Western Wealth Management’s GraniteShares Gold Shares BAR Stock Holding History

Western Wealth 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 Q2	$229K	Hold	5,805	–	–	0.01%	926
2026 Q1	$268K	Sell	5,805 -1,310	-18%	-$62.9K	0.01%	836
2025 Q4	$302K	Sell	7,115 -2,050	-22%	-$83.9K	0.01%	657
2025 Q3	$349K	Sell	9,165 -1,050	-10%	-$35.8K	0.02%	549
2025 Q2	$333K	Sell	10,215 -610	-6%	-$19.8K	0.02%	525
2025 Q1	$334K	Hold	10,825	–	–	0.02%	503
2024 Q4	$280K	Hold	10,825	–	–	0.02%	634
2024 Q3	$281K	Hold	10,825	–	–	0.02%	621
2024 Q2	$249K	Hold	10,825	–	–	0.02%	556
2024 Q1	$238K	Buy	10,825 +450	+4%	+$9.22K	0.02%	576
2023 Q4	$212K	Hold	10,375	–	–	0.02%	644
2023 Q3	$190K	Hold	10,375	–	–	0.02%	621
2023 Q2	$197K	Buy	+10,375	New	+$203K	0.02%	613

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

Western Wealth Management's BAR Position: Q2 2026 in Review

Western Wealth Management held its GraniteShares Gold Shares (BAR) position steady in Q2 2026 at 5,805 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #926.

Western Wealth Management first reported a position in BAR in Q2 2023 and has held it in 13 quarters since. The position peaked at $349K in Q3 2025. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

Western Wealth Management held 5,805 shares of GraniteShares Gold Shares worth $229K as of Q2 2026.
Western Wealth Management left its GraniteShares Gold Shares share count unchanged in Q2 2026.
GraniteShares Gold Shares made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #926 holding.
Western Wealth Management first reported a position in GraniteShares Gold Shares in Q2 2023 and has held it in 13 quarters since.
Western Wealth Management's GraniteShares Gold Shares position peaked at $349K in Q3 2025.
172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.