WFA Asset Management’s GraniteShares Gold Shares BAR Stock Holding History

WFA Asset 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
2025 Q3	–	Sell	-1,500	Closed	-$34.4K	–	198
2025 Q2	$34.4K	Hold	1,500	–	–	0.02%	117
2025 Q1	$32.9K	Buy	+1,500	New	+$42.4K	0.02%	129
2024 Q3	–	Sell	-1,500	Closed	-$34.4K	–	199
2024 Q2	$34.4K	Hold	1,500	–	–	0.02%	118
2024 Q1	$32.9K	Hold	1,500	–	–	0.02%	130
2023 Q4	$30.6K	Hold	1,500	–	–	0.02%	122
2023 Q3	$27.4K	Hold	1,500	–	–	0.02%	123
2023 Q2	$28.5K	Hold	1,500	–	–	0.02%	123
2023 Q1	$29.3K	Hold	1,500	–	–	0.02%	125
2022 Q4	$27.1K	Hold	1,500	–	–	0.02%	115
2022 Q3	$24.7K	Hold	1,500	–	–	0.02%	115
2022 Q2	$26.9K	Hold	1,500	–	–	0.02%	117
2022 Q1	$28.8K	Hold	1,500	–	–	0.02%	115
2021 Q4	$27.2K	Buy	+1,500	New	+$26.7K	0.02%	114

Other funds holding BAR

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 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 $2.25B AUM 20.11% 1-Year Est. Return

LSPW

Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WFA Asset Management's BAR Position: Q3 2025 in Review

WFA Asset Management sold out of GraniteShares Gold Shares (BAR) in Q3 2025, closing a stake of 1,500 shares — an estimated $34.4K sold.

WFA Asset Management first reported a position in BAR in Q4 2021 and held it in 13 quarters. The position peaked at $34.4K in Q2 2025. 157 funds tracked by Wall St. Rank hold BAR as of Q3 2025.

WFA Asset Management reported no remaining GraniteShares Gold Shares position as of Q3 2025 after selling out during the quarter.
WFA Asset Management sold 1,500 GraniteShares Gold Shares shares in Q3 2025, an estimated $34.4K.
WFA Asset Management first reported a position in GraniteShares Gold Shares in Q4 2021 and held it in 13 quarters.
WFA Asset Management's GraniteShares Gold Shares position peaked at $34.4K in Q2 2025.
157 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.