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 |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
9,733
shares
|
$322,356
0.05% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
9,034
shares
|
$299,206
0.04% of portfolio
|
Q2 2025
Added 31.35%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
8,797
shares
|
$291,356
0.0% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
8,725
shares
|
$288,972
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
8,695
shares
|
$287,978
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
8,687
shares
|
$287,713
0.1% of portfolio
|
Q4 2024
Added 12.53%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
7,863
shares
|
$260,422
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
7,750
shares
|
$256,679
0.03% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Aug 13, 2025 Q2 2025 |
7,584
shares
|
$251,182
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
7,021
shares
|
$232,535
0.01% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
6,924
shares
|
$229,322
0.06% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
6,789
shares
|
$224,851
0.03% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,780
shares
|
$224,553
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
6,277
shares
|
$207,894
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Strategies Group, Inc.
|
Aug 13, 2025 Q2 2025 |
6,213
shares
|
$205,774
0.04% of portfolio
|
Q2 2025
Reduced 15.33%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
6,065
shares
|
$200,872
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
5,255
shares
|
$174,045
0.06% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
5,077
shares
|
$168,150
0.01% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
4,926
shares
|
$163,149
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,135
shares
|
$103,831
0.0% of portfolio
|
Q2 2025
Added 11.29%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
3,087
shares
|
$102,241
0.02% of portfolio
|
Q1 2023
Reduced 59.59%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,722
shares
|
$90,152
0.0% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,548
shares
|
$84,389
0.01% of portfolio
|
Q1 2025
Added 343.13%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
1,517
shares
|
$50,243
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
1,500
shares
|
$49,679
0.02% of portfolio
|
Q1 2025
New holding
|