Tactive Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Tactive 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
2026 Q2	$638K	Sell	16,152 -48	-0.3%	-$2.13K	0.16%	122
2026 Q1	$747K	Sell	16,200 -8,523	-34%	-$409K	0.21%	108
2025 Q4	$1.05M	Buy	24,723 +6,071	+33%	+$248K	0.31%	82
2025 Q3	$710K	Sell	18,652 -1,463	-7%	-$49.9K	0.2%	114
2025 Q2	$657K	Buy	+20,115	New	+$652K	0.21%	109
2024 Q1	$646K	Buy	29,410 +3,975	+16%	+$81.4K	0.34%	59
2023 Q4	$519K	Buy	25,435 +9,248	+57%	+$181K	0.33%	42
2023 Q3	$296K	Buy	+16,187	New	+$309K	0.26%	51

Other funds holding BAR

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

Jupiter Topco New York $245B AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

BOPW

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

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Tactive Advisors's BAR Position: Q2 2026 in Review

Tactive Advisors reduced its GraniteShares Gold Shares (BAR) stake by 0.3% in Q2 2026, selling an estimated $2.13K and leaving 16,152 shares worth $638K. The position accounts for 0.16% of the portfolio, ranked #122.

Tactive Advisors first reported a position in BAR in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.05M in Q4 2025. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

Tactive Advisors held 16,152 shares of GraniteShares Gold Shares worth $638K as of Q2 2026.
Tactive Advisors sold 48 GraniteShares Gold Shares shares in Q2 2026, an estimated $2.13K.
GraniteShares Gold Shares made up 0.16% of Tactive Advisors's portfolio in Q2 2026, its #122 holding.
Tactive Advisors first reported a position in GraniteShares Gold Shares in Q3 2023 and has held it in 8 quarters since.
Tactive Advisors's GraniteShares Gold Shares position peaked at $1.05M in Q4 2025.
172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.