake of 9,084 shares — an estimated $280K sold.

Stratos Wealth Partners first reported a position in BAR in Q4 2024 and held it in 2 quarters. The position peaked at $280K in Q1 2025. 134 funds tracked by Wall St. Rank hold BAR as of Q2 2025.

Stratos Wealth Partners reported no remaining GraniteShares Gold Shares position as of Q2 2025 after selling out during the quarter.
Stratos Wealth Partners sold 9,084 GraniteShares Gold Shares shares in Q2 2025, an estimated $280K.
Stratos Wealth Partners first reported a position in GraniteShares Gold Shares in Q4 2024 and held it in 2 quarters.
Stratos Wealth Partners's GraniteShares Gold Shares position peaked at $280K in Q1 2025.
134 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2025.

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