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GraniteShares Gold Trust (BAR) Institutional Ownership

GraniteShares Gold Trust logo
$31.87 +0.18 (+0.57%)
Closing price 04/15/2025 04:10 PM Eastern
Extended Trading
$32.11 +0.24 (+0.75%)
As of 04/15/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
75
Total
Institutional Inflows
(last 12 months)
$92.37M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$316.29M
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BAR Institutional Buying and Selling by Quarter

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GraniteShares Gold Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Capital Advisory Group Advisory Services LLC74,606$2.30M0.9%N/A0.220%
4/15/2025Redhawk Wealth Advisors Inc.11,031$340K0.0%+3.4%0.033%
4/15/2025Ibex Wealth Advisors119,563$3.69M0.5%N/A0.353%
4/14/2025 WFA Asset Management Corp1,500$46K0.0%N/A0.004%
4/14/2025 Farther Finance Advisors LLC2,817$87K0.0%+85.8%0.008%
4/10/2025 Lake Street Private Wealth LLC402,345$12.41M2.0%-1.0%1.187%
4/9/2025 HBW Advisory Services LLC6,878$212K0.0%N/A0.020%
4/9/2025 Inspirion Wealth Advisors LLC40,015$1.23M0.2%+0.9%0.118%
4/9/2025 Castle Rock Wealth Management LLC6,715$206K0.1%N/A0.020%
2/19/2025WCG Wealth Advisors LLC222,739$5.77M0.4%+3.0%0.490%
2/18/2025Investment Management Corp VA ADV4,926$128K0.1%N/A0.011%
2/17/2025Royal Bank of Canada818,029$21.18M0.0%+6.2%1.798%
2/17/2025Cetera Investment Advisers340,451$8.81M0.0%-1.1%0.748%
2/17/2025Citadel Advisors LLC18,059$468K0.0%N/A0.040%
2/17/2025Captrust Financial Advisors137,266$3.55M0.0%+6.9%0.302%
2/17/2025Bank of America Corp DE3,847,020$99.60M0.0%-3.3%8.455%
2/17/2025Aptus Capital Advisors LLC56,919$1.47M0.0%-10.3%0.125%
2/14/2025Mercer Global Advisors Inc. ADV121,287$3.14M0.0%+184.6%0.267%
2/14/2025Jane Street Group LLC126,649$3.28M0.0%+29.1%0.278%
2/14/2025Betterment LLC7,960$206K0.0%N/A0.017%
2/14/2025MGO One Seven LLC8,768$227K0.0%-8.5%0.019%
2/14/2025Stifel Financial Corp266,436$6.90M0.0%-3.6%0.586%
2/14/2025MML Investors Services LLC204,350$5.29M0.0%+2.1%0.449%
2/13/2025NewEdge Advisors LLC31,803$823K0.0%+3.9%0.070%
2/13/2025Townsquare Capital LLC11,057$286K0.0%N/A0.024%
2/13/2025Rockefeller Capital Management L.P.466,256$11.97M0.0%-0.6%1.025%
2/13/2025Raymond James Financial Inc.49,205$1.27M0.0%N/A0.108%
2/13/2025Renaissance Technologies LLC285,200$7.38M0.0%+76.8%0.627%
2/13/2025Envestnet Asset Management Inc.840,860$21.77M0.0%+0.8%1.848%
2/13/2025Wells Fargo & Company MN5,043$131K0.0%+74.6%0.011%
2/13/2025Smith Moore & CO.28,890$748K0.1%+9.0%0.063%
2/12/2025Huntington National Bank24,444$633K0.0%-13.1%0.054%
2/12/2025Life Planning Partners Inc25,010$648K0.1%N/A0.055%
2/12/2025JPMorgan Chase & Co.66,281$1.72M0.0%+17.3%0.146%
2/11/2025LPL Financial LLC679,644$17.60M0.0%+5.0%1.494%
2/11/2025Virtu Financial LLC50,177$1.30M0.1%+163.6%0.110%
2/10/2025Corient Private Wealth LLC12,586$326K0.0%+11.7%0.028%
2/10/2025Envestnet Portfolio Solutions Inc.16,238$420K0.0%-3.1%0.036%
2/10/2025ETF Store Inc.125,082$3.24M4.0%-18.1%0.275%
2/10/2025Commonwealth Equity Services LLC115,866$3M0.0%+31.5%0.255%
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2/10/2025 Farther Finance Advisors LLC1,516$39K0.0%+33.7%0.003%
2/7/2025HighTower Advisors LLC93,439$2.42M0.0%+15.8%0.205%
2/7/2025Jackson Hole Capital Partners LLC92,969$2.41M0.5%+263.6%0.204%
2/6/2025Raymond James Financial Inc.49,205$1.27M0.0%N/A0.108%
2/6/2025Atria Investments Inc22,654$587K0.0%-14.6%0.050%
2/6/2025Steward Partners Investment Advisory LLC101,212$2.62M0.0%-1.4%0.222%
2/4/2025Richard Bernstein Advisors LLC3,091,364$80.04M1.8%-2.2%6.794%
2/4/2025Bank of New York Mellon Corp189,122$4.90M0.0%-73.2%0.416%
2/4/2025IFP Advisors Inc4,744$123K0.0%-7.6%0.010%
2/3/2025Transcend Capital Advisors LLC56,149$1.45M0.1%-1.6%0.123%
2/3/2025Ieq Capital LLC30,228$783K0.0%-24.2%0.066%
2/3/2025Private Advisor Group LLC22,380$579K0.0%-10.8%0.049%
2/3/2025Clear Point Advisors Inc.88,033$2.28M1.9%+0.7%0.193%
1/31/2025Semus Wealth Partners LLC33,491$867K0.6%-2.6%0.074%
1/31/2025BKM Wealth Management LLC30,786$797K0.3%-16.6%0.068%
1/31/2025Venturi Wealth Management LLC1,188$31K0.0%-31.4%0.003%
1/31/2025Sanctuary Advisors LLC45,585$1.26M0.0%-2.9%0.100%
1/30/2025Strategic Financial Concepts LLC66,253$1.72M0.1%N/A0.146%
1/30/2025Blue Trust Inc.4,165$108K0.0%-10.7%0.009%
1/30/2025Life Planning Partners Inc25,010$648K0.0%N/A0.055%
1/30/2025Financial Guidance Group Inc.52,523$1.36M0.7%-11.1%0.115%
1/29/2025Essex Financial Services Inc.16,187$419K0.0%-6.0%0.036%
1/29/2025Pineridge Advisors LLC5,780$150K0.1%+14.5%0.013%
1/28/2025Strategic Financial Concepts LLC66,253$1.72M0.0%N/A0.146%
1/27/2025Brandywine Oak Private Wealth LLC483,041$12.51M1.2%+1.2%1.062%
1/27/2025Choreo LLC14,938$387K0.0%+18.0%0.033%
1/27/2025Stratos Wealth Partners LTD.9,084$235K0.0%N/A0.020%
1/24/2025Columbus Macro LLC289,381$7.49M1.0%+173.3%0.636%
1/24/2025U.S. Capital Wealth Advisors LLC125,025$3.24M0.1%+8.1%0.275%
1/24/2025Comprehensive Financial Consultants Institutional Inc.8,687$225K0.1%+12.5%0.019%
1/24/2025China Universal Asset Management Co. Ltd.312,000$8.08M0.8%+100.0%0.686%
1/22/2025Denver Wealth Management Inc.16,001$414K0.2%+31.7%0.035%
1/22/2025Cherry Creek Investment Advisors Inc.74,434$1.93M0.9%-9.8%0.164%
1/22/2025Blue Trust Inc.4,251$110K0.0%-8.8%0.009%
1/21/2025Exchange Traded Concepts LLC6,114$158K0.0%N/A0.013%
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%
1/15/2025ALM 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%
1/14/2025Mason & Associates Inc68,822$1.78M0.4%N/A0.151%
1/14/2025Brendel 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%
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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%
10/29/2024 Farther 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%
(Data available from 1/1/2016 forward)

