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World Investment Advisors’s GraniteShares Gold Shares BAR Stock Holding History

World Investment Advisors’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 		$281K Sell
6,100
-112
-2% -$4.98K ﹤0.01% 1272
2026
Q1 		$287K Buy
6,212
+544
+10% +$26.1K ﹤0.01% 1285
2025
Q4 		$241K Buy
5,668
+283
+5% +$11.6K ﹤0.01% 1295
2025
Q3 		$205K Buy
+5,385
New +$184K ﹤0.01% 1161

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

World Investment Advisors's BAR Position: Q2 2026 in Review

World Investment Advisors reduced its GraniteShares Gold Shares (BAR) stake by 1.8% in Q2 2026, selling an estimated $4.98K and leaving 6,100 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

World Investment Advisors first reported a position in BAR in Q3 2025 and has held it in 4 quarters since. The position peaked at $287K in Q1 2026. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • World Investment Advisors held 6,100 shares of GraniteShares Gold Shares worth $281K as of Q2 2026.
  • World Investment Advisors sold 112 GraniteShares Gold Shares shares in Q2 2026, an estimated $4.98K.
  • GraniteShares Gold Shares made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1272 holding.
  • World Investment Advisors first reported a position in GraniteShares Gold Shares in Q3 2025 and has held it in 4 quarters since.
  • World Investment Advisors's GraniteShares Gold Shares position peaked at $287K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.