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 150 institutions that hold shares in the stock, with a total of 16.3 Million shares, which have been reported (via 13F filing form) to have a value of $659 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
147,624
shares
|
$5.98 Million
0.01% of portfolio
|
Q2 2025
Added 17.87%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
145,013
shares
|
$5.87 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
125,625
shares
|
$5.09 Million
0.0% of portfolio
|
Q1 2025
Added 89.53%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
123,294
shares
|
$4.99 Million
0.01% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
120,517
shares
|
$4.88 Million
0.95% of portfolio
|
Q2 2025
Added 12.23%
|
|
|
ETF Store, Inc.
|
Aug 06, 2025 Q2 2025 |
119,727
shares
|
$4.85 Million
4.68% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
104,755
shares
|
$4.24 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.1%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
97,126
shares
|
$3.93 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
|
$3.15 Million
0.93% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
77,228
shares
|
$3.13 Million
1.23% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
77,163
shares
|
$3.12 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
72,806
shares
|
$2.95 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
71,069
shares
|
$2.88 Million
0.48% of portfolio
|
Q1 2025
Reduced 23.56%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
67,209
shares
|
$2.72 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.18%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
65,177
shares
|
$2.64 Million
0.0% of portfolio
|
Q2 2025
Reduced 34.21%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
52,494
shares
|
$2.13 Million
0.03% of portfolio
|
Q3 2025
Added 1574.45%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
45,585
shares
|
$1.85 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
44,685
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
35,905
shares
|
$1.45 Million
0.13% of portfolio
|
Q2 2025
Reduced 69.97%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
35,631
shares
|
$1.44 Million
0.7% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
35,165
shares
|
$1.42 Million
0.17% of portfolio
|
Q3 2025
Reduced 22.48%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
34,688
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
34,317
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2025
Reduced 38.67%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
33,281
shares
|
$1.35 Million
0.21% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
32,897
shares
|
$1.33 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.46%
|