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 Q3	$2.28M	Buy	55,717 +26,412	+90%	+$1.11M	0.3%	76
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

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

ETF Store Overland Park, Kansas $122M AUM 15.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Clear Point Advisors Melville, New York $146M AUM 10.14% 1-Year Est. Return

Compass Financial Management Tampa, Florida $926M AUM

Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

GC Wealth Management RIA Cambridge, Massachusetts $2.08B AUM 16.73% 1-Year Est. Return

Virtue Capital Management's BAR Position: Q3 2026 in Review

Virtue Capital Management increased its GraniteShares Gold Shares (BAR) stake by 90% in Q3 2026, buying an estimated $1.11M and bringing the position to 55,717 shares worth $2.28M. The position accounts for 0.3% of the portfolio, ranked #76.

Virtue Capital Management first reported a position in BAR in Q1 2025 and has held it in 7 quarters since. 68 funds tracked by Wall St. Rank hold BAR as of Q3 2026.

Virtue Capital Management held 55,717 shares of GraniteShares Gold Shares worth $2.28M as of Q3 2026.
Virtue Capital Management bought 26,412 GraniteShares Gold Shares shares in Q3 2026, an estimated $1.11M.
GraniteShares Gold Shares made up 0.3% of Virtue Capital Management's portfolio in Q3 2026, its #76 holding.
Virtue Capital Management first reported a position in GraniteShares Gold Shares in Q1 2025 and has held it in 7 quarters since.
68 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2026.

Based on Virtue Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.