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Wealthspire Advisors (New York)’s GraniteShares Gold Shares BAR Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-409
Closed -$15.6K – 1205
2025
Q3 		$15.6K Buy
+409
New +$14K ﹤0.01% 1808

Other funds holding BAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

Wealthspire Advisors (New York)'s BAR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of GraniteShares Gold Shares (BAR) in Q4 2025, closing a stake of 409 shares — an estimated $15.6K sold.

Wealthspire Advisors (New York) first reported a position in BAR in Q3 2025 and held it in 1 quarter. The position peaked at $15.6K in Q3 2025. 171 funds tracked by Wall St. Rank hold BAR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining GraniteShares Gold Shares position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 409 GraniteShares Gold Shares shares in Q4 2025, an estimated $15.6K.
  • Wealthspire Advisors (New York) first reported a position in GraniteShares Gold Shares in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s GraniteShares Gold Shares position peaked at $15.6K in Q3 2025.
  • 171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.