Graniteshares Gold Trust (BAR) Institutional Ownership

$22.87
-0.11 (-0.48%)
(As of 05/7/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
61
Total
Institutional Inflows
(last 12 months)
$60.18M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$38.47M
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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
5/8/2024Semus Wealth Partners LLC35,086$770K0.6%-18.5%0.077%
5/7/2024EQ LLC29,011$637K0.4%+10.4%0.064%
5/6/2024 Envestnet Portfolio Solutions Inc.11,534$253K0.0%N/A0.025%
5/6/2024 Kades & Cheifetz LLC77,928$1.71M1.1%+1.2%0.171%
5/3/2024 Patron Partners LLC15,374$338K0.2%-8.1%0.034%
5/2/2024 Almanack Investment Partners LLC.20,345$447K0.1%+4.4%0.045%
5/2/2024 Choreo LLC9,538$209K0.0%N/A0.021%
5/1/2024 Janney Montgomery Scott LLC31,252$686K0.0%-10.1%0.069%
5/1/2024 Financial Guidance Group Inc.58,238$1.28M0.8%+6.5%0.129%
4/30/2024 Private Advisor Group LLC26,942$592K0.0%-2.4%0.060%
4/29/2024Commonwealth Equity Services LLC69,090$1.52M0.0%+12.4%0.154%
4/29/2024 ETF Store Inc.325,750$7.15M4.1%+5.4%0.724%
4/29/2024 China Universal Asset Management Co. Ltd.32,000$703K0.1%+60.0%0.071%
4/23/2024 Cherry Creek Investment Advisors Inc.76,834$1.69M0.9%N/A0.171%
4/19/2024 DMC Group LLC17,092$375K0.3%-6.0%0.038%
4/19/2024 Lake Street Private Wealth LLC367,995$8.08M1.1%+3.0%0.818%
4/18/2024 BKM Wealth Management LLC82,103$1.80M0.8%+4.1%0.182%
4/15/2024 Ehrlich Financial Group18,428$405K0.3%+9.8%0.037%
4/13/2024 IMC Chicago LLC46,917$1.03M0.0%N/A0.095%
4/13/2024 Columbus Macro LLC113,817$2.50M0.9%+0.8%0.231%
4/13/2024 Inspirion Wealth Advisors LLC10,525$231K0.0%N/A0.021%
4/10/2024 LexAurum Advisors LLC9,427$207K0.1%N/A0.019%
4/10/2024 Inscription Capital LLC11,224$261K0.1%N/A0.023%
4/10/2024 EWG Elevate Inc.245,699$5.40M2.1%+1.6%0.499%
3/15/2024B. Riley Wealth Advisors Inc.11,972$244K0.0%-22.9%0.024%
3/14/2024Leo Wealth LLC10,542$227K0.0%N/A0.021%
3/1/2024Pineridge Advisors LLC2,977$61K0.0%N/A0.006%
2/26/2024Virtu Financial LLC177,384$3.62M0.3%N/A0.360%
2/12/2024Stifel Financial Corp374,896$7.64M0.0%-0.5%0.761%
2/8/2024 Financial Advocates Investment Management37,503$765K0.0%+3.8%0.076%
2/8/2024 Northeast Financial Group Inc.16,411$335K0.2%-48.9%0.033%
2/8/2024Jordan Park Group LLC11,566,506$235.84M16.2%+0.9%23.485%
2/8/2024 Janney Montgomery Scott LLC34,754$709K0.0%-28.9%0.071%
2/7/2024EQ LLC26,283$536K0.4%N/A0.053%
2/7/2024 Almanack Investment Partners LLC.19,495$398K0.1%+14.2%0.040%
2/7/2024 Calton & Associates Inc.11,413$233K0.1%N/A0.023%
2/7/2024Principal Securities Inc.13,047$266K0.0%N/A0.026%
2/7/2024 ETF Store Inc.309,131$6.30M4.1%+6.0%0.628%
2/6/2024U.S. Capital Wealth Advisors LLC112,675$2.30M0.1%+33.2%0.229%
2/5/2024 Crew Capital Management Ltd.33,337$680K0.7%-29.5%0.068%
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2/5/2024 Transcend Capital Advisors LLC62,389$1.27M0.1%-8.2%0.127%
