USCWA
BAR icon

U.S. Capital Wealth Advisors’s GraniteShares Gold Shares BAR Stock Holding History

U.S. Capital Wealth 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
Q1 		$4.9M Sell
106,324
-30,350
-22% -$1.46M 0.12% 196
2025
Q4 		$5.81M Sell
136,674
-13,836
-9% -$566K 0.15% 169
2025
Q3 		$5.73M Buy
150,510
+646
+0.4% +$22K 0.15% 154
2025
Q2 		$4.89M Buy
149,864
+7,140
+5% +$231K 0.14% 165
2025
Q1 		$4.4M Buy
142,724
+17,699
+14% +$501K 0.13% 167
2024
Q4 		$3.24M Buy
125,025
+9,350
+8% +$246K 0.1% 210
2024
Q3 		$3M Sell
115,675
-3,800
-3% -$93K 0.11% 183
2024
Q2 		$2.74M Buy
119,475
+500
+0.4% +$11.5K 0.1% 191
2024
Q1 		$2.61M Buy
118,975
+6,300
+6% +$129K 0.1% 193
2023
Q4 		$2.3M Buy
112,675
+28,095
+33% +$549K 0.09% 200
2023
Q3 		$1.55M Buy
84,580
+200
+0.2% +$3.81K 0.07% 245
2023
Q2 		$1.6M Buy
+84,380
New +$1.65M 0.08% 247

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $528B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.24B AUM 20.11% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.19B AUM 17.95% 1-Year Est. Return