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GraniteShares Gold Trust (BAR) Institutional Ownership

GraniteShares Gold Trust logo
$45.24 -0.72 (-1.57%)
As of 04:10 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)
$217.55M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$103.64M
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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
8/26/2026 HighTower Advisors LLC50,722$2.01M0.0%-14.3%0.148%
8/23/2026 DMC Group LLC25,786$1.02M0.7%+5.4%0.075%
8/22/2026 Investor s Fiduciary Advisor Network LLC12,094$478K0.2%-17.7%0.035%
8/22/2026 Concurrent Investment Advisors LLC8,019$317K0.0%-6.1%0.023%
8/21/2026 Mason & Associates Inc206,312$8.16M1.3%+6.9%0.603%
8/20/2026 IMC Chicago LLC35,661$1.41M0.0%+299.2%0.104%
8/20/2026 Northwestern Mutual Wealth Management Co.23,442$927K0.0%+9.5%0.069%
8/18/2026 Empowered Funds LLC96,550$3.82M0.0%-57.2%0.282%
8/17/2026 Corient Private Wealth LP17,084$675K0.0%+1.8%0.050%
8/17/2026 Ausdal Financial Partners Inc.216,245$8.55M0.3%-50.4%0.632%
8/17/2026 Bank of America Corp DE2,464,379$97.42M0.0%-2.1%7.206%
8/12/2026 Compass Financial Management LLC73,413$2.91M0.3%N/A0.215%
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%
6/18/2026 Western Wealth Management LLC5,805$268K0.0%-18.4%0.017%
6/3/2026 NewEdge Advisors LLC29,312$1.35M0.0%-37.1%0.083%
5/19/2026 Western Wealth Management LLC5,805$268K0.0%-18.4%0.017%
5/19/2026 Bank of America Corp DE2,517,348$116.13M0.0%-2.7%7.162%
5/18/2026 Royal Bank of Canada573,021$26.43M0.0%-4.0%1.630%
5/18/2026 Empowered Funds LLC225,661$10.41M0.1%+11.3%0.642%
5/14/2026 Renaissance Technologies LLC26,400$1.22M0.0%-73.8%0.075%
5/14/2026 Lido Advisors LLC7,056$325K0.0%-24.5%0.020%
5/13/2026 Cetera Investment Advisers301,484$13.91M0.0%-2.1%0.858%
5/7/2026 Hanseatic Management Services Inc.27,654$1.28M1.2%N/A0.079%
5/5/2026 Bank of New York Mellon Corp692,049$31.92M0.0%-1.0%1.969%
5/5/2026 IMC Chicago LLC8,933$412K0.0%N/A0.025%
5/5/2026 Sanctuary 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%
5/1/2026 Fifth 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%
4/27/2026 World Investment Advisors6,212$287K0.0%+9.6%0.018%
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4/27/2026 Private Advisor Group LLC15,391$710K0.0%-8.0%0.044%
4/27/2026 Elevation Point Wealth Partners LLC44,065$2.03M0.0%+3.7%0.125%
4/24/2026 Essex Financial Services Inc.15,011$692K0.0%-2.7%0.043%
4/24/2026 Semus Wealth Partners LLC32,611$1.50M0.8%-0.7%0.093%
4/22/2026 Janney 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%
4/21/2026 Maridea 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%
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%
3/17/2026 Rockefeller Capital Management L.P.463,694$19.70M0.0%+3.1%1.319%
3/13/2026 World Investment Advisors5,668$241K0.0%+5.3%0.016%
3/9/2026 Corient Private Wealth LLC17,064$725K0.0%+16.1%0.049%
2/19/2026 Corient Private Wealth LLC17,064$725K0.0%+16.1%0.049%
2/18/2026 Mercer Global Advisors Inc. ADV80,729$3.43M0.0%-19.0%0.230%
2/18/2026 Virtue Capital Management LLC36,302$1.55M0.0%+263.0%0.103%
2/18/2026 NewEdge 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%
2/18/2026 IHT Wealth Management LLC13,894$590K0.0%-1.5%0.040%
2/17/2026 Cetera Investment Advisers308,096$13.09M0.0%-1.8%0.877%
2/17/2026 Osaic 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%
2/17/2026 Captrust Financial Advisors140,717$5.98M0.0%-1.6%0.400%
2/17/2026 Royal Bank of Canada596,903$25.36M0.0%-13.1%1.698%
2/16/2026 MML Investors Services LLC271,792$11.55M0.0%+4.8%0.773%
2/16/2026 Mariner LLC8,073$343K0.0%N/A0.023%
2/16/2026 Arax Advisory Partners7,235$307K0.0%+19.3%0.021%
2/13/2026 Kestra Advisory Services LLC3,660$156K0.0%N/A0.010%
2/13/2026 CreativeOne Wealth LLC4,761$202K0.0%-43.4%0.014%
2/13/2026 Stifel Financial Corp200,428$8.52M0.0%-10.2%0.570%
2/13/2026 Advyzon Investment Management LLC451,967$19.20M2.2%+55.0%1.286%
2/13/2026 Ausdal Financial Partners Inc.421,091$17.89M0.8%+3.2%1.198%
2/13/2026 Wells Fargo & Company MN16,075$683K0.0%+28.7%0.046%
2/12/2026 Insigneo Advisory Services LLC11,100$472K0.0%N/A0.032%
2/12/2026 Commonwealth Equity Services LLC100,986$4.29M0.0%-18.1%0.287%
2/12/2026 Renaissance Technologies LLC100,700$4.28M0.0%+15.1%0.286%
2/12/2026 Steward Partners Investment Advisory LLC164,474$6.99M0.0%+1.5%0.468%
2/12/2026 Investor 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%
2/11/2026 Empowered Funds LLC202,754$8.62M0.1%+66.3%0.577%
2/11/2026 Janney Montgomery Scott LLC10,001$425K0.0%-2.7%0.028%
2/11/2026 Cerity Partners LLC11,225$477K0.0%+4.7%0.032%
2/11/2026 LPL Financial LLC520,174$22.10M0.0%-23.4%1.480%
2/11/2026 Patron Partners LLC13,872$589K0.3%+14.8%0.039%
2/10/2026 Bank of New York Mellon Corp698,687$29.69M0.0%+264.2%1.988%
2/10/2026 Calton & Associates Inc.4,775$203K0.0%N/A0.014%
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2/10/2026 Clear Point Advisors Inc.90,971$3.87M3.0%-2.8%0.259%
2/10/2026 Northwestern Mutual Wealth Management Co.19,708$837K0.0%+14.5%0.056%
2/9/2026 Huntington National Bank33,026$1.40M0.0%+17.5%0.094%
2/6/2026 Global Retirement Partners LLC1,111$47K0.0%N/A0.003%
2/6/2026 Flynn Zito Capital Management LLC11,360$483K0.2%N/A0.032%
2/6/2026 HighTower Advisors LLC69,087$2.94M0.0%-7.1%0.197%
2/5/2026Tucker Asset Management LLC2,315$98K0.0%N/A0.007%
2/5/2026 Northwestern Mutual Wealth Management Co.2,864,268$130.97M0.1%+16,545.9%8.149%
2/5/2026 Western Wealth Management LLC7,115$302K0.0%-22.4%0.020%
2/4/2026 Moneco Advisors LLC5,000$212K0.0%N/A0.014%


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), 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 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 5,213,712 shares in the last 24 months. This purchase volume represents approximately $217.55M 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 2,593,097 shares in the last 24 months. This volume of shares sold represents approximately $103.64M 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 8/26/2026. New 13F filings are added each quarter as they're published.
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