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GraniteShares Gold Trust (BAR) Institutional Ownership

GraniteShares Gold Trust logo
$33.51 -0.02 (-0.06%)
Closing price 04:10 PM Eastern
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$33.51 0.00 (0.00%)
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Institutional Ownership Changes (13F Filings) for GraniteShares Gold Trust (NYSEARCA:BAR)

Number of
Institutional Buyers
(last 12 months)
84
Total
Institutional Inflows
(last 12 months)
$85.59M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$66.90M
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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
8/8/2025Advyzon Investment Management LLC322,782$10.54M2.3%N/A0.947%
8/7/2025Ibex Wealth Advisors35,905$1.17M0.1%-70.0%0.105%
8/6/2025 AE Wealth Management LLC67,209$2.19M0.0%-15.2%0.197%
8/6/2025 ETF Store Inc.119,727$3.91M4.5%-1.5%0.351%
8/6/2025 Cherry Creek Investment Advisors Inc.77,228$2.52M1.2%+1.5%0.226%
8/4/2025 Atria Investments Inc20,679$675K0.0%-2.6%0.061%
8/1/2025 American Financial & Tax Strategies Inc.35,911$1.17M0.6%-3.1%0.105%
8/1/2025 Envestnet Asset Management Inc.767,379$25.05M0.0%-9.1%2.250%
7/31/2025 Mason & Associates Inc120,517$3.93M0.9%+12.2%0.353%
7/29/2025 BKM Wealth Management LLC28,536$931K0.4%+22.9%0.084%
7/29/2025 Financial Guidance Group Inc.29,503$963K0.5%-42.3%0.087%
7/25/2025 MGO One Seven LLC13,910$454K0.0%-4.1%0.041%
7/25/2025 Almanack Investment Partners LLC.17,325$565K0.1%-5.4%0.051%
7/24/2025 Brandywine Oak Private Wealth LLC439,760$14.35M1.3%-9.5%1.290%
7/24/2025 IFP Advisors Inc5,077$166K0.0%+7.0%0.015%
7/24/2025 Leo Wealth LLC16,907$562K0.0%N/A0.050%
7/23/2025 Columbus Macro LLC269,821$8.81M1.1%-8.5%0.791%
7/23/2025 DMC Group LLC11,840$386K0.3%+23.5%0.035%
7/23/2025 Defined Financial Planning LLC41,930$1.38M1.2%N/A0.123%
7/18/2025 Truist Financial Corp11,227$366K0.0%-3.7%0.033%
7/17/2025 Janney Montgomery Scott LLC11,467$374K0.0%-18.6%0.034%
7/17/2025 Clear Point Advisors Inc.97,126$3.11M2.6%+0.6%0.285%
7/16/2025 Patron Partners LLC12,824$419K0.2%-6.9%0.038%
7/16/2025 Maridea Wealth Management LLC198,800$6.49M1.7%N/A0.583%
7/14/2025 Crew Capital Management Ltd.10,493$342K0.2%N/A0.031%
7/14/2025 U.S. Capital Wealth Advisors LLC149,864$4.89M0.1%+5.0%0.439%
7/11/2025 Farther Finance Advisors LLC3,135$102K0.0%+11.3%0.009%
7/11/2025 Brendel Financial Advisors LLC151,280$4.94M2.8%+1.0%0.444%
7/10/2025 Capital Advisory Group Advisory Services LLC77,820$2.54M0.9%+4.3%0.228%
7/9/2025 Inspirion Wealth Advisors LLC45,365$1.48M0.2%+13.4%0.133%
7/9/2025 Reyes Financial Architecture Inc.10,630$347K0.3%N/A0.031%
7/8/2025 Ehrlich Financial Group16,066$524K0.3%-5.9%0.047%
7/2/2025 HBW Advisory Services LLC9,034$295K0.0%+31.3%0.026%
5/19/2025Jane Street Group LLC41,122$1.27M0.0%-67.5%0.118%
5/16/2025Financial Strategies Group Inc.7,338$234K0.1%-17.7%0.021%
5/15/2025Royal Bank of Canada796,686$24.57M0.0%-2.6%2.289%
5/14/2025CreativeOne Wealth LLC7,030$217K0.0%N/A0.021%
5/14/2025Comerica Bank9,037$279K0.0%-10.5%0.027%
5/14/2025SVB Wealth LLC1,232$38K0.0%N/A0.004%
5/14/2025Northwestern Mutual Wealth Management Co.13,647$421K0.0%+83.2%0.040%
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5/13/2025Aptus Capital Advisors LLC55,955$1.73M0.0%-1.7%0.164%
5/13/2025Steward Partners Investment Advisory LLC113,792$3.51M0.0%+12.4%0.334%
5/13/2025Raymond James Financial Inc.223,435$6.89M0.0%+354.1%0.655%
5/13/2025Nations Financial Group Inc. IA ADV103,276$3.19M0.2%N/A0.303%
5/13/2025HighTower Advisors LLC78,254$2.41M0.0%-16.3%0.229%
5/12/2025Townsquare Capital LLC9,383$289K0.0%-15.1%0.028%
5/7/2025LPL Financial LLC680,781$21.00M0.0%+0.2%1.996%
5/7/2025 Brandywine Oak Private Wealth LLC485,763$14.98M1.5%+0.6%1.425%
5/6/2025Cetera Investment Advisers363,492$11.21M0.0%+6.8%1.066%
5/6/2025 Jackson Hole Capital Partners LLC71,069$2.19M0.4%-23.6%0.208%
5/6/2025 American Financial & Tax Strategies Inc.37,071$1.14M0.6%-3.1%0.109%
5/6/2025PFG Advisors18,352$566K0.0%-7.1%0.054%
5/5/2025 BKM Wealth Management LLC23,217$716K0.3%-24.6%0.068%
5/5/2025 ETF Store Inc.121,552$3.75M4.6%-2.8%0.356%
5/5/2025Private Advisor Group LLC15,440$476K0.0%-31.0%0.045%
5/5/2025EQ LLC27,493$848K0.4%-4.2%0.081%
5/2/2025Kingsview Wealth Management LLC13,669$422K0.0%N/A0.040%
4/30/2025 DMC Group LLC9,588$296K0.2%+5.1%0.028%
4/30/2025 Moloney Securities Asset Management LLC7,475$231K0.0%N/A0.022%
4/30/2025China Universal Asset Management Co. Ltd.269,000$8.30M0.8%-13.8%0.789%
4/29/2025 U.S. Capital Wealth Advisors LLC142,724$4.40M0.1%+14.2%0.419%
4/29/2025 Richard Bernstein Advisors LLC2,935,795$90.54M2.2%-5.0%8.609%
4/29/2025 Envestnet Asset Management Inc.844,237$26.04M0.0%+0.4%2.476%
4/29/2025 Bank of New York Mellon Corp108,723$3.35M0.0%-42.5%0.319%
4/25/2025 Almanack Investment Partners LLC.18,310$565K0.1%-10.2%0.054%
4/24/2025 Patron Partners LLC13,772$425K0.2%-8.7%0.040%
4/24/2025 Transcend Capital Advisors LLC54,161$1.67M0.1%-3.5%0.159%
4/22/2025 Cambridge Investment Research Advisors Inc.44,750$1.38M0.0%+19.1%0.132%
4/22/2025 Cherry Creek Investment Advisors Inc.76,094$2.35M1.2%+2.2%0.224%
4/22/2025 Brendel Financial Advisors LLC149,725$4.62M2.8%+1.2%0.442%
4/22/2025Advisor Resource Council13,463$381K0.0%N/A0.040%
4/21/2025 Clear Point Advisors Inc.96,526$2.98M2.7%+9.6%0.285%
4/21/2025 Blue Trust Inc.9,897$305K0.0%+137.6%0.029%
4/21/2025 Institute for Wealth Management LLC.6,630$204K0.0%N/A0.020%
4/17/2025Inscription Capital LLC11,224$346K0.1%N/A0.033%
4/17/2025 Mason & Associates Inc107,384$3.31M0.8%+56.0%0.317%
4/17/2025 Janney Montgomery Scott LLC14,094$435K0.0%-13.7%0.042%
4/17/2025 Columbus Macro LLC294,831$9.09M1.2%+1.9%0.870%
4/17/2025 Exchange Traded Concepts LLC5,539$171K0.0%-9.4%0.016%
4/17/2025 Sound Income Strategies LLC2,548$79K0.0%+343.1%0.008%
4/15/2025 Capital Advisory Group Advisory Services LLC74,606$2.30M0.9%N/A0.220%
4/15/2025 Redhawk 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%
4/10/2025Lake 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%
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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%
(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, 141 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 ($90.54M), Envestnet Asset Management Inc. ($25.05M), Royal Bank of Canada ($24.57M), LPL Financial LLC ($21.00M), Brandywine Oak Private Wealth LLC ($14.35M), and Cambria Investment Management L.P. ($13.83M).Learn more on GraniteShares Gold Trust's institutional investors.

