CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

CIK

1803229

City

Phoenix

State / Country

Stock

BAR — GraniteShares Gold Trust

Top Portfolio Positions

2 positions · $795,569 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
SPY	Spdr S&P 500 ETF Trust	640	$416,217	52.32%
DIA	Spdr Dow Jones Industrial Average ETF Trust	819	$379,352	47.68%

25 quarters · across all stocks

4 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$6,536,789	153,843	+45.7%	Shares	Sole	2026-01-21
2025-09-30	$4,018,070	105,572	+35.7%	Shares	Sole	2025-10-29
2025-06-30	$2,540,044	77,820	+4.3%	Shares	Sole	2025-07-10
2025-03-31	$2,300,849	74,606	—	Shares	Sole	2025-04-15
No 13F history on record for this holder in this stock.