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GraniteShares Gold Trust (BAR) Institutional Ownership

GraniteShares Gold Trust logo
$41.71 -0.10 (-0.24%)
As of 03:50 PM Eastern
This is a fair market value price provided by Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
99
Total
Institutional Inflows
(last 12 months)
$235.38M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$103.74M
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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
7/10/2026 ALM First Financial Advisors LLC281,590$11.13M1.8%+20.7%0.823%
7/10/2026 Wealthcare Advisory Partners LLC8,610$340K0.0%-11.7%0.025%
7/9/2026 Ehrlich Financial Group13,220$523K0.3%-2.4%0.039%
7/8/2026 Evanson Financial LLC11,083$438K0.0%N/A0.032%
7/7/2026 Inspirion 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%
5/5/2026 Flynn Zito Capital Management LLC14,636$675K0.2%+28.8%0.042%
5/4/2026 HBW Advisory Services LLC7,852$362K0.0%-10.1%0.022%
5/1/2026Fifth Third Bancorp7,407$342K0.0%N/A0.021%
5/1/2026 DMC Group LLC24,465$1.13M0.8%+5.8%0.070%
4/30/2026 Mason & Associates Inc192,912$8.58M1.7%+12.7%0.549%
4/30/2026 Cherry Creek Investment Advisors Inc.65,800$3.04M1.3%-15.2%0.187%
4/30/2026 Ibex Wealth Advisors32,853$1.52M0.1%-4.9%0.093%
4/28/2026 Whittier Trust Co.5,340$245K0.0%N/A0.015%
4/28/2026 Core Wealth Advisors LLC32,227$1.49M1.1%-56.3%0.092%
4/27/2026World Investment Advisors6,212$287K0.0%+9.6%0.018%
4/27/2026 Private 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%
4/22/2026 BKM 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%
4/21/2026 Columbus Macro LLC244,650$11.29M1.2%-6.9%0.696%
4/21/2026 Fairvoy Private Wealth LLC4,952$228K0.1%N/A0.014%
4/20/2026 Blue Trust Inc.8,077$373K0.0%-12.3%0.023%
4/20/2026 Brandywine Oak Private Wealth LLC430,687$19.87M1.7%+0.6%1.225%
4/16/2026 Tactive Advisors LLC16,200$747K0.2%-34.5%0.046%
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4/15/2026 Nations Financial Group Inc. IA ADV208,685$9.63M0.5%+31.2%0.594%
4/15/2026 Marathon 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%
2/18/2026 Pacific 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%
2/17/2026 Ibex 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%
2/13/2026 Kestra 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%
2/12/2026 Commonwealth 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%
2/12/2026 Wedbush 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%
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%
2/10/2026 Clear 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%
2/6/2026 Flynn Zito Capital Management LLC11,360$483K0.2%N/A0.032%
2/6/2026HighTower Advisors LLC69,087$2.94M0.0%-7.1%0.197%
2/5/2026Tucker Asset Management LLC2,315$98K0.0%N/A0.007%
2/5/2026Northwestern Mutual Wealth Management Co.2,864,268$130.97M0.1%+16,545.9%8.149%
2/5/2026Western Wealth Management LLC7,115$302K0.0%-22.4%0.020%
2/4/2026Moneco Advisors LLC5,000$212K0.0%N/A0.014%
2/4/2026World Investment Advisors5,668$231K0.0%+5.3%0.016%
2/4/2026Ballast Rock Private Wealth LLC6,254$266K0.2%N/A0.018%
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2/3/2026 Brandywine Oak Private Wealth LLC427,952$18.18M1.5%-2.1%1.218%
2/3/2026 MGO One Seven LLC17,389$739K0.0%-37.6%0.049%
2/3/2026Richard Bernstein Advisors LLC2,196,094$93.31M2.7%-1.5%6.248%
2/2/2026 Truist Financial Corp8,938$380K0.0%-14.0%0.025%
2/2/2026 Oppenheimer & Co. Inc.36,691$1.56M0.0%N/A0.104%
1/30/2026American Financial & Tax Strategies Inc.32,678$1.39M0.7%-8.3%0.096%
1/29/2026Comerica Bank7,449$316K0.0%-9.4%0.022%
1/29/2026 Investment Management Corp VA ADV4,926$209K0.2%N/A0.014%
1/29/2026Sanctuary Advisors LLC51,272$2.18M0.0%-1.5%0.150%
1/29/2026 BKM Wealth Management LLC26,966$1.15M0.4%-11.2%0.079%


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 ($116.13M), Richard Bernstein Advisors LLC ($93.31M), Bank of New York Mellon Corp ($31.92M), Envestnet Asset Management Inc. ($27.31M), Royal Bank of Canada ($26.43M), LPL Financial LLC ($22.10M), and Brandywine Oak Private Wealth LLC ($19.87M).Learn more on GraniteShares Gold Trust's institutional investors.

Of the 146 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 5,784,932 shares in the last 24 months. This purchase volume represents approximately $235.38M in transactions.

Of the 66 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 ($942.30K), Richard Bernstein Advisors LLC ($507.26K), JPMorgan Chase & Co. ($165.72K), LPL Financial LLC ($159.07K), Royal Bank of Canada ($113.86K), Ibex Wealth Advisors ($86.71K), and Renaissance Technologies LLC ($74.30K).

Institutional investors have sold a total of 2,683,295 shares in the last 24 months. This volume of shares sold represents approximately $103.74M in transactions.



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 7/10/2026. New 13F filings are added each quarter as they're published.
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