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SVB Wealth’s GraniteShares Gold Shares BAR Stock Holding History

SVB Wealth’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
-1,232
Closed -$38K – 609
2025
Q1 		$38K Buy
+1,232
New +$34.9K ﹤0.01% 602
2022
Q4 		– Sell
-10,927
Closed -$180K – 1050
2022
Q3 		$180K Sell
10,927
-1,706
-14% -$29.2K ﹤0.01% 870
2022
Q2 		$226K Buy
+12,633
New +$235K ﹤0.01% 646
2021
Q4 		– Sell
-12,657
Closed -$221K – 824
2021
Q3 		$221K Sell
12,657
-403
-3% -$7.16K ﹤0.01% 883
2021
Q2 		$230K Sell
13,060
-3,274
-20% -$59K ﹤0.01% 855
2021
Q1 		$277K Sell
16,334
-38,796
-70% -$691K ﹤0.01% 718
2020
Q4 		$1.04M Buy
55,130
+438
+0.8% +$8.17K 0.02% 328
2020
Q3 		$1.02M Buy
54,692
+6,750
+14% +$128K 0.02% 296
2020
Q2 		$850K Buy
47,942
+15,829
+49% +$270K 0.02% 292
2020
Q1 		$504K Sell
32,113
-30,655
-49% -$483K 0.01% 318
2019
Q4 		$948K Buy
+62,768
New +$927K 0.02% 305

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

SVB Wealth's BAR Position: Q2 2025 in Review

SVB Wealth sold out of GraniteShares Gold Shares (BAR) in Q2 2025, closing a stake of 1,232 shares — an estimated $38K sold.

SVB Wealth first reported a position in BAR in Q4 2019 and held it in 11 quarters. The position peaked at $1.04M in Q4 2020. 134 funds tracked by Wall St. Rank hold BAR as of Q2 2025.

  • SVB Wealth reported no remaining GraniteShares Gold Shares position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 1,232 GraniteShares Gold Shares shares in Q2 2025, an estimated $38K.
  • SVB Wealth first reported a position in GraniteShares Gold Shares in Q4 2019 and held it in 11 quarters.
  • SVB Wealth's GraniteShares Gold Shares position peaked at $1.04M in Q4 2020.
  • 134 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.