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 $514 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,960
shares
|
$241,904
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
7,863
shares
|
$238,956
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
7,451
shares
|
$226,435
0.0% of portfolio
|
Q4 2024
Added 51.41%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
6,114
shares
|
$185,804
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
5,780
shares
|
$175,654
0.06% of portfolio
|
Q4 2024
Added 14.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
5,043
shares
|
$153,256
0.0% of portfolio
|
Q4 2024
Added 74.56%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
4,926
shares
|
$149,701
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
4,744
shares
|
$144,170
0.0% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
4,165
shares
|
$126,574
0.0% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
3,087
shares
|
$93,813
0.02% of portfolio
|
Q1 2023
Reduced 59.59%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,642
shares
|
$80,290
0.0% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
1,517
shares
|
$46,101
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,516
shares
|
$46,071
0.0% of portfolio
|
Q4 2024
Added 33.69%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
1,317
shares
|
$40,023
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,251
shares
|
$38,017
0.0% of portfolio
|
Q1 2024
Added 1.76%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,188
shares
|
$36,103
0.0% of portfolio
|
Q4 2024
Reduced 31.41%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
933
shares
|
$28,353
0.0% of portfolio
|
Q4 2024
Reduced 14.33%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
890
shares
|
$27,047
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
800
shares
|
$24,312
0.0% of portfolio
|
Q4 2024
Added 141.69%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
800
shares
|
$24,312
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
575
shares
|
$17,474
0.0% of portfolio
|
Q3 2022
Reduced 15.81%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
542
shares
|
$16,471
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
541
shares
|
$16,440
0.0% of portfolio
|
Q3 2024
Reduced 31.69%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
494
shares
|
$15,012
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
485
shares
|
$14,739
0.01% of portfolio
|
Q3 2019
New holding
|