BKM Wealth Management, LLC
- SEC CIK
- 0002007263
- Latest filing
- Jul 29, 2026
BAR holding history
GraniteShares Gold Trust in every 13F filed by BKM Wealth Management, LLC, 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)
- 34,540
- Value
- $1.37M
- % of portfolio
- 0.5%
- Quarters held
- 11
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 34,540 | $1.37M | 0.5% | +6,042+21.2% | Added | Holders |
| Q1 2026 | 28,498 | $1.31M | 0.5% | +1,532+5.7% | Added | Holders |
| Q4 2025 | 26,966 | $1.15M | 0.4% | −3,395−11.2% | Reduced | Holders |
| Q3 2025 | 30,361 | $1.16M | 0.4% | +1,825+6.4% | Added | Holders |
| Q2 2025 | 28,536 | $931.4K | 0.4% | +5,319+22.9% | Added | Holders |
| Q1 2025 | 23,217 | $716.0K | 0.3% | −7,569−24.6% | Reduced | Holders |
| Q4 2024 | 30,786 | $797.0K | 0.3% | −6,117−16.6% | Reduced | Holders |
| Q3 2024 | 36,903 | $958.4K | 0.4% | −38,993−51.4% | Reduced | Holders |
| Q2 2024 | 75,896 | $1.74M | 0.8% | −6,207−7.6% | Reduced | Holders |
| Q1 2024 | 82,103 | $1.80M | 0.8% | +3,202+4.1% | Added | Holders |
| Q4 2023 | 78,901 | $1.61M | 0.7% | – | No prior filing | Holders |