2/2/2024Jackson Hole Capital Partners LLC26,880$548K0.1%-20.3%0.055%
2/1/2024 Brendel Financial Advisors LLC154,101$3.14M2.1%+1.0%0.313%
1/30/2024 Financial Strategies Group Inc.10,563$210K0.1%-8.3%0.021%
1/30/2024 Kades & Cheifetz LLC76,973$1.57M1.1%+5.0%0.156%
1/26/2024 Financial Guidance Group Inc.54,688$1.12M0.8%+21.0%0.111%
1/25/2024 Trivant Custom Portfolio Group LLC2,000$41K0.0%-60.0%0.004%
1/24/2024 China Universal Asset Management Co. Ltd.20,000$408K0.1%-20.0%0.041%
1/19/2024 Columbus Macro LLC112,877$2.30M0.9%-1.4%0.229%
1/19/2024 Woodmont Investment Counsel LLC12,116$247K0.0%N/A0.025%
1/18/2024 Sinecera Capital LLC17,153$350K0.4%-3.4%0.035%
1/16/2024 Raymond James & Associates95,708$1.95M0.0%-4.6%0.194%
1/11/2024 BKM Wealth Management LLC78,901$1.61M0.1%N/A0.160%
1/11/2024 DMC Group LLC18,174$371K0.4%-4.8%0.037%
1/11/2024 BKM Wealth Management LLC78,901$1.61M0.1%N/A0.160%
1/9/2024 EWG Elevate Inc.241,806$4.93M2.0%N/A0.491%
11/15/2023Lido Advisors LLC17,937$328K0.0%-5.1%0.036%
11/14/2023Richard Bernstein Advisors LLC4,007,130$73.25M1.2%-3.6%8.136%
11/13/2023Stifel Financial Corp376,652$6.89M0.0%-0.2%0.765%
11/13/2023LPL Financial LLC526,786$9.63M0.0%-6.5%1.070%
11/13/2023Cambria Investment Management L.P.756,457$13.83M1.1%-6.3%1.536%
11/13/2023Envestnet Asset Management Inc.852,561$15.59M0.0%-1.4%1.731%
11/9/2023Jackson Hole Capital Partners LLC33,710$616K0.2%+80.2%0.068%
11/8/2023 Huntington National Bank30,403$556K0.0%-5.3%0.062%
11/8/2023 HighTower Advisors LLC68,430$1.25M0.0%-0.9%0.139%
11/8/2023 Janney Montgomery Scott LLC48,890$894K0.0%-68.5%0.099%
11/2/2023 Trivant Custom Portfolio Group LLC5,000$91K0.1%-52.4%0.010%
11/2/2023 Venturi Wealth Management LLC3,606$66K0.0%-34.2%0.007%
11/2/2023 Crew Capital Management Ltd.47,298$865K0.9%-37.6%0.096%
10/31/2023Semus Wealth Partners LLC43,435$794K0.7%-20.7%0.088%
10/31/2023 China Universal Asset Management Co. Ltd.25,000$457K0.1%N/A0.051%
10/30/2023 Kades & Cheifetz LLC73,293$1.34M1.1%-4.2%0.149%
10/27/2023 Financial Advocates Investment Management36,143$661K0.0%+12.1%0.073%
10/25/2023 ETF Store Inc.291,565$5.62M4.0%-1.3%0.592%
10/24/2023 Bank of New York Mellon Corp219,083$4.01M0.0%-12.4%0.445%
10/24/2023 Raymond James Financial Services Advisors Inc.12,220$223K0.0%N/A0.025%
10/24/2023 Raymond James & Associates100,353$1.83M0.0%-71.3%0.204%
10/24/2023 Private Ocean LLC2,200$40K0.0%N/A0.004%
10/24/2023 Cambridge Investment Research Advisors Inc.39,817$728K0.0%+4.3%0.081%
10/23/2023 Financial Guidance Group Inc.45,213$826K0.6%+10.9%0.092%
10/23/2023Commonwealth Equity Services LLC57,444$1.05M0.0%-19.2%0.117%
10/20/2023 Lake Street Financial LLC362,863$6.70M1.2%-11.0%0.737%
10/18/2023 Financial Strategies Group Inc.11,521$219K0.1%-72.7%0.023%
10/18/2023 NovaPoint Capital LLC10,793$197K0.1%-7.3%0.022%
10/16/2023 Columbus Macro LLC114,516$2.09M0.9%-46.5%0.233%
10/12/2023 Brendel Financial Advisors LLC152,563$2.79M4.1%-13.6%0.310%
