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Whittier Trust’s GraniteShares Gold Shares BAR Stock Holding History

Whittier Trust’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 		$219K Hold
5,340
– – ﹤0.01% 609
2026
Q1 		$245K Buy
+5,340
New +$256K ﹤0.01% 552

Other funds holding BAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
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
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Whittier Trust's BAR Position: Q2 2026 in Review

Whittier Trust held its GraniteShares Gold Shares (BAR) position steady in Q2 2026 at 5,340 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Whittier Trust first reported a position in BAR in Q1 2026 and has held it in 2 quarters since. The position peaked at $245K in Q1 2026. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Whittier Trust held 5,340 shares of GraniteShares Gold Shares worth $219K as of Q2 2026.
  • Whittier Trust left its GraniteShares Gold Shares share count unchanged in Q2 2026.
  • GraniteShares Gold Shares made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #609 holding.
  • Whittier Trust first reported a position in GraniteShares Gold Shares in Q1 2026 and has held it in 2 quarters since.
  • Whittier Trust's GraniteShares Gold Shares position peaked at $245K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.