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 134 institutions that hold shares in the stock, with a total of 16.9 Million shares, which have been reported (via 13F filing form) to have a value of $506 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
101,212
shares
|
$3.04 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
97,886
shares
|
$2.94 Million
0.1% of portfolio
|
Q4 2024
Added 109.77%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
93,439
shares
|
$2.81 Million
0.0% of portfolio
|
Q4 2024
Added 15.83%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
92,969
shares
|
$2.79 Million
0.5% of portfolio
|
Q4 2024
Added 263.6%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
88,033
shares
|
$2.64 Million
1.95% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
79,468
shares
|
$2.39 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
77,163
shares
|
$2.32 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
74,434
shares
|
$2.23 Million
0.98% of portfolio
|
Q4 2024
Reduced 9.78%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
68,822
shares
|
$2.07 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
66,281
shares
|
$1.99 Million
0.0% of portfolio
|
Q4 2024
Added 17.29%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
66,253
shares
|
$1.99 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
62,147
shares
|
$1.87 Million
0.0% of portfolio
|
Q4 2024
Reduced 21.7%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
61,300
shares
|
$1.84 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
56,919
shares
|
$1.71 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.31%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
56,149
shares
|
$1.69 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
52,523
shares
|
$1.58 Million
0.84% of portfolio
|
Q4 2024
Reduced 11.08%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
50,177
shares
|
$1.51 Million
0.07% of portfolio
|
Q4 2024
Added 163.6%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
49,205
shares
|
$1.48 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
45,585
shares
|
$1.37 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
39,665
shares
|
$1.19 Million
0.14% of portfolio
|
Q4 2024
Added 12.8%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
38,254
shares
|
$1.15 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
37,582
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
34,688
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
33,491
shares
|
$1.01 Million
0.57% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
31,803
shares
|
$954,726
0.01% of portfolio
|
Q4 2024
Added 3.92%
|