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 |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
149,864
shares
|
$4.96 Million
0.15% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
125,625
shares
|
$4.16 Million
0.0% of portfolio
|
Q1 2025
Added 89.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
125,238
shares
|
$4.15 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.92%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
120,517
shares
|
$3.99 Million
0.95% of portfolio
|
Q2 2025
Added 12.23%
|
|
|
ETF Store, Inc.
|
Aug 06, 2025 Q2 2025 |
119,727
shares
|
$3.97 Million
4.68% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
118,636
shares
|
$3.93 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
104,755
shares
|
$3.47 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.1%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
99,075
shares
|
$3.28 Million
0.0% of portfolio
|
Q1 2025
Added 61.62%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
97,126
shares
|
$3.22 Million
2.62% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
77,820
shares
|
$2.58 Million
0.93% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
77,228
shares
|
$2.56 Million
1.23% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
77,163
shares
|
$2.56 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
75,105
shares
|
$2.49 Million
0.0% of portfolio
|
Q1 2025
Added 315.89%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
72,806
shares
|
$2.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
71,069
shares
|
$2.35 Million
0.44% of portfolio
|
Q1 2025
Reduced 23.56%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
67,209
shares
|
$2.23 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.18%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
45,585
shares
|
$1.51 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
45,365
shares
|
$1.5 Million
0.2% of portfolio
|
Q2 2025
Added 13.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
44,685
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
41,930
shares
|
$1.39 Million
1.22% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
41,122
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
Reduced 67.53%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
35,911
shares
|
$1.19 Million
0.62% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
35,905
shares
|
$1.19 Million
0.13% of portfolio
|
Q2 2025
Reduced 69.97%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
34,688
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
34,317
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 38.67%
|