Virtue Capital Management’s GraniteShares Gold Shares BAR Stock Holding History

Virtue Capital Management’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	$1.16M	Buy	29,305 +7,161	+32%	+$318K	0.15%	124
2026 Q1	$985K	Sell	22,144 -14,158	-39%	-$680K	0.15%	127
2025 Q4	$1.55M	Buy	36,302 +26,302	+263%	+$1.08M	0.24%	73
2025 Q3	$13.7K	Sell	10,000 -23,281	-70%	-$795K	﹤0.01%	294
2025 Q2	$1.09M	Buy	33,281 +1,649	+5%	+$53.4K	0.2%	81
2025 Q1	$975K	Buy	+31,632	New	+$895K	0.11%	141

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

Virtue Capital Management's BAR Position: Q2 2026 in Review

Virtue Capital Management increased its GraniteShares Gold Shares (BAR) stake by 32% in Q2 2026, buying an estimated $318K and bringing the position to 29,305 shares worth $1.16M. The position accounts for 0.15% of the portfolio, ranked #124.

Virtue Capital Management first reported a position in BAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.55M in Q4 2025. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

Virtue Capital Management held 29,305 shares of GraniteShares Gold Shares worth $1.16M as of Q2 2026.
Virtue Capital Management bought 7,161 GraniteShares Gold Shares shares in Q2 2026, an estimated $318K.
GraniteShares Gold Shares made up 0.15% of Virtue Capital Management's portfolio in Q2 2026, its #124 holding.
Virtue Capital Management first reported a position in GraniteShares Gold Shares in Q1 2025 and has held it in 6 quarters since.
Virtue Capital Management's GraniteShares Gold Shares position peaked at $1.55M in Q4 2025.
172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Virtue Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.