Institutional Ownership Granite Shares Gold Trust (BAR)
This table provides information about the institutional ownership of Granite Shares Gold Trust (BAR). We have compiled data on the 142 institutions that hold shares in the stock, with a total of 17 Million shares, which have been reported (via 13F filing form) to have a value of $565 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
3,518,867
shares
|
$117 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.53%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
2,703,358
shares
|
$90.1 Million
2.2% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
796,686
shares
|
$26.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
767,379
shares
|
$25.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
680,781
shares
|
$22.7 Million
0.01% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
559,700
shares
|
$18.7 Million
0.03% of portfolio
|
Q1 2025
Added 96.25%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
450,088
shares
|
$15 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
439,760
shares
|
$14.7 Million
1.34% of portfolio
|
Q2 2025
Reduced 9.47%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
402,345
shares
|
$13.4 Million
2.08% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Cambria Investment Management, L.P.
|
May 15, 2025 Q1 2025 |
385,300
shares
|
$12.8 Million
0.87% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
365,555
shares
|
$12.2 Million
1.12% of portfolio
|
Q2 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
363,492
shares
|
$12.1 Million
0.02% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
269,821
shares
|
$8.99 Million
1.13% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
269,000
shares
|
$8.97 Million
0.79% of portfolio
|
Q1 2025
Reduced 13.78%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
258,152
shares
|
$8.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
233,353
shares
|
$7.78 Million
1.64% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
223,435
shares
|
$7.45 Million
0.0% of portfolio
|
Q1 2025
Added 354.09%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
212,713
shares
|
$7.09 Million
0.02% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
198,800
shares
|
$6.63 Million
1.69% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
154,061
shares
|
$5.13 Million
0.01% of portfolio
|
Q1 2025
Added 12.24%
|
|
|
Brendel Financial Advisors LLC
|
Jul 11, 2025 Q2 2025 |
151,280
shares
|
$5.04 Million
2.77% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
149,864
shares
|
$4.99 Million
0.15% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
147,208
shares
|
$4.91 Million
0.01% of portfolio
|
Q4 2024
Reduced 45.41%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
125,625
shares
|
$4.19 Million
0.0% of portfolio
|
Q1 2025
Added 89.53%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
121,948
shares
|
$4.06 Million
0.01% of portfolio
|
Q1 2025
Added 0.54%
|