Which institutional investors have been buying GraniteShares Gold Trust's stock?

Of the 114 institutional investors that purchased GraniteShares Gold Trust's 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), Advyzon Investment Management LLC ($322.78K), China Universal Asset Management Co. Ltd. ($317K), Raymond James Financial Inc. ($272.64K), EWG Elevate Inc. ($245.70K), Virtu Financial LLC ($208.53K), and Maridea Wealth Management LLC ($198.80K).

How much institutional buying is happening at GraniteShares Gold Trust?

Institutional investors have bought a total of 3,023,779 shares in the last 24 months. This purchase volume represents approximately $85.59M in transactions.

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

Of the 59 institutional investors that sold GraniteShares Gold Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of New York Mellon Corp ($597.87K), Jane Street Group LLC ($341.96K), Flow Traders U.S. LLC ($265.78K), Richard Bernstein Advisors LLC ($226.69K), Bank of America Corp DE ($129.88K), JPMorgan Chase & Co. ($104.76K), and Virtu Financial LLC ($88.10K).

How much institutional selling is happening at GraniteShares Gold Trust?

Institutional investors have sold a total of 2,425,354 shares in the last 24 months. This volume of shares sold represents approximately $66.90M in transactions.



This page (NYSEARCA:BAR) was last updated on 8/8/2025 by MarketBeat.com Staff
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