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BAR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BAR shares?

During the previous two years, 143 institutional investors and hedge funds held shares of GraniteShares Gold Trust. The most heavily invested institutionals were Bank of America Corp DE ($99.60M), Richard Bernstein Advisors LLC ($80.04M), Envestnet Asset Management Inc. ($21.77M), Royal Bank of Canada ($21.18M), LPL Financial LLC ($17.60M), Cambria Investment Management L.P. ($13.83M), and Brandywine Oak Private Wealth LLC ($12.51M).Learn more on BAR's institutional investors.

Which institutional investors have been buying GraniteShares Gold Trust stock?

Of the 117 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 ($1.32M), Cambria Investment Management L.P. ($623.43K), Bank of Montreal Can ($388.92K), Virtu Financial LLC ($327.43K), China Universal Asset Management Co. Ltd. ($317K), EWG Elevate Inc. ($245.70K), and Columbus Macro LLC ($185.02K).

How much institutional buying is happening at GraniteShares Gold Trust?

Institutional investors have bought a total of 7,082,913 shares in the last 24 months. This purchase volume represents approximately $156.17M in transactions.

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

Of the 74 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 ($11.73M), Bank of New York Mellon Corp ($1.15M), Flow Traders U.S. LLC ($265.78K), Jane Street Group LLC ($256.43K), Raymond James & Associates ($254.21K), Richard Bernstein Advisors LLC ($221.42K), and ETF Store Inc. ($204.60K).

How much institutional selling is happening at GraniteShares Gold Trust?

Institutional investors have sold a total of 15,908,538 shares in the last 24 months. This volume of shares sold represents approximately $360.45M in transactions.



This page (NYSEARCA:BAR) was last updated on 4/16/2025 by MarketBeat.com Staff
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