SWP
BAR icon

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
2026
Q2 		$488K Buy
+12,355
New +$549K ﹤0.01% 1159
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
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

Stratos Wealth Partners's BAR Position: Q2 2026 in Review

Stratos Wealth Partners opened a new position in GraniteShares Gold Shares (BAR) in Q2 2026: 12,355 shares worth $488K. The stake represents ﹤0.01% of the portfolio and ranks #1159 among its holdings. This is a return to the name: Stratos Wealth Partners previously reported a position in BAR as recently as Q1 2025.

Stratos Wealth Partners first reported a position in BAR in Q4 2024 and has held it in 3 quarters since. 171 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Stratos Wealth Partners held 12,355 shares of GraniteShares Gold Shares worth $488K as of Q2 2026.
  • GraniteShares Gold Shares was a new Stratos Wealth Partners position in Q2 2026.
  • GraniteShares Gold Shares made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1159 holding.
  • Stratos Wealth Partners first reported a position in GraniteShares Gold Shares in Q4 2024 and has held it in 3 quarters since.
  • 171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.