SEC 13F Intelligence

Core Wealth Advisors, LLC / BAR

Core Wealth Advisors, LLC’s Graniteshares Gold Tr Position

Does Core Wealth Advisors, LLC own Graniteshares Gold Tr (BAR)? Yes32.2K shares worth $1M (+1.14% of its 13F portfolio) as of Q1 2026, down from 73.7K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
32.2K
% of Portfolio
+1.14%
Quarters Held
2
currently held

Position History BAR

Reported value by quarter
Q4 ’25: $3MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202632.2K$1M+1.14%
Q4 202573.7K$3M+2.47%

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