Purchases and Sales Made in Q1 2023 in Granite Shares Gold Trust (BAR)
This table provides information about the institutional ownership of Granite Shares Gold Trust (BAR) during Q1 2023. The information is specifically focused on institutions that hold shares of GraniteShares Gold Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
253+ 0.29% |
$4.54K - $5.01K
|
86.2K
$2.36M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
250+ 1.49% |
$4.49K - $4.95K
|
17K
$465K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
165+ 0.65% |
$2.96K - $3.27K
|
25.4K
$695K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
134New |
$2.4K - $2.65K
|
134
$3.66K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
60New |
$1.08K - $1.19K
|
60
$1.64K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
56+ 0.32% |
$1K - $1.11K
|
17.5K
$477K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
52+ 0.34% |
$933 - $1.03K
|
15.4K
$422K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
50New |
$897 - $990
|
50
$1.37K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42+ 2.64% |
$753 - $831
|
1.63K
$44.6K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
39New |
$700 - $772
|
39
$1.07K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-15- 0.05% |
$269 - $297
|
32.7K
$895K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
SELL
|
- |
-91- 0.55% |
$1.63K - $1.8K
|
16.4K
$449K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-156- 1.41% |
$2.8K - $3.09K
|
10.9K
$297K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-294- 0.52% |
$5.27K - $5.82K
|
56.3K
$1.54M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-451- 2.57% |
$8.09K - $8.93K
|
17.1K
$467K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-605- 4.89% |
$10.9K - $12K
|
11.8K
$322K
|
|
|
Aug 18, 2023
Q1 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-668- 1.18% |
$12K - $13.2K
|
56.1K
$1.53M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-761- 1.95% |
$13.7K - $15.1K
|
38.2K
$1.04M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-778- 5.82% |
$14K - $15.4K
|
12.6K
$344K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.05K- 2.8% |
$18.8K - $20.7K
|
36.4K
$995K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.65K- 2.32% |
$29.5K - $32.6K
|
69.4K
$1.9M
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.65K- 3.8% |
$29.6K - $32.7K
|
41.8K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.73K- 10.16% |
$31K - $34.2K
|
15.3K
$418K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.54K- 0.75% |
$45.5K - $50.2K
|
336K
$9.19M
|
|
|
May 11, 2023
Q1 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-3.26K- 4.0% |
$58.4K - $64.4K
|
78.1K
$2.14M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-3.3K- 13.84% |
$59.2K - $65.3K
|
20.6K
$562K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.45K- 6.02% |
$79.9K - $88.1K
|
69.5K
$1.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4.55K- 59.59% |
$81.7K - $90.1K
|
3.09K
$84.4K
|
|
|
May 11, 2023
Q1 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-5.2K- 0.04% |
$93.3K - $103K
|
12M
$328M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.23K- 33.72% |
$112K - $123K
|
12.2K
$335K
|
|
|
Apr 28, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-8.43K- 85.06% |
$151K - $167K
|
1.48K
$40.5K
|
|
|
Aug 21, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-8.43K- 85.06% |
$151K - $167K
|
1.48K
$40.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-11.4K- 97.69% |
$204K - $226K
|
270
$7.38K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.8K- 48.42% |
$211K - $233K
|
12.5K
$343K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-13.5K- 77.25% |
$242K - $267K
|
3.97K
$109K
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-13.6K- 10.63% |
$244K - $269K
|
114K
$3.13M
|
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-16.1K- 41.62% |
$289K - $319K
|
22.6K
$618K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-18.5K- 32.3% |
$332K - $366K
|
38.8K
$1.06M
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-23.1KClosed |
$414K - $456K
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-25.1K- 42.89% |
$451K - $497K
|
33.4K
$914K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-32.2K- 28.67% |
$577K - $637K
|
80.1K
$2.19M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-40K- 72.0% |
$717K - $791K
|
15.6K
$425K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-68.5K- 7.66% |
$1.23M - $1.36M
|
827K
$22.6M
|
|
|
May 05, 2023
Q1 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-148K- 31.71% |
$2.65M - $2.92M
|
318K
$8.69M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-249K- 62.67% |
$4.46M - $4.92M
|
148K
$4.05M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-548K- 52.44% |
$9.83M - $10.8M
|
497K
$13.6M
|