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GraniteShares Gold Trust (BAR) Institutional Ownership

GraniteShares Gold Trust logo
$41.01 +0.27 (+0.66%)
As of 02:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for GraniteShares Gold Trust (NYSEARCA:BAR)

Number of
Institutional Buyers
(last 12 months)
93
Total
Institutional Inflows
(last 12 months)
$217.01M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$104.46M
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BAR Institutional Buying and Selling by Quarter

GraniteShares Gold Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026Envestnet Asset Management Inc.633,252$25.03M0.0%+0.5%1.916%
9/9/2026Integrated Wealth Concepts LLC2,033$80K0.0%N/A0.006%
9/9/2026NewEdge Advisors LLC39,327$1.56M0.0%+34.2%0.115%
9/2/2026Citadel Advisors LLC8,366$331K0.0%-78.4%0.024%
8/27/2026Corient Private Wealth LP17,024$673K0.0%+1.5%0.050%
8/26/2026HighTower Advisors LLC50,722$2.01M0.0%-14.3%0.148%
8/23/2026DMC Group LLC25,786$1.02M0.7%+5.4%0.075%
8/22/2026Investor s Fiduciary Advisor Network LLC12,094$478K0.2%-17.7%0.035%
8/22/2026Concurrent Investment Advisors LLC8,019$317K0.0%-6.1%0.023%
8/21/2026Mason & Associates Inc206,312$8.16M1.3%+6.9%0.603%
8/20/2026IMC Chicago LLC35,661$1.41M0.0%+299.2%0.104%
8/20/2026Northwestern Mutual Wealth Management Co.23,442$927K0.0%+9.5%0.069%
8/18/2026Empowered Funds LLC96,550$3.82M0.0%-57.2%0.282%
8/17/2026Corient Private Wealth LP17,084$675K0.0%+1.8%0.050%
8/17/2026Ausdal Financial Partners Inc.216,245$8.55M0.3%-50.4%0.632%
8/17/2026Bank of America Corp DE2,464,379$97.42M0.0%-2.1%7.206%
8/12/2026Compass Financial Management LLC73,413$2.91M0.3%N/A0.215%
7/10/2026ALM First Financial Advisors LLC281,590$11.13M1.8%+20.7%0.823%
7/10/2026Wealthcare Advisory Partners LLC8,610$340K0.0%-11.7%0.025%
7/9/2026Ehrlich Financial Group13,220$523K0.3%-2.4%0.039%
7/8/2026Evanson Financial LLC11,083$438K0.0%N/A0.032%
7/7/2026Inspirion Wealth Advisors LLC41,045$1.63M0.2%+1.5%0.120%
6/18/2026Western Wealth Management LLC5,805$268K0.0%-18.4%0.017%
6/3/2026NewEdge Advisors LLC29,312$1.35M0.0%-37.1%0.083%
5/19/2026Western Wealth Management LLC5,805$268K0.0%-18.4%0.017%
5/19/2026Bank of America Corp DE2,517,348$116.13M0.0%-2.7%7.162%
5/18/2026Royal Bank of Canada573,021$26.43M0.0%-4.0%1.630%
5/18/2026Empowered Funds LLC225,661$10.41M0.1%+11.3%0.642%
5/14/2026Renaissance Technologies LLC26,400$1.22M0.0%-73.8%0.075%
5/14/2026Lido Advisors LLC7,056$325K0.0%-24.5%0.020%
5/13/2026Cetera Investment Advisers301,484$13.91M0.0%-2.1%0.858%
5/7/2026Hanseatic Management Services Inc.27,654$1.28M1.2%N/A0.079%
5/5/2026Bank of New York Mellon Corp692,049$31.92M0.0%-1.0%1.969%
5/5/2026IMC Chicago LLC8,933$412K0.0%N/A0.025%
5/5/2026Sanctuary Advisors LLC50,479$2.33M0.0%-1.5%0.144%
5/5/2026Flynn Zito Capital Management LLC14,636$675K0.2%+28.8%0.042%
5/4/2026HBW Advisory Services LLC7,852$362K0.0%-10.1%0.022%
5/1/2026Fifth Third Bancorp7,407$342K0.0%N/A0.021%
5/1/2026DMC Group LLC24,465$1.13M0.8%+5.8%0.070%
4/30/2026Mason & Associates Inc192,912$8.58M1.7%+12.7%0.549%
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4/30/2026Cherry Creek Investment Advisors Inc.65,800$3.04M1.3%-15.2%0.187%
4/30/2026Ibex Wealth Advisors32,853$1.52M0.1%-4.9%0.093%
4/28/2026Whittier Trust Co.5,340$245K0.0%N/A0.015%
4/28/2026Core Wealth Advisors LLC32,227$1.49M1.1%-56.3%0.092%
4/27/2026World Investment Advisors6,212$287K0.0%+9.6%0.018%
4/27/2026Private Advisor Group LLC15,391$710K0.0%-8.0%0.044%
