Sunbelt Securities’s GraniteShares Gold Shares BAR Stock Holding History

Sunbelt Securities’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 Q4	–	Sell	-325	Closed	-$12.4K	–	2798
2025 Q3	$12.4K	Hold	325	–	–	﹤0.01%	1393
2025 Q2	$8.41K	Hold	325	–	–	﹤0.01%	1339
2025 Q1	$10K	Hold	325	–	–	﹤0.01%	1268
2024 Q4	$8.37K	Hold	325	–	–	﹤0.01%	1342
2024 Q3	$8.44K	Buy	+325	New	+$7.95K	﹤0.01%	1326
2021 Q4	–	Sell	-16,300	Closed	-$293K	–	467
2021 Q3	$293K	Hold	16,300	–	–	0.05%	354
2021 Q2	$293K	Buy	+16,300	New	+$294K	0.05%	354

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

Bank of New York Mellon New York $609B AUM 40.19% 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

AIM

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

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

Sunbelt Securities's BAR Position: Q4 2025 in Review

Sunbelt Securities sold out of GraniteShares Gold Shares (BAR) in Q4 2025, closing a stake of 325 shares — an estimated $12.4K sold.

Sunbelt Securities first reported a position in BAR in Q2 2021 and held it in 7 quarters. The position peaked at $293K in Q3 2021. 171 funds tracked by Wall St. Rank hold BAR as of Q4 2025.

Sunbelt Securities reported no remaining GraniteShares Gold Shares position as of Q4 2025 after selling out during the quarter.
Sunbelt Securities sold 325 GraniteShares Gold Shares shares in Q4 2025, an estimated $12.4K.
Sunbelt Securities first reported a position in GraniteShares Gold Shares in Q2 2021 and held it in 7 quarters.
Sunbelt Securities's GraniteShares Gold Shares position peaked at $293K in Q3 2021.
171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q4 2025.

Based on Sunbelt Securities's 13F filing for Q4 2025, filed 20 Feb 2026.