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 |
|---|---|---|---|---|---|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
30,786
shares
|
$924,195
0.33% of portfolio
|
Q4 2024
Reduced 16.58%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
30,735
shares
|
$922,664
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
30,228
shares
|
$907,444
0.01% of portfolio
|
Q4 2024
Reduced 24.16%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
29,410
shares
|
$882,888
0.34% of portfolio
|
Q1 2024
Added 15.63%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
28,890
shares
|
$867,277
0.07% of portfolio
|
Q4 2024
Added 9.05%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
28,696
shares
|
$861,453
0.35% of portfolio
|
Q3 2023
Added 1.1%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,957
shares
|
$749,209
0.0% of portfolio
|
Q3 2024
Reduced 19.2%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
24,459
shares
|
$734,259
0.02% of portfolio
|
Q2 2020
Added 32.72%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
24,444
shares
|
$733,808
0.0% of portfolio
|
Q4 2024
Reduced 13.07%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
22,654
shares
|
$680,073
0.01% of portfolio
|
Q4 2024
Reduced 14.61%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
22,380
shares
|
$671,847
0.0% of portfolio
|
Q4 2024
Reduced 10.83%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
20,395
shares
|
$612,257
0.09% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
19,762
shares
|
$593,255
0.03% of portfolio
|
Q3 2023
Reduced 1.1%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
18,059
shares
|
$542,131
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
17,783
shares
|
$533,845
0.03% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
17,764
shares
|
$533,275
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
17,505
shares
|
$525,500
0.12% of portfolio
|
Q2 2022
Added 74.09%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
17,217
shares
|
$516,854
0.32% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
17,105
shares
|
$513,492
0.01% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
16,327
shares
|
$490,136
0.0% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
16,238
shares
|
$487,464
0.0% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
16,187
shares
|
$485,933
0.03% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
16,001
shares
|
$480,350
0.2% of portfolio
|
Q4 2024
Added 31.74%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
15,812
shares
|
$474,676
0.06% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
15,080
shares
|
$452,701
0.22% of portfolio
|
Q4 2024
Reduced 0.44%
|