Zacks Investment Management’s GraniteShares Gold Shares BAR Stock Holding History

Zacks Investment 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 Q2	$233K	Hold	5,885	–	–	﹤0.01%	663
2026 Q1	$271K	Hold	5,885	–	–	﹤0.01%	603
2025 Q4	$250K	Hold	5,885	–	–	﹤0.01%	619
2025 Q3	$224K	Buy	+5,885	New	+$201K	﹤0.01%	652
2021 Q3	–	Sell	-10,913	Closed	-$192K	–	605
2021 Q2	$192K	Hold	10,913	–	–	﹤0.01%	563
2021 Q1	$185K	Buy	+10,913	New	+$194K	﹤0.01%	487

Other funds holding BAR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Zacks Investment Management's BAR Position: Q2 2026 in Review

Zacks Investment Management held its GraniteShares Gold Shares (BAR) position steady in Q2 2026 at 5,885 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Zacks Investment Management first reported a position in BAR in Q1 2021 and has held it in 6 quarters since. The position peaked at $271K in Q1 2026. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

Zacks Investment Management held 5,885 shares of GraniteShares Gold Shares worth $233K as of Q2 2026.
Zacks Investment Management left its GraniteShares Gold Shares share count unchanged in Q2 2026.
GraniteShares Gold Shares made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #663 holding.
Zacks Investment Management first reported a position in GraniteShares Gold Shares in Q1 2021 and has held it in 6 quarters since.
Zacks Investment Management's GraniteShares Gold Shares position peaked at $271K in Q1 2026.
172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.