Core Wealth Advisors, LLC

SEC CIK: 0002110114
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

BAR holding history

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

BAR overview All 13F holders of BAR Full Q2 2026 holdings

Shares (Q2 2026): 32,937
Value: $1.30M
% of portfolio: 1.0%
Quarters held: 3; Since Q4 2025

Holdings of BAR by Core Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	32,937	$1.30M	1.0%	+710+2.2%	Added	Holders
Q1 2026	32,227	$1.49M	1.1%	−41,503−56.3%	Reduced	Holders
Q4 2025	73,730	$3.13M	2.5%	–	No prior filing	Holders