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Beacon Financial Advisory LLC → BAR
Beacon Financial Advisory LLC BAR Position History
GraniteShares Gold Trust • Basic Materials
Quarters held
5
Latest value
$466K
Q3 2026
Peak value
$527K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $440K |
| Q4 2025 | $494K |
| Q1 2026 | $527K |
| Q2 2026 | $452K |
| Q3 2026 | $466K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $466K | 11.4K | — | — |
| Q2 2026 | $452K | 11.4K | — | — |
| Q1 2026 | $527K | 11.4K | — | — |
| Q4 2025 | $494K | 11.6K | — | — |
| Q3 2025 | $440K | 11.6K | — | — |
Other funds holding BAR
$116.1M
$109.8M
$108.4M
$104.3M
$100.7M
$100.7M
Other Beacon Financial Advisory LLC positions
COF-PN
$22.1MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$22MCAPITAL GROUP DIVIDEND VALUE
JPM-PM
$20.5MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20.3MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20.3MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20MJ P MORGAN EXCHANGE TRADED F
COF-PN
$18.2MCAPITAL GROUP DIVIDEND VALUE