4/27/2026Elevation Point Wealth Partners LLC44,065$2.03M0.0%+3.7%0.125%
4/24/2026Essex Financial Services Inc.15,011$692K0.0%-2.7%0.043%
4/24/2026Semus Wealth Partners LLC32,611$1.50M0.8%-0.7%0.093%
4/22/2026Janney Montgomery Scott LLC10,337$477K0.0%+3.4%0.029%
4/22/2026BKM Wealth Management LLC28,498$1.32M0.5%+5.7%0.081%
4/21/2026Maridea Wealth Management LLC231,757$10.69M1.6%+7.8%0.659%
4/21/2026Columbus Macro LLC244,650$11.29M1.2%-6.9%0.696%
4/21/2026Fairvoy Private Wealth LLC4,952$228K0.1%N/A0.014%
4/20/2026Blue Trust Inc.8,077$373K0.0%-12.3%0.023%
4/20/2026Brandywine Oak Private Wealth LLC430,687$19.87M1.7%+0.6%1.225%
4/16/2026Tactive Advisors LLC16,200$747K0.2%-34.5%0.046%
4/15/2026Nations Financial Group Inc. IA ADV208,685$9.63M0.5%+31.2%0.594%
4/15/2026Marathon Strategic Advisors LLC4,613$213K0.2%N/A0.013%
3/17/2026Rockefeller Capital Management L.P.463,694$19.70M0.0%+3.1%1.319%
3/13/2026World Investment Advisors5,668$241K0.0%+5.3%0.016%
3/9/2026Corient Private Wealth LLC17,064$725K0.0%+16.1%0.049%
2/19/2026Corient Private Wealth LLC17,064$725K0.0%+16.1%0.049%
2/18/2026Mercer Global Advisors Inc. ADV80,729$3.43M0.0%-19.0%0.230%
2/18/2026Virtue Capital Management LLC36,302$1.55M0.0%+263.0%0.103%
2/18/2026NewEdge Advisors LLC46,616$1.98M0.0%+51.6%0.133%
2/18/2026Pacific Excel Wealth Advisors Inc.10,604$451K0.8%N/A0.030%
2/18/2026IHT Wealth Management LLC13,894$590K0.0%-1.5%0.040%
2/17/2026Cetera Investment Advisers308,096$13.09M0.0%-1.8%0.877%
2/17/2026Osaic Holdings Inc.292,197$12.42M0.0%-1.9%0.831%
2/17/2026Ibex Wealth Advisors34,534$1.47M0.1%-2.0%0.098%
2/17/2026Captrust Financial Advisors140,717$5.98M0.0%-1.6%0.400%
2/17/2026Royal Bank of Canada596,903$25.36M0.0%-13.1%1.698%
2/16/2026MML Investors Services LLC271,792$11.55M0.0%+4.8%0.773%
2/16/2026Mariner LLC8,073$343K0.0%N/A0.023%
2/16/2026Arax Advisory Partners7,235$307K0.0%+19.3%0.021%
2/13/2026Kestra Advisory Services LLC3,660$156K0.0%N/A0.010%
2/13/2026CreativeOne Wealth LLC4,761$202K0.0%-43.4%0.014%
2/13/2026Stifel Financial Corp200,428$8.52M0.0%-10.2%0.570%
2/13/2026Advyzon Investment Management LLC451,967$19.20M2.2%+55.0%1.286%
2/13/2026Ausdal Financial Partners Inc.421,091$17.89M0.8%+3.2%1.198%
2/13/2026Wells Fargo & Company MN16,075$683K0.0%+28.7%0.046%
2/12/2026Insigneo Advisory Services LLC11,100$472K0.0%N/A0.032%
2/12/2026Commonwealth Equity Services LLC100,986$4.29M0.0%-18.1%0.287%
2/12/2026Renaissance Technologies LLC100,700$4.28M0.0%+15.1%0.286%
2/12/2026Steward Partners Investment Advisory LLC164,474$6.99M0.0%+1.5%0.468%
2/12/2026Investor s Fiduciary Advisor Network LLC13,409$569K0.1%+3.6%0.038%
2/12/2026Wedbush Securities Inc.5,908$251K0.0%N/A0.017%
2/11/2026Empowered Funds LLC202,754$8.62M0.1%+66.3%0.577%
2/11/2026Janney Montgomery Scott LLC10,001$425K0.0%-2.7%0.028%
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2/11/2026Cerity Partners LLC11,225$477K0.0%+4.7%0.032%
2/11/2026LPL Financial LLC520,174$22.10M0.0%-23.4%1.480%
2/11/2026Patron Partners LLC13,872$589K0.3%+14.8%0.039%
2/10/2026Bank of New York Mellon Corp698,687$29.69M0.0%+264.2%1.988%
2/10/2026Calton & Associates Inc.4,775$203K0.0%N/A0.014%
2/10/2026Clear Point Advisors Inc.90,971$3.87M3.0%-2.8%0.259%
2/10/2026Northwestern Mutual Wealth Management Co.19,708$837K0.0%+14.5%0.056%
2/9/2026Huntington National Bank33,026$1.40M0.0%+17.5%0.094%
2/6/2026Global Retirement Partners LLC1,111$47K0.0%N/A0.003%
2/6/2026Flynn Zito Capital Management LLC11,360$483K0.2%N/A0.032%


