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 146 institutions that hold shares in the stock, with a total of 16.5 Million shares, which have been reported (via 13F filing form) to have a value of $548 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,199,277
shares
|
$106 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
2,703,358
shares
|
$89.5 Million
2.2% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
767,379
shares
|
$25.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
696,903
shares
|
$23.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.52%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
646,000
shares
|
$21.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
445,034
shares
|
$14.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
439,760
shares
|
$14.6 Million
1.34% of portfolio
|
Q2 2025
Reduced 9.47%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
400,189
shares
|
$13.3 Million
1.96% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
365,555
shares
|
$12.1 Million
1.12% of portfolio
|
Q2 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
338,427
shares
|
$11.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
322,782
shares
|
$10.7 Million
2.33% of portfolio
|
Q2 2025
New holding
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
307,471
shares
|
$10.2 Million
0.72% of portfolio
|
Q2 2025
Reduced 20.2%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
269,821
shares
|
$8.94 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
|
$8.91 Million
0.79% of portfolio
|
Q1 2025
Reduced 13.78%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
233,353
shares
|
$7.73 Million
1.64% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
228,073
shares
|
$7.55 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.65%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
227,510
shares
|
$7.54 Million
0.54% of portfolio
|
Q2 2025
Added 120.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
223,435
shares
|
$7.4 Million
0.0% of portfolio
|
Q1 2025
Added 354.09%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
216,038
shares
|
$7.16 Million
0.02% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
198,800
shares
|
$6.58 Million
1.69% of portfolio
|
Q2 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
188,363
shares
|
$6.24 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
159,074
shares
|
$5.27 Million
0.04% of portfolio
|
Q2 2025
Added 39.79%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
155,100
shares
|
$5.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 72.29%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
154,061
shares
|
$5.1 Million
0.01% of portfolio
|
Q1 2025
Added 12.24%
|
|
|
Brendel Financial Advisors LLC
|
Jul 11, 2025 Q2 2025 |
151,280
shares
|
$5.01 Million
2.77% of portfolio
|
Q2 2025
Added 1.04%
|