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 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

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

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

AFP

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

BOPW

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

U.S. Capital Wealth Advisors's BAR Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its GraniteShares Gold Shares (BAR) stake by 22% in Q1 2026, selling an estimated $1.46M and leaving 106,324 shares worth $4.9M. The position accounts for 0.12% of the portfolio, ranked #196.

U.S. Capital Wealth Advisors first reported a position in BAR in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.81M in Q4 2025. 176 funds tracked by Wall St. Rank hold BAR as of Q1 2026.

U.S. Capital Wealth Advisors held 106,324 shares of GraniteShares Gold Shares worth $4.9M as of Q1 2026.
U.S. Capital Wealth Advisors sold 30,350 GraniteShares Gold Shares shares in Q1 2026, an estimated $1.46M.
GraniteShares Gold Shares made up 0.12% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #196 holding.
U.S. Capital Wealth Advisors first reported a position in GraniteShares Gold Shares in Q2 2023 and has held it in 12 quarters since.
U.S. Capital Wealth Advisors's GraniteShares Gold Shares position peaked at $5.81M in Q4 2025.
176 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.