Purchases and Sales Made in Q1 2025 in Granite Shares Gold Trust (BAR)
This table provides information about the institutional ownership of Granite Shares Gold Trust (BAR) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
120KNew |
$3.11M - $3.69M
|
120K
$3.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
74.6KNew |
$1.94M - $2.3M
|
74.6K
$2.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
38.6K+ 56.03% |
$1M - $1.19M
|
107K
$3.52M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
17.7K+ 14.16% |
$460K - $546K
|
143K
$4.68M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.7KNew |
$356K - $422K
|
13.7K
$448K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
13.5KNew |
$350K - $415K
|
13.5K
$441K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
8.49K+ 9.65% |
$221K - $262K
|
96.5K
$3.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.48KNew |
$194K - $231K
|
7.48K
$245K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.17K+ 19.07% |
$186K - $221K
|
44.8K
$1.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.88KNew |
$179K - $212K
|
6.88K
$225K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
6.72KNew |
$175K - $207K
|
6.72K
$220K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
6.63KNew |
$172K - $204K
|
6.63K
$217K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.73K+ 137.62% |
$149K - $177K
|
9.9K
$324K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
5.45K+ 1.88% |
$142K - $168K
|
295K
$9.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.38K+ 0.4% |
$87.8K - $104K
|
844K
$27.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.97K+ 343.13% |
$51.3K - $60.8K
|
2.55K
$83.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
1.72K+ 1.16% |
$44.8K - $53.2K
|
150K
$4.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1.66K+ 2.23% |
$43.2K - $51.2K
|
76.1K
$2.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.5KNew |
$39K - $46.3K
|
1.5K
$49.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.3K+ 85.82% |
$33.8K - $40.1K
|
2.82K
$92.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
463+ 5.07% |
$12K - $14.3K
|
9.59K
$314K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
363+ 3.4% |
$9.44K - $11.2K
|
11K
$361K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
350+ 0.88% |
$9.1K - $10.8K
|
40K
$1.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
219New |
$5.7K - $6.75K
|
219
$7.17K
|
|
|
Apr 29, 2025
Q1 2025
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
188+ 0.08% |
$4.89K - $5.8K
|
233K
$7.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
172+ 1.8% |
$4.47K - $5.3K
|
9.73K
$319K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
67+ 0.67% |
$1.74K - $2.07K
|
10K
$328K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
50+ 0.31% |
$1.3K - $1.54K
|
16.2K
$532K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-139- 0.81% |
$3.62K - $4.29K
|
17.1K
$559K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-174- 1.47% |
$4.53K - $5.37K
|
11.7K
$382K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-278- 4.81% |
$7.23K - $8.57K
|
5.5K
$180K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-575- 9.4% |
$15K - $17.7K
|
5.54K
$181K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-1.31K- 8.67% |
$34K - $40.3K
|
13.8K
$451K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.38K- 2.63% |
$35.9K - $42.6K
|
51.1K
$1.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.99K- 3.54% |
$51.7K - $61.3K
|
54.2K
$1.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.09K- 10.22% |
$54.2K - $64.3K
|
18.3K
$600K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.23K- 13.68% |
$58.1K - $68.9K
|
14.1K
$462K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-4.22K- 1.04% |
$110K - $130K
|
402K
$13.2M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-43K- 13.78% |
$1.12M - $1.33M
|
269K
$8.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-156K- 5.03% |
$4.05M - $4.8M
|
2.94M
$96.2M
|