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 173 institutions that hold shares in the stock, with a total of 15.9 Million shares, which have been reported (via 13F filing form) to have a value of $642 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
35,234
shares
|
$1.42 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
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
|
Nov 12, 2025 Q3 2025 |
34,035
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
32,897
shares
|
$1.32 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
30,744
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2025
Added 91.27%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Jan 23, 2026 Q4 2025 |
30,565
shares
|
$1.23 Million
0.11% of portfolio
|
Q4 2025
Reduced 1.05%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
30,361
shares
|
$1.22 Million
0.43% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Nov 12, 2025 Q3 2025 |
30,328
shares
|
$1.22 Million
0.7% of portfolio
|
Q3 2025
Reduced 12.96%
|
|
|
Financial Guidance Group, Inc.
|
Jan 26, 2026 Q4 2025 |
28,969
shares
|
$1.17 Million
0.57% of portfolio
|
Q4 2025
Reduced 1.12%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
28,098
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2025
Added 12.87%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
27,866
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2025
Added 100.33%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 06, 2025 Q3 2025 |
27,442
shares
|
$1.11 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
25,522
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,957
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.2%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
24,723
shares
|
$995,595
0.31% of portfolio
|
Q4 2025
Added 32.55%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
24,459
shares
|
$984,963
0.02% of portfolio
|
Q2 2020
Added 32.72%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 21, 2026 Q4 2025 |
23,115
shares
|
$930,841
0.64% of portfolio
|
Q4 2025
Added 42.4%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 20, 2026 Q4 2025 |
23,064
shares
|
$928,787
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
21,619
shares
|
$870,597
0.0% of portfolio
|
Q3 2025
Reduced 82.79%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
19,644
shares
|
$791,063
0.01% of portfolio
|
Q4 2025
Added 13.95%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
18,441
shares
|
$742,619
0.01% of portfolio
|
Q3 2025
Reduced 10.82%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
18,352
shares
|
$739,035
0.03% of portfolio
|
Q1 2025
Reduced 7.13%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Jan 23, 2026 Q4 2025 |
17,764
shares
|
$715,356
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
17,505
shares
|
$704,926
0.12% of portfolio
|
Q2 2022
Added 74.09%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
17,325
shares
|
$697,677
0.12% of portfolio
|
Q2 2025
Reduced 5.38%
|
|