Wealthcare Advisory Partners’s GraniteShares Gold Shares BAR Stock Holding History

Wealthcare Advisory Partners’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	$340K	Sell	8,610 -1,145	-12%	-$50.9K	0.01%	830
2026 Q1	$450K	Buy	9,755 +2,389	+32%	+$115K	0.01%	734
2025 Q4	$313K	Buy	7,366 +471	+7%	+$19.3K	0.01%	854
2025 Q3	$262K	Buy	+6,895	New	+$235K	0.01%	898
2019 Q4	–	Sell	-338	Closed	-$5K	–	1385
2019 Q3	$5K	Buy	+338	New	+$4.97K	﹤0.01%	1063

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

Wealthcare Advisory Partners's BAR Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its GraniteShares Gold Shares (BAR) stake by 12% in Q2 2026, selling an estimated $50.9K and leaving 8,610 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #830.

Wealthcare Advisory Partners first reported a position in BAR in Q3 2019 and has held it in 5 quarters since. The position peaked at $450K in Q1 2026. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

Wealthcare Advisory Partners held 8,610 shares of GraniteShares Gold Shares worth $340K as of Q2 2026.
Wealthcare Advisory Partners sold 1,145 GraniteShares Gold Shares shares in Q2 2026, an estimated $50.9K.
GraniteShares Gold Shares made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #830 holding.
Wealthcare Advisory Partners first reported a position in GraniteShares Gold Shares in Q3 2019 and has held it in 5 quarters since.
Wealthcare Advisory Partners's GraniteShares Gold Shares position peaked at $450K in Q1 2026.
172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.