Purchases and Sales Made in Q2 2025 in Granite Shares Gold Trust (BAR)
This table provides information about the institutional ownership of Granite Shares Gold Trust (BAR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
199KNew |
$5.83M - $6.73M
|
199K
$6.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
41.9KNew |
$1.23M - $1.42M
|
41.9K
$1.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
16.9KNew |
$496K - $573K
|
16.9K
$564K
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
BUY
|
- |
13.1K+ 12.23% |
$385K - $445K
|
121K
$4.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
10.6KNew |
$312K - $360K
|
10.6K
$354K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
10.6KNew |
$311K - $359K
|
10.6K
$354K
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
10.5KNew |
$308K - $355K
|
10.5K
$350K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.14K+ 5.0% |
$209K - $242K
|
150K
$4.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
5.35K+ 13.37% |
$157K - $181K
|
45.4K
$1.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
5.32K+ 22.91% |
$156K - $180K
|
28.5K
$951K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.21K+ 4.31% |
$94.3K - $109K
|
77.8K
$2.59M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.25K+ 23.49% |
$66.1K - $76.3K
|
11.8K
$395K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.16K+ 31.35% |
$63.3K - $73K
|
9.03K
$301K
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
1.56K+ 1.04% |
$45.6K - $52.7K
|
151K
$5.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1.13K+ 1.49% |
$33.3K - $38.4K
|
77.2K
$2.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
600+ 0.62% |
$17.6K - $20.3K
|
97.1K
$3.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
333+ 7.02% |
$9.77K - $11.3K
|
5.08K
$169K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
318+ 11.29% |
$9.33K - $10.8K
|
3.14K
$104K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
275+ 3.68% |
$8.07K - $9.31K
|
7.75K
$258K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
247+ 112.79% |
$7.25K - $8.37K
|
466
$15.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
209+ 3.11% |
$6.13K - $7.08K
|
6.92K
$231K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
159+ 2.4% |
$4.67K - $5.39K
|
6.79K
$226K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
124+ 1.25% |
$3.64K - $4.2K
|
10K
$334K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
115New |
$3.37K - $3.9K
|
115
$3.83K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
44+ 0.18% |
$1.29K - $1.49K
|
24.9K
$830K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-65- 0.15% |
$1.91K - $2.2K
|
44.7K
$1.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-430- 3.69% |
$12.6K - $14.6K
|
11.2K
$374K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-555- 2.61% |
$16.3K - $18.8K
|
20.7K
$689K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-602- 4.15% |
$17.7K - $20.4K
|
13.9K
$464K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-610- 3.76% |
$17.9K - $20.7K
|
15.6K
$521K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-948- 6.88% |
$27.8K - $32.1K
|
12.8K
$427K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-985- 5.38% |
$28.9K - $33.4K
|
17.3K
$577K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.01K- 5.93% |
$29.7K - $34.3K
|
16.1K
$535K
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-1.16K- 3.13% |
$34K - $39.3K
|
35.9K
$1.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.2K- 1.0% |
$35.2K - $40.7K
|
119K
$3.95M
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
SELL
|
- |
-1.83K- 1.5% |
$53.5K - $61.8K
|
120K
$3.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.63K- 18.64% |
$77.1K - $89K
|
11.5K
$382K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-12K- 15.18% |
$353K - $407K
|
67.2K
$2.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-21.6K- 42.31% |
$635K - $733K
|
29.5K
$983K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-25K- 8.48% |
$734K - $847K
|
270K
$8.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-46K- 9.47% |
$1.35M - $1.56M
|
440K
$14.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-76.9K- 9.1% |
$2.26M - $2.6M
|
767K
$25.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-232K- 7.92% |
$6.82M - $7.87M
|
2.7M
$90.1M
|