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BRANDYWINE OAK PRIVATE WEALTH LLC → BAR

BRANDYWINE OAK PRIVATE WEALTH LLC BAR Position History

GraniteShares Gold Trust • Basic Materials

Quarters held
5
Latest value
$18.5M
Q3 2026
Peak value
$19.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$16.6M
Q4 2025$18.2M
Q1 2026$19.9M
Q2 2026$17.9M
Q3 2026$18.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$18.5M452.4K——
Q2 2026$17.9M452.6K——
Q1 2026$19.9M430.7K——
Q4 2025$18.2M428.0K——
Q3 2025$16.6M437.1K——

Other funds holding BAR

Other BRANDYWINE OAK PRIVATE WEALTH LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$158.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$156.2M
VGES

VANGUARD INDEX FDS

$150.8M
VGES

VANGUARD INDEX FDS

$148.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$144.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$142.3M
VGES

VANGUARD INDEX FDS

$137.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$135.7M