Institutional Ownership Granite Shares Gold Trust (BAR)

BAR Quotes by TradingView

This table provides information about the institutional ownership of Granite Shares Gold Trust (BAR). We have compiled data on the 138 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
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
Hc Financial Advisors Inc

Jul 25, 2022 Q2 2022
464
shares
$14,100 0.01% of portfolio
Q2 2022 New holding
Sunbelt Securities, Inc.

Houston, TX

 		Feb 18, 2025 Q4 2024
325
shares
$9,876 0.0% of portfolio
Q3 2024 New holding
Nbc Securities, Inc.

Birmingham, AL

 		Apr 09, 2025 Q1 2025
219
shares
$6,655 0.0% of portfolio
Q1 2025 New holding
Systm Wealth Solutions LLC

Chicago, IL

 		Nov 14, 2024 Q3 2024
128
shares
$3,889 0.1% of portfolio
Q3 2024 Reduced 13.51%
Signaturefd, LLC

Atlanta, GA

 		Feb 10, 2025 Q4 2024
91
shares
$2,765 0.0% of portfolio
Q3 2024 Reduced 4.21%
Pnc Financial Services Group, Inc.

Pittsburgh, PA

 		Feb 07, 2025 Q4 2024
35
shares
$1,063 0.0% of portfolio
Q4 2024 New holding
Four Thought Financial, LLC

Venice, FL

 		Nov 21, 2022 Q3 2022
22
shares
$668 0.0% of portfolio
Q3 2021 New holding
Wr Wealth Planners, LLC

Columbia, MO

 		Feb 05, 2025 Q4 2024
13
shares
$395 0.0% of portfolio
Q1 2024 New holding
Concourse Financial Group Securities, Inc.

Birmingham, AL

 		Feb 13, 2025 Q4 2024
0
shares
$0 0.0% of portfolio
Q4 2024 New holding

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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