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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

BAR holding history

GraniteShares Gold Trust in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAR overviewAll 13F holders of BARFull Q2 2026 holdings

Shares (Q2 2026)
12,011
Value
$474.8K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2024
Holdings of BAR by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,011$474.8K<0.1%−4,853−28.8%ReducedHolders
Q1 202616,864$777.9K<0.1%+5,472+48.0%AddedHolders
Q4 202511,392$484.0K<0.1%−2,608−18.6%ReducedHolders
Q3 202514,000$532.8K<0.1%−576−4.0%ReducedHolders
Q2 202514,576$475.8K<0.1%+5,693+64.1%AddedHolders
Q1 20258,883$274.0K<0.1%−20.0%ReducedHolders
Q4 20248,885$230.0K<0.1%−2,463−21.7%ReducedHolders
Q3 202411,348$294.7K<0.1%+2,146+23.3%AddedHolders
Q2 20249,202$211.3K<0.1%+9,202NewHolders