Vestmark Advisory Solutions’s GraniteShares Gold Shares BAR Stock Holding History

Vestmark Advisory Solutions’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	$1.77M	Buy	44,781 +1,195	+3%	+$53.1K	0.02%	762
2026 Q1	$2.01M	Buy	43,586 +1,089	+3%	+$52.3K	0.02%	620
2025 Q4	$1.81M	Buy	+42,497	New	+$1.74M	0.02%	613
2023 Q3	–	Sell	-26,491	Closed	-$504K	–	456
2023 Q2	$504K	Buy	26,491 +162	+0.6%	+$3.17K	0.02%	587
2023 Q1	$514K	Buy	26,329 +959	+4%	+$18K	0.02%	578
2022 Q4	$458K	Buy	25,370 +1,725	+7%	+$29.6K	0.02%	581
2022 Q3	$389K	Buy	23,645 +166	+0.7%	+$2.84K	0.02%	593
2022 Q2	$421K	Buy	23,479 +4,859	+26%	+$90.2K	0.02%	581
2022 Q1	$358K	Buy	18,620 +3,245	+21%	+$60.5K	0.02%	654
2021 Q4	$279K	Sell	15,375 -2,372	-13%	-$42.3K	0.02%	735
2021 Q3	$310K	Buy	+17,747	New	+$315K	0.02%	655

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

Vestmark Advisory Solutions's BAR Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its GraniteShares Gold Shares (BAR) stake by 2.7% in Q2 2026, buying an estimated $53.1K and bringing the position to 44,781 shares worth $1.77M. The position accounts for 0.02% of the portfolio, ranked #762.

Vestmark Advisory Solutions first reported a position in BAR in Q3 2021 and has held it in 11 quarters since. The position peaked at $2.01M in Q1 2026. 171 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

Vestmark Advisory Solutions held 44,781 shares of GraniteShares Gold Shares worth $1.77M as of Q2 2026.
Vestmark Advisory Solutions bought 1,195 GraniteShares Gold Shares shares in Q2 2026, an estimated $53.1K.
GraniteShares Gold Shares made up 0.02% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #762 holding.
Vestmark Advisory Solutions first reported a position in GraniteShares Gold Shares in Q3 2021 and has held it in 11 quarters since.
Vestmark Advisory Solutions's GraniteShares Gold Shares position peaked at $2.01M in Q1 2026.
171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.