Wealth Enhancement Advisory Services
BAR icon

Wealth Enhancement Advisory Services’s GraniteShares Gold Shares BAR Stock Holding History

Wealth Enhancement Advisory Services’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 		$359K Buy
8,866
+230
+3% +$10.2K ﹤0.01% 3025
2026
Q1 		$398K Buy
8,636
+645
+8% +$31K ﹤0.01% 2516
2025
Q4 		$354K Sell
7,991
-146
-2% -$5.97K ﹤0.01% 2776
2025
Q3 		$319K Buy
+8,137
New +$278K ﹤0.01% 2731

Other funds holding BAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
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
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wealth Enhancement Advisory Services's BAR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its GraniteShares Gold Shares (BAR) stake by 2.7% in Q2 2026, buying an estimated $10.2K and bringing the position to 8,866 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #3025.

Wealth Enhancement Advisory Services first reported a position in BAR in Q3 2025 and has held it in 4 quarters since. The position peaked at $398K in Q1 2026. 171 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 8,866 shares of GraniteShares Gold Shares worth $359K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 230 GraniteShares Gold Shares shares in Q2 2026, an estimated $10.2K.
  • GraniteShares Gold Shares made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3025 holding.
  • Wealth Enhancement Advisory Services first reported a position in GraniteShares Gold Shares in Q3 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's GraniteShares Gold Shares position peaked at $398K in Q1 2026.
  • 171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.