10/12/2023IFP Advisors Inc12,738$233K0.0%-38.3%0.026%
10/11/2023AE Wealth Management LLC100,773$1.84M0.0%-3.6%0.205%
10/11/2023 Northeast Financial Group Inc.32,129$587K0.4%-1.9%0.065%
10/10/2023 Sinecera Capital LLC17,758$325K0.4%-59.7%0.036%
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10/10/2023 Householder Group Estate & Retirement Specialist LLC5,037$92K0.0%N/A0.010%
8/30/2023 Western Wealth Management LLC10,375$197K0.0%N/A0.021%
8/15/2023Poehling Capital Management INC.76,843$1.46M0.5%-1.6%0.156%
8/14/2023 Redwood Financial Network Corp17,444$332K0.3%+13.0%0.035%
8/14/2023Jordan Park Group LLC11,808,236$224.48M14.8%-1.6%23.976%
8/11/2023Smith Moore & CO.28,088$534K0.1%+10.5%0.057%
8/11/2023 Huntington National Bank32,104$610K0.0%+148.9%0.065%
8/11/2023V Wealth Advisors LLC19,194$365K0.1%-6.6%0.039%
8/11/2023 Northeast Financial Group Inc.32,760$623K0.4%N/A0.067%
8/11/2023Richard Bernstein Advisors LLC4,157,433$79.03M1.7%+1.5%8.441%
(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, 119 institutional investors and hedge funds held shares of Graniteshares Gold Trust. The most heavily invested institutionals were Jordan Park Group LLC ($235.84M), Bank of America Corp DE ($101.67M), Richard Bernstein Advisors LLC ($73.25M), Envestnet Asset Management Inc. ($15.59M), Royal Bank of Canada ($15.33M), Cambria Investment Management L.P. ($13.83M), and Bouchey Financial Group Ltd ($12.57M).Learn more on BAR's institutional investors.

Which institutional investors have been buying Graniteshares Gold Trust stock?

Of the 103 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: Bouchey Financial Group Ltd ($701.99K), Cambria Investment Management L.P. ($675.26K), Coulter & Justus Financial Services LLC ($541.30K), Jordan Park Group LLC ($428.14K), Lake Street Financial LLC ($395.80K), Bank of Montreal Can ($388.92K), and Advisor Group Holdings Inc. ($300.40K).

How much institutional buying is happening at Graniteshares Gold Trust?

Institutional investors have bought a total of 7,619,714 shares in the last 24 months. This purchase volume represents approximately $143.18M in transactions.

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

Of the 65 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: HighTower Advisors LLC ($752.45K), Bank of New York Mellon Corp ($637.00K), Truist Financial Corp ($536.64K), Janney Montgomery Scott LLC ($335.90K), Virtu Financial LLC ($318.86K), Raymond James & Associates ($267.38K), and Jordan Park Group LLC ($259.45K).

How much institutional selling is happening at Graniteshares Gold Trust?

Institutional investors have sold a total of 5,377,092 shares in the last 24 months. This volume of shares sold represents approximately $97.30M in transactions.


This page (NYSEARCA:BAR) was last updated on 5/8/2024 by MarketBeat.com Staff

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