WWM
BAR icon

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
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% 547
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.24B AUM 20.11% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.19B AUM 17.95% 1-Year Est. Return