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 148 institutions that hold shares in the stock, with a total of 16.2 Million shares, which have been reported (via 13F filing form) to have a value of $537 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
14,830
shares
|
$491,169
0.0% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
14,576
shares
|
$482,757
0.0% of portfolio
|
Q2 2025
Added 64.09%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
13,910
shares
|
$460,699
0.02% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
13,642
shares
|
$451,823
0.01% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
13,025
shares
|
$431,387
0.0% of portfolio
|
Q2 2025
Added 92.88%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
12,824
shares
|
$424,730
0.22% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
12,767
shares
|
$422,843
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
12,719
shares
|
$421,253
0.01% of portfolio
|
Q2 2025
Reduced 25.64%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
12,204
shares
|
$404,196
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
12,180
shares
|
$403,401
0.0% of portfolio
|
Q2 2025
Added 69.03%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
12,000
shares
|
$397,439
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
11,840
shares
|
$392,140
0.31% of portfolio
|
Q2 2025
Added 23.49%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
11,563
shares
|
$382,966
0.11% of portfolio
|
Q2 2024
Added 3.15%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
11,467
shares
|
$379,787
0.0% of portfolio
|
Q2 2025
Reduced 18.64%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
11,227
shares
|
$371,838
0.0% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
11,134
shares
|
$368,758
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
11,031
shares
|
$365,346
0.05% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
10,725
shares
|
$355,212
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
10,630
shares
|
$352,065
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
10,612
shares
|
$351,469
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
10,576
shares
|
$350,277
0.05% of portfolio
|
Q1 2025
Added 15.26%
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
10,493
shares
|
$347,528
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,228
shares
|
$338,751
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
10,215
shares
|
$338,320
0.02% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
10,021
shares
|
$331,895
0.0% of portfolio
|
Q2 2025
Added 1.25%
|