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Graniteshares Gold Trust (BAR) Institutional Ownership

Graniteshares Gold Trust logo
$26.67 -0.13 (-0.49%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Graniteshares Gold Trust (NYSEARCA:BAR)

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$65.43M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$296.45M
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BAR Institutional Buying and Selling by Quarter

Graniteshares Gold Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Janney Montgomery Scott LLC16,327$423K0.0%-8.4%0.036%
1/15/2025 Lake Street Private Wealth LLC406,568$10.53M1.7%+10.7%0.894%
1/15/2025 ALM First Financial Advisors LLC233,165$5.86M1.3%+11.4%0.512%
1/15/2025 Inspirion Wealth Advisors LLC39,665$1.04M0.1%+12.8%0.087%
1/14/2025 Mason & Associates Inc68,822$1.78M0.4%N/A0.151%
1/14/2025 Brendel Financial Advisors LLC148,001$3.83M2.3%-1.4%0.325%
12/26/2024JPMorgan Chase & Co.56,510$1.47M0.0%-65.0%0.124%
11/25/2024Sanctuary Advisors LLC46,953$1.25M0.0%-7.4%0.103%
11/20/2024Virtu Financial LLC19,035$494K0.0%-81.3%0.042%
11/15/2024MML Investors Services LLC200,198$5.20M0.0%-3.3%0.440%
11/15/2024Jane Street Group LLC98,071$2.55M0.0%-72.3%0.216%
11/15/2024Stifel Financial Corp276,380$7.18M0.0%+0.8%0.607%
11/14/2024Flow Traders U.S. LLC46,663$1.21M0.1%-85.1%0.103%
11/14/2024Captrust Financial Advisors128,347$3.33M0.0%-10.2%0.282%
11/14/2024Rockefeller Capital Management L.P.469,033$12.08M0.0%-2.0%1.031%
11/7/2024ETF Store Inc.152,766$3.97M4.1%-8.9%0.336%
11/6/2024Huntington National Bank28,118$730K0.0%+2.5%0.062%
11/5/2024Aptus Capital Advisors LLC63,462$1.65M0.0%-5.5%0.139%
11/4/2024Venturi Wealth Management LLC1,732$45K0.0%-47.1%0.004%
11/4/2024Axxcess Wealth Management LLC8,695$226K0.0%N/A0.019%
11/1/2024Comprehensive Financial Consultants Institutional Inc.7,720$200K0.1%N/A0.017%
10/30/2024ASB Consultores LLC14,459$376K0.1%+53.0%0.032%
10/29/2024Farther Finance Advisors LLC1,134$29K0.0%-26.9%0.002%
10/25/2024Financial Advocates Investment Management41,648$1.08M0.1%+4.7%0.092%
10/25/2024China Universal Asset Management Co. Ltd.156,000$4.05M0.4%+280.5%0.343%
10/24/2024Alpha Financial Partners LLC17,167$446K0.3%N/A0.038%
10/23/2024BKM Wealth Management LLC36,903$958K0.4%-51.4%0.081%
10/23/2024Financial Guidance Group Inc.59,066$1.53M0.9%-7.3%0.130%
10/23/2024Cherry Creek Investment Advisors Inc.82,502$2.14M1.1%+1.8%0.181%
10/22/2024 Lake Street Private Wealth LLC367,139$9.54M1.5%+0.4%0.807%
10/22/2024Private Advisor Group LLC25,099$652K0.0%-3.5%0.055%
10/22/2024Leo Wealth LLC7,962$207K0.0%-18.8%0.017%
10/19/2024Columbus Macro LLC105,865$2.75M1.0%-1.5%0.233%
10/19/2024DMC Group LLC9,384$244K0.2%-19.6%0.021%
10/18/2024Blue Trust Inc.4,662$121K0.0%+142.8%0.010%
10/18/2024Stratos Investment Management LLC8,072$210K0.0%N/A0.018%
10/18/2024Stratos Wealth Advisors LLC9,952$258K0.0%+4.2%0.022%
10/11/2024Creative Planning11,348$295K0.0%+23.3%0.025%
10/11/2024 Redhawk Wealth Advisors Inc.10,668$277K0.0%N/A0.023%
10/8/2024 ALM First Financial Advisors LLC209,214$5.43M1.3%+4.6%0.460%
10/8/2024Axiom Advisory LLC34,688$849K0.0%+1.6%0.076%
10/7/2024 EWG Elevate Inc.211,822$5.50M2.2%-5.7%0.466%
10/5/2024 Inspirion Wealth Advisors LLC35,165$913K0.1%+28.8%0.077%
10/2/2024 Kades & Cheifetz LLC77,330$2.01M1.2%-0.8%0.170%
9/5/2024Sanctuary Advisors LLC50,714$1.17M0.0%N/A0.111%