BAR Institutional Ownership - Frequently Asked Questions

During the previous two years, 173 institutional investors and hedge funds held shares of GraniteShares Gold Trust. The most heavily invested institutionals were Bank of America Corp DE ($97.42M), Richard Bernstein Advisors LLC ($93.31M), Bank of New York Mellon Corp ($31.92M), Royal Bank of Canada ($26.43M), Envestnet Asset Management Inc. ($25.03M), LPL Financial LLC ($22.10M), and Brandywine Oak Private Wealth LLC ($19.87M).Learn more on GraniteShares Gold Trust's institutional investors.

Of the 147 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: Northwestern Mutual Wealth Management Co. ($2.86M), Bank of New York Mellon Corp ($506.86K), Advyzon Investment Management LLC ($483.20K), Ausdal Financial Partners Inc. ($421.09K), Raymond James Financial Inc. ($322.37K), China Universal Asset Management Co. Ltd. ($305K), and Maridea Wealth Management LLC ($246.37K).

Institutional investors have bought a total of 5,194,137 shares in the last 24 months. This purchase volume represents approximately $217.01M in transactions.

Of the 67 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 America Corp DE ($675.68K), Richard Bernstein Advisors LLC ($507.26K), Ausdal Financial Partners Inc. ($219.32K), LPL Financial LLC ($159.07K), Empowered Funds LLC ($129.11K), JPMorgan Chase & Co. ($123.42K), and Royal Bank of Canada ($113.86K).

Institutional investors have sold a total of 2,613,310 shares in the last 24 months. This volume of shares sold represents approximately $104.46M in transactions.


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Institutional ownership data for NYSEARCA:BAR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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