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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
10,394
shares
|
$418,566
0.0% of portfolio
|
Q3 2025
Reduced 7.42%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
10,351
shares
|
$416,834
0.06% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
10,279
shares
|
$413,935
0.0% of portfolio
|
Q3 2025
Reduced 10.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,228
shares
|
$411,881
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jan 27, 2026 Q4 2025 |
9,767
shares
|
$393,317
0.04% of portfolio
|
Q4 2025
Added 2.48%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
9,341
shares
|
$376,162
0.0% of portfolio
|
Q3 2025
Added 48.81%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
9,205
shares
|
$370,685
0.0% of portfolio
|
Q4 2025
Added 0.77%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
9,176
shares
|
$369,517
0.05% of portfolio
|
Q3 2025
Reduced 13.24%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
9,165
shares
|
$369,074
0.02% of portfolio
|
Q3 2025
Reduced 10.28%
|
|
|
Hbw Advisory Services LLC
|
Jan 23, 2026 Q4 2025 |
8,733
shares
|
$351,677
0.04% of portfolio
|
Q4 2025
Reduced 12.15%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
8,725
shares
|
$351,355
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
8,695
shares
|
$350,147
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 29, 2026 Q4 2025 |
8,687
shares
|
$349,825
0.12% of portfolio
|
Q4 2024
Added 12.53%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
8,418
shares
|
$338,992
0.01% of portfolio
|
Q3 2025
Added 19.9%
|
|
|
Cwm, LLC
|
Jan 26, 2026 Q4 2025 |
8,144
shares
|
$327,958
0.0% of portfolio
|
Q4 2025
Reduced 2.68%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
7,991
shares
|
$321,797
0.0% of portfolio
|
Q4 2025
Reduced 1.79%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
7,920
shares
|
$318,938
0.04% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
7,863
shares
|
$316,643
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Jan 29, 2026 Q4 2025 |
7,449
shares
|
$299,971
0.0% of portfolio
|
Q4 2025
Reduced 9.43%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
7,366
shares
|
$296,628
0.01% of portfolio
|
Q4 2025
Added 6.83%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
6,924
shares
|
$278,829
0.06% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,780
shares
|
$273,030
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asb Consultores, LLC
Aventura, FL |
Nov 04, 2025 Q3 2025 |
6,327
shares
|
$254,788
1.12% of portfolio
|
Q3 2025
Reduced 16.57%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jan 29, 2026 Q4 2025 |
6,286
shares
|
$253,137
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Financial Strategies Group, Inc.
|
Nov 04, 2025 Q3 2025 |
6,213
shares
|
$250,197
0.05% of portfolio
|
Q2 2025
Reduced 15.33%
|
|