8/22/2024Cetera Investment Advisers340,751$7.82M0.0%-7.0%0.749%
8/14/2024Clear Point Advisors Inc.81,733$1.88M1.5%+1.4%0.180%
8/13/2024AE Wealth Management LLC86,539$1.99M0.0%-6.2%0.190%
8/13/2024ASB Consultores LLC9,449$217K0.1%N/A0.021%
8/12/2024Mercer Global Advisors Inc. ADV42,620$979K0.0%N/A0.094%
8/10/2024Virtu Financial LLC101,560$2.33M0.2%-5.2%0.223%
8/9/2024Renaissance Technologies LLC72,800$1.67M0.0%+279.2%0.160%
8/8/2024Envestnet Asset Management Inc.830,057$19.06M0.0%-5.0%1.824%
8/8/2024Abbrea Capital LLC8,725$200K0.0%N/A0.019%
8/7/2024Jordan Park Group LLC38,053$874K0.1%-99.7%0.084%
8/7/2024Choreo LLC10,826$249K0.0%+13.5%0.024%
8/5/2024Private Advisor Group LLC26,017$597K0.0%-3.4%0.057%
8/5/2024ETF Store Inc.167,743$3.85M4.0%-48.5%0.369%
7/31/2024Aptus Capital Advisors LLC67,145$1.54M0.0%+8.7%0.148%
7/31/2024Semus Wealth Partners LLC34,574$794K0.6%-1.5%0.076%
7/31/2024Commonwealth Equity Services LLC73,634$1.69M0.0%+6.6%0.162%
7/29/2024Financial Advocates Investment Management39,783$913K0.1%+9.0%0.087%
7/26/2024Bank of New York Mellon Corp657,773$15.10M0.0%+22.3%1.446%
7/25/2024Pineridge Advisors LLC1,194$27K0.0%-66.8%0.003%
7/25/2024Financial Guidance Group Inc.63,737$1.46M0.9%+9.4%0.140%
7/22/2024Denver Wealth Management Inc.12,146$279K0.1%N/A0.027%
7/20/2024China Universal Asset Management Co. Ltd.41,000$941K0.1%+28.1%0.090%
7/17/2024Financial Strategies Group Inc.8,916$208K0.1%-15.6%0.020%
7/16/2024GPS Wealth Strategies Group LLC1,359$31K0.0%+219.0%0.003%
7/16/2024DMC Group LLC11,670$268K0.2%-31.7%0.026%
7/16/2024 EWG Elevate Inc.224,516$5.16M1.9%-8.6%0.493%
7/16/2024 Brendel Financial Advisors LLC150,063$3.45M2.2%-2.8%0.330%
7/13/2024 Inspirion Wealth Advisors LLC27,300$627K0.1%+159.4%0.060%
7/12/2024Columbus Macro LLC107,498$2.47M1.0%-5.6%0.236%
7/11/2024U.S. Capital Wealth Advisors LLC119,475$2.74M0.1%+0.4%0.263%
7/2/2024Transcend Capital Advisors LLC58,868$1.35M0.1%-1.6%0.129%
6/4/2024Tactive Advisors LLC29,410$646K0.3%+15.6%0.065%
5/24/2024Cetera Advisors LLC223,979$4.92M0.0%+164.5%0.492%
5/24/2024Cetera Investment Advisers366,265$8.04M0.0%+65.5%0.805%
5/20/2024Virtu Financial LLC107,136$2.35M0.2%-39.6%0.235%
5/17/2024Comerica Bank10,996$241K0.0%-10.8%0.024%
5/17/2024Pineridge Advisors LLC3,591$79K0.0%+20.6%0.008%
5/17/2024Clear Point Advisors Inc.80,624$1.77M1.5%+1.3%0.177%
5/16/2024Jane Street Group LLC1,459,574$32.05M0.0%+754.7%3.208%
5/16/2024B. Riley Wealth Advisors Inc.15,522$341K0.0%+29.7%0.034%
5/8/2024Semus Wealth Partners LLC35,086$770K0.6%-18.5%0.077%
5/7/2024EQ LLC29,011$637K0.4%+10.4%0.064%
5/6/2024Envestnet Portfolio Solutions Inc.11,534$253K0.0%N/A0.025%
5/6/2024 Kades & Cheifetz LLC77,928$1.71M1.1%+1.2%0.171%
5/3/2024Patron Partners LLC15,374$338K0.2%-8.1%0.034%
5/2/2024Almanack Investment Partners LLC.20,345$447K0.1%+4.4%0.045%
5/2/2024Choreo LLC9,538$209K0.0%N/A0.021%
5/1/2024Janney Montgomery Scott LLC31,252$686K0.0%-10.1%0.069%
5/1/2024Financial Guidance Group Inc.58,238$1.28M0.8%+6.5%0.129%
4/30/2024Private Advisor Group LLC26,942$592K0.0%-2.4%0.060%
4/29/2024Commonwealth Equity Services LLC69,090$1.52M0.0%+12.4%0.154%
4/29/2024ETF Store Inc.325,750$7.15M4.1%+5.4%0.724%
4/29/2024China Universal Asset Management Co. Ltd.32,000$703K0.1%+60.0%0.070%
4/23/2024Cherry Creek Investment Advisors Inc.76,834$1.69M0.9%N/A0.171%
4/19/2024DMC Group LLC17,092$375K0.3%-6.0%0.038%
(Data available from 1/1/2016 forward)

