SEC 13F Intelligence

Brandywine Oak Private Wealth LLC / BAR

Brandywine Oak Private Wealth LLC’s Graniteshares Gold Tr Position

Does Brandywine Oak Private Wealth LLC own Graniteshares Gold Tr (BAR)? Yes430.7K shares worth $20M (+1.67% of its 13F portfolio) as of Q1 2026, up from 428.0K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
430.7K
% of Portfolio
+1.67%
Quarters Held
25
currently held

Position History BAR

Reported value by quarter
Q4 ’18: $4,000Q4 ’18Q2 ’20: $426,000Q3 ’20: $782,000Q4 ’20: $4MQ1 ’21: $4MQ1 ’21Q2 ’21: $6MQ3 ’21: $7MQ4 ’21: $8MQ1 ’22: $9MQ1 ’22Q2 ’22: $9MQ3 ’22: $9MQ4 ’22: $9MQ1 ’23: $10MQ1 ’23Q2 ’23: $9MQ3 ’23: $9MQ4 ’23: $10MQ1 ’24: $11MQ1 ’24Q2 ’24: $11MQ3 ’24: $12MQ4 ’24: $13MQ1 ’25: $15MQ1 ’25Q2 ’25: $14MQ3 ’25: $17MQ4 ’25: $18MQ1 ’26: $20MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026430.7K$20M+1.67%
Q4 2025428.0K$18M+1.53%
Q3 2025437.1K$17M+1.44%
Q2 2025439.8K$14M+1.33%
Q1 2025485.8K$15M+1.47%
Q4 2024483.0K$13M+1.22%
Q3 2024477.2K$12M+1.20%
Q2 2024485.1K$11M+1.14%
Q1 2024485.2K$11M+1.11%
Q4 2023485.1K$10M+1.10%
Q3 2023484.9K$9M+1.04%
Q2 2023486.1K$9M+1.03%
Q1 2023493.3K$10M+1.12%
Q4 2022490.7K$9M+1.10%
Q3 2022521.4K$9M+1.17%
Q2 2022521.4K$9M+1.19%
Q1 2022490.3K$9M+1.08%
Q4 2021451.4K$8M+0.89%
Q3 2021417.1K$7M+0.85%
Q2 2021361.9K$6M+0.74%
Q1 2021220.6K$4M+0.55%
Q4 2020192.6K$4M+0.55%
Q3 202041.7K$782,000+0.13%
Q2 202024.0K$426,000+0.08%
Q4 201839$4,0000.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Brandywine Oak Private Wealth LLC’s full portfolio or all institutional holders of BAR.