Visionary Wealth Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Visionary 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 Q2	$311K	Hold	7,863	–	–	0.01%	535
2026 Q1	$363K	Hold	7,863	–	–	0.02%	477
2025 Q4	$334K	Hold	7,863	–	–	0.02%	477
2025 Q3	$299K	Hold	7,863	–	–	0.01%	493
2025 Q2	$257K	Hold	7,863	–	–	0.01%	498
2025 Q1	$242K	Hold	7,863	–	–	0.01%	487
2024 Q4	$204K	Hold	7,863	–	–	0.01%	516
2024 Q3	$204K	Buy	+7,863	New	+$192K	0.01%	513

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

Visionary Wealth Advisors's BAR Position: Q2 2026 in Review

Visionary Wealth Advisors held its GraniteShares Gold Shares (BAR) position steady in Q2 2026 at 7,863 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #535.

Visionary Wealth Advisors first reported a position in BAR in Q3 2024 and has held it in 8 quarters since. The position peaked at $363K in Q1 2026. 171 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

Visionary Wealth Advisors held 7,863 shares of GraniteShares Gold Shares worth $311K as of Q2 2026.
Visionary Wealth Advisors left its GraniteShares Gold Shares share count unchanged in Q2 2026.
GraniteShares Gold Shares made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #535 holding.
Visionary Wealth Advisors first reported a position in GraniteShares Gold Shares in Q3 2024 and has held it in 8 quarters since.
Visionary Wealth Advisors's GraniteShares Gold Shares position peaked at $363K in Q1 2026.
171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.