BAR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BAR shares?

During the previous two years, 124 institutional investors and hedge funds held shares of Graniteshares Gold Trust. The most heavily invested institutionals were Bank of America Corp DE ($101.67M), Richard Bernstein Advisors LLC ($73.25M), Envestnet Asset Management Inc. ($19.06M), Bank of New York Mellon Corp ($15.10M), Cambria Investment Management L.P. ($13.83M), Rockefeller Capital Management L.P. ($12.08M), and Lake Street Private Wealth LLC ($10.53M).Learn more on BAR's institutional investors.

Which institutional investors have been buying Graniteshares Gold Trust stock?

Of the 100 institutional investors that purchased Graniteshares Gold Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jane Street Group LLC ($1.29M), Cambria Investment Management L.P. ($623.43K), Bank of Montreal Can ($388.92K), Advisor Group Holdings Inc. ($300.40K), Virtu Financial LLC ($296.28K), EWG Elevate Inc. ($245.70K), and ALM First Financial Advisors LLC ($233.17K).

How much institutional buying is happening at Graniteshares Gold Trust?

Institutional investors have bought a total of 6,809,635 shares in the last 24 months. This purchase volume represents approximately $139.37M in transactions.

Which Graniteshares Gold Trust major shareholders have been selling company stock?

Of the 70 institutional investors that sold Graniteshares Gold Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jordan Park Group LLC ($11.80M), HighTower Advisors LLC ($752.45K), Bank of New York Mellon Corp ($637.00K), Flow Traders U.S. LLC ($265.78K), Raymond James & Associates ($256.74K), Jane Street Group LLC ($256.43K), and Coulter & Justus Financial Services LLC ($237.87K).

How much institutional selling is happening at Graniteshares Gold Trust?

Institutional investors have sold a total of 16,361,381 shares in the last 24 months. This volume of shares sold represents approximately $362.16M in transactions.



This page (NYSEARCA:BAR) was last updated on 1/17/2025 by MarketBeat.com Staff
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