BRANDYWINE OAK PRIVATE WEALTH LLC
Position in BAR — GraniteShares Gold Trust
CIK 1764694
Kennett Square, PA
Position in BAR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$17,892,938
-$1,974,653 QoQ
Shares Held
452,642
+5.1% QoQ
Ownership
1.37%
of shares outstanding
% of Portfolio
6.73%
of 13F equity value
Holder Rank
#7
of 173 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAR Over Time
Shares Held
Position Value (USD)
All Filings in BAR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,892,938 | 452,642 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $19,867,591 | 430,687 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $18,183,680 | 427,952 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $16,635,074 | 437,075 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $14,353,766 | 439,760 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $14,980,930 | 485,763 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $12,505,931 | 483,041 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $12,393,637 | 477,229 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $11,137,964 | 485,103 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $10,654,662 | 485,185 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $9,891,800 | 485,130 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $8,864,246 | 484,915 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,240,684 | 486,096 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $9,624,029 | 493,287 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $8,857,857 | 490,740 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $8,587,458 | 521,400 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,338,327 | 521,403 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $9,414,508 | 490,339 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $8,193,763 | 451,447 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $7,273,421 | 417,054 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $6,365,979 | 361,909 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,745,414 | 220,578 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $3,638,308 | 192,605 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $782,137 | 41,714 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $426,203 | 24,025 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||