Purchases and Sales Made in Q2 2023 in Granite Shares Gold Trust (BAR)
This table provides information about the institutional ownership of Granite Shares Gold Trust (BAR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
113+ 0.6% |
$2.13K - $2.29K
|
19K
$504K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
11+ 2.76% |
$208 - $223
|
410
$10.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 7.95% |
$132 - $142
|
95
$2.52K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-46- 0.38% |
$868 - $933
|
12K
$319K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-76- 0.46% |
$1.43K - $1.54K
|
16.4K
$434K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-315- 1.85% |
$5.95K - $6.39K
|
16.7K
$443K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-364- 2.42% |
$6.87K - $7.39K
|
14.7K
$389K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-425- 0.61% |
$8.02K - $8.62K
|
69K
$1.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-533- 56.76% |
$10.1K - $10.8K
|
406
$10.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-566- 2.75% |
$10.7K - $11.5K
|
20K
$530K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-626- 4.99% |
$11.8K - $12.7K
|
11.9K
$316K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-733- 1.06% |
$13.8K - $14.9K
|
68.6K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-873- 5.0% |
$16.5K - $17.7K
|
16.6K
$440K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.09K- 81.58% |
$20.7K - $22.2K
|
247
$6.56K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.09K- 81.58% |
$20.7K - $22.2K
|
247
$6.56K
|
|
|
Aug 14, 2023
Q2 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-1.29K- 1.64% |
$24.3K - $26.1K
|
76.8K
$2.04M
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-1.29K- 0.6% |
$24.3K - $26.1K
|
214K
$5.68M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.36K- 6.63% |
$25.7K - $27.7K
|
19.2K
$509K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.51K- 2.68% |
$28.5K - $30.6K
|
54.8K
$1.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.56K- 1.91% |
$86K - $92.4K
|
234K
$6.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-5.19K- 1.26% |
$98K - $105K
|
408K
$10.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-7.02K- 31.05% |
$132K - $142K
|
15.6K
$414K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.11K- 20.28% |
$134K - $144K
|
27.9K
$742K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-7.19K- 1.46% |
$136K - $146K
|
486K
$12.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.47K- 98.21% |
$141K - $152K
|
136
$3.61K
|
|
|
Jul 13, 2023
Q2 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-13.7K- 23.71% |
$259K - $278K
|
44.1K
$1.17M
|
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-21.4K- 63.97% |
$404K - $434K
|
12.1K
$320K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-24.5K- 67.29% |
$462K - $497K
|
11.9K
$316K
|
|
|
Aug 10, 2023
Q2 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-25.2K- 3.03% |
$476K - $511K
|
808K
$21.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-31.5K- 22.76% |
$594K - $639K
|
107K
$2.83M
|
|
|
Jul 31, 2023
Q2 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-31.7K- 9.98% |
$599K - $644K
|
286K
$7.59M
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-38.5K- 33.69% |
$727K - $781K
|
75.8K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-54.1K- 6.54% |
$1.02M - $1.1M
|
772K
$20.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-186K- 1.55% |
$3.52M - $3.78M
|
11.8M
$313M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-325K- 65.39% |
$6.14M - $6.6M
|
172K
$4.57M
|