Purchases and Sales Made in Q4 2022 in Granite Shares Gold Trust (BAR)
This table provides information about the institutional ownership of Granite Shares Gold Trust (BAR) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.03M+ 5895.22% |
$16.5M - $18.6M
|
1.05M
$27.7M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
856KNew |
$13.7M - $15.5M
|
856K
$22.7M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
300K+ 311.85% |
$4.82M - $5.42M
|
397K
$10.5M
|
|
Jan 17, 2023
Q4 2022
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
200KNew |
$3.21M - $3.61M
|
200K
$5.31M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
94.4K+ 529.72% |
$1.52M - $1.7M
|
112K
$2.98M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
85.9KNew |
$1.38M - $1.55M
|
85.9K
$2.28M
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
84.9K+ 2.16% |
$1.36M - $1.53M
|
4.01M
$106M
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
74.5K+ 23.06% |
$1.2M - $1.34M
|
398K
$10.6M
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
72.9KNew |
$1.17M - $1.32M
|
72.9K
$1.93M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
58.6K+ 36.0% |
$941K - $1.06M
|
221K
$5.88M
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
57.2KNew |
$919K - $1.03M
|
57.2K
$1.52M
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
56.6KNew |
$909K - $1.02M
|
56.6K
$1.5M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
37.4K+ 11.31% |
$601K - $675K
|
368K
$9.77M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.6K+ 4.82% |
$587K - $660K
|
795K
$21.1M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
36.3K+ 100.89% |
$582K - $654K
|
72.2K
$1.92M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
35.3K+ 174.22% |
$567K - $637K
|
55.5K
$1.47M
|
|
Feb 13, 2023
Q4 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
25.1K+ 13.6% |
$403K - $453K
|
209K
$5.56M
|
|
Aug 18, 2023
Q4 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
24K+ 73.22% |
$385K - $433K
|
56.7K
$1.51M
|
|
Feb 09, 2023
Q4 2022
|
Imc Chicago, LLC
|
BUY
|
- |
23.1KNew |
$370K - $416K
|
23.1K
$612K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.7K+ 5.35% |
$348K - $392K
|
427K
$11.3M
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
20.1K+ 7.58% |
$322K - $362K
|
285K
$7.56M
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.4KNew |
$279K - $314K
|
17.4K
$462K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.6K+ 4.84% |
$251K - $282K
|
339K
$8.99M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15K+ 3.18% |
$241K - $270K
|
485K
$12.9M
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
12.8KNew |
$205K - $230K
|
12.8K
$339K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.6KNew |
$187K - $210K
|
11.6K
$309K
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11KNew |
$177K - $199K
|
11K
$293K
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
10.6KNew |
$170K - $191K
|
10.6K
$281K
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.98K+ 17.53% |
$96K - $108K
|
40.1K
$1.06M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.27KNew |
$84.7K - $95.1K
|
5.27K
$140K
|
|
Jan 27, 2023
Q4 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
5.21K+ 23.61% |
$83.7K - $94.1K
|
27.3K
$724K
|
|
Feb 06, 2023
Q4 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.18K+ 13.88% |
$35K - $39.3K
|
17.9K
$475K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.94KNew |
$31.2K - $35.1K
|
1.94K
$51.6K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.77KNew |
$28.5K - $32K
|
1.77K
$47.1K
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.73K+ 7.3% |
$27.7K - $31.1K
|
25.4K
$673K
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.48K+ 16.24% |
$23.7K - $26.6K
|
10.6K
$280K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.11K+ 6.02% |
$17.8K - $20.1K
|
19.6K
$519K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
934New |
$15K - $16.9K
|
934
$24.8K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
890New |
$14.3K - $16.1K
|
890
$23.6K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
875New |
$14.1K - $15.8K
|
875
$23.2K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
800New |
$12.8K - $14.4K
|
800
$21.2K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
694New |
$11.1K - $12.5K
|
694
$18.4K
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
657+ 2.67% |
$10.6K - $11.9K
|
25.3K
$670K
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
591+ 4.04% |
$9.49K - $10.7K
|
15.2K
$404K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
490+ 12.4% |
$7.87K - $8.84K
|
4.44K
$118K
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
333+ 1.94% |
$5.35K - $6.01K
|
17.5K
$464K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
270+ 1.61% |
$4.34K - $4.87K
|
17K
$451K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
200New |
$3.21K - $3.61K
|
200
$5.31K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
50New |
$803 - $903
|
50
$1.33K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|