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
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-956- 5.06% |
$17.5K - $18.7K
|
17.9K
$490K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.18K- 0.24% |
$21.6K - $23.1K
|
485K
$13.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.4K- 0.6% |
$25.6K - $27.5K
|
232K
$6.35M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.7K- 5.3% |
$31.1K - $33.3K
|
30.4K
$831K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.85K- 2.27% |
$33.8K - $36.2K
|
79.6K
$2.18M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.87K- 34.17% |
$34.2K - $36.7K
|
3.61K
$98.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-3.25K- 4.25% |
$59.4K - $63.6K
|
73.3K
$2M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.76K- 3.6% |
$68.8K - $73.7K
|
101K
$2.76M
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
SELL
|
- |
-3.93K- 1.33% |
$71.8K - $76.9K
|
292K
$7.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.79K- 40.25% |
$87.6K - $93.9K
|
7.12K
$195K
|
|
|
Nov 02, 2023
Q3 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-5.5K- 52.38% |
$101K - $108K
|
5K
$137K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.52K- 3.79% |
$119K - $128K
|
166K
$4.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.6K- 7.41% |
$121K - $129K
|
82.4K
$2.25M
|
|
|
May 21, 2024
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-7K- 21.88% |
$128K - $137K
|
25K
$684K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.91K- 38.31% |
$145K - $155K
|
12.7K
$348K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-11.4K- 20.73% |
$208K - $222K
|
43.4K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12K- 1.39% |
$220K - $235K
|
853K
$23.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.7K- 19.22% |
$250K - $268K
|
57.4K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-24K- 61.56% |
$438K - $469K
|
15K
$409K
|
|
|
Oct 12, 2023
Q3 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-24.1K- 13.64% |
$440K - $472K
|
153K
$4.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-26.3K- 59.72% |
$481K - $516K
|
17.8K
$486K
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-28.5K- 37.6% |
$521K - $558K
|
47.3K
$1.29M
|
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-30.6K- 72.66% |
$560K - $600K
|
11.5K
$315K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-36.7K- 6.51% |
$671K - $719K
|
527K
$14.4M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-38.1K- 79.4% |
$696K - $746K
|
9.88K
$270K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-45K- 11.03% |
$822K - $881K
|
363K
$9.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-51.2K- 6.34% |
$936K - $1M
|
756K
$20.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-61.7K- 34.42% |
$1.13M - $1.21M
|
118K
$3.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-88.7K- 85.06% |
$1.62M - $1.74M
|
15.6K
$426K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-99.5K- 46.48% |
$1.82M - $1.95M
|
115K
$3.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-106K- 68.49% |
$1.94M - $2.08M
|
48.9K
$1.34M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-110K- 71.91% |
$2.02M - $2.16M
|
43.1K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-150K- 3.62% |
$2.75M - $2.94M
|
4.01M
$110M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-250K- 71.32% |
$4.56M - $4.89M
|
100K
$2.74M
|
|
|
Nov 09, 2023
Q3 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-348K- 2.95% |
$6.37M - $6.82M
|
11.5M
$313M
|