Purchases and Sales Made in Q3 2023 in Granite Shares Gold Trust (BAR)
This table provides information about the institutional ownership of Granite Shares Gold Trust (BAR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
33.1K+ 6.3% |
$605K - $648K
|
559K
$14.8M
|
|
|
Oct 30, 2023
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
25KNew |
$457K - $489K
|
25K
$664K
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
16.2KNew |
$296K - $317K
|
16.2K
$430K
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
15K+ 80.17% |
$274K - $294K
|
33.7K
$895K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.9K+ 74.09% |
$272K - $292K
|
35K
$929K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.5K+ 1.09% |
$265K - $284K
|
1.34M
$35.7M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
12.9KNew |
$236K - $253K
|
12.9K
$343K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.2KNew |
$223K - $239K
|
12.2K
$324K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.6KNew |
$211K - $226K
|
11.6K
$307K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.5KNew |
$174K - $186K
|
9.5K
$252K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.14K+ 47.39% |
$167K - $179K
|
28.4K
$754K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.76K+ 1.48% |
$105K - $113K
|
395K
$10.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Guidance Group, Inc.
|
BUY
|
- |
4.45K+ 10.92% |
$81.3K - $87.1K
|
45.2K
$1.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.9K+ 12.08% |
$71.2K - $76.3K
|
36.1K
$959K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
2.2KNew |
$40.2K - $43.1K
|
2.2K
$58.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.64K+ 4.29% |
$29.9K - $32.1K
|
39.8K
$1.06M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
886+ 651.47% |
$16.2K - $17.3K
|
1.02K
$27.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
590+ 84.53% |
$10.8K - $11.6K
|
1.29K
$34.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
570New |
$10.4K - $11.2K
|
570
$15.1K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
555New |
$10.1K - $10.9K
|
555
$14.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
554New |
$10.1K - $10.8K
|
554
$14.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
480+ 0.62% |
$8.77K - $9.4K
|
77.3K
$2.05M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
400+ 2.4% |
$7.31K - $7.83K
|
17.1K
$453K
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
386+ 2.36% |
$7.06K - $7.56K
|
16.7K
$444K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
362+ 18.85% |
$6.62K - $7.09K
|
2.28K
$60.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
353+ 86.95% |
$6.45K - $6.91K
|
759
$20.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
237+ 1.48% |
$4.33K - $4.64K
|
16.2K
$430K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
203+ 0.03% |
$3.71K - $3.97K
|
773K
$20.5M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
200+ 0.24% |
$3.66K - $3.92K
|
84.6K
$2.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
141New |
$2.58K - $2.76K
|
141
$3.74K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
115New |
$2.1K - $2.25K
|
115
$3.05K
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
100+ 0.53% |
$1.83K - $1.96K
|
19.1K
$507K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
70New |
$1.28K - $1.37K
|
70
$1.86K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
65+ 0.59% |
$1.19K - $1.27K
|
11.2K
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
55+ 0.2% |
$1.01K - $1.08K
|
28.1K
$747K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-14- 0.2% |
$256 - $274
|
6.83K
$181K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-159- 0.93% |
$2.91K - $3.11K
|
17K
$451K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-163- 1.37% |
$2.98K - $3.19K
|
11.7K
$312K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-219- 1.1% |
$4K - $4.29K
|
19.8K
$524K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-356Closed |
$6.51K - $6.97K
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-399- 1.43% |
$7.29K - $7.81K
|
27.5K
$731K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-588- 0.16% |
$10.7K - $11.5K
|
377K
$10M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-618- 0.9% |
$11.3K - $12.1K
|
68.4K
$1.82M
|
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-631- 1.93% |
$11.5K - $12.4K
|
32.1K
$853K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-660- 0.96% |
$12.1K - $12.9K
|
68K
$1.8M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-675- 5.83% |
$12.3K - $13.2K
|
10.9K
$289K
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-852- 7.32% |
$15.6K - $16.7K
|
10.8K
$286K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-862- 14.61% |
$15.8K - $16.9K
|
5.04K
$134K
|