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 Q1	$245K	Buy	+5,340	New	+$256K	﹤0.01%	552

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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 $2.25B AUM 20.11% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Whittier Trust's BAR Position: Q1 2026 in Review

Whittier Trust opened a new position in GraniteShares Gold Shares (BAR) in Q1 2026: 5,340 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #552 among its holdings.

176 funds tracked by Wall St. Rank hold BAR as of Q1 2026.

Whittier Trust held 5,340 shares of GraniteShares Gold Shares worth $245K as of Q1 2026.
GraniteShares Gold Shares was a new Whittier Trust position in Q1 2026.
GraniteShares Gold Shares made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #552 holding.
176 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.