SEC 13F Intelligence

Clear Point Advisors Inc. / BAR

Clear Point Advisors Inc.’s Graniteshares Gold Tr Position

Does Clear Point Advisors Inc. own Graniteshares Gold Tr (BAR)? Yes93.9K shares worth $4M (+3.36% of its 13F portfolio) as of Q1 2026, up from 91.0K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
93.9K
% of Portfolio
+3.36%
Quarters Held
9
currently held

Position History BAR

Reported value by quarter
Q1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $3MQ1 ’25Q2 ’25: $3MQ3 ’25: $4MQ3 ’25Q4 ’25: $4MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202693.9K$4M+3.36%
Q4 202591.0K$4M+3.00%
Q3 202593.6K$4M+2.77%
Q2 202597.1K$3M+2.62%
Q1 202596.5K$3M+2.68%
Q4 202488.0K$2M+1.95%
Q3 202487.4K$2M+1.76%
Q2 202481.7K$2M+1.54%
Q1 202480.6K$2M+1.46%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Clear Point Advisors Inc.’s full portfolio or all institutional holders of BAR.