Purchases and Sales Made in Q4 2023 in Granite Shares Gold Trust (BAR)
This table provides information about the institutional ownership of Granite Shares Gold Trust (BAR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
242KNew |
$4.35M - $4.97M
|
242K
$6.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
184K+ 1593.64% |
$3.32M - $3.79M
|
196K
$5.2M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
177KNew |
$3.19M - $3.65M
|
177K
$4.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
165K+ 582.11% |
$2.98M - $3.4M
|
194K
$5.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
115KNew |
$2.07M - $2.36M
|
115K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
111K+ 21.04% |
$1.99M - $2.28M
|
638K
$16.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
BUY
|
- |
107K+ 0.93% |
$1.92M - $2.19M
|
11.6M
$307M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
79.6KNew |
$1.43M - $1.64M
|
79.6K
$2.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
78.9KNew |
$1.42M - $1.62M
|
78.9K
$2.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
32.8K+ 93.63% |
$590K - $673K
|
67.8K
$1.8M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
28.1K+ 33.22% |
$506K - $577K
|
113K
$2.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.2K+ 2.84% |
$436K - $498K
|
877K
$23.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
21.5KNew |
$388K - $443K
|
21.5K
$572K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
21K+ 20.81% |
$377K - $431K
|
122K
$3.23M
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
17.6K+ 6.02% |
$316K - $361K
|
309K
$8.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
17.5KNew |
$315K - $360K
|
17.5K
$465K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
16.8KNew |
$302K - $345K
|
16.8K
$445K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13KNew |
$235K - $268K
|
13K
$346K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
12.1KNew |
$218K - $249K
|
12.1K
$322K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
11.4KNew |
$205K - $235K
|
11.4K
$303K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.2K+ 19.89% |
$202K - $231K
|
67.8K
$1.8M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
10.5KNew |
$190K - $217K
|
10.5K
$280K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Guidance Group, Inc.
|
BUY
|
- |
9.48K+ 20.96% |
$171K - $195K
|
54.7K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
9.44K+ 1243.87% |
$170K - $194K
|
10.2K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9.25K+ 57.13% |
$166K - $190K
|
25.4K
$675K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.56K+ 12.51% |
$154K - $176K
|
77K
$2.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.01K+ 6.99% |
$72.3K - $82.5K
|
61.5K
$1.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
3.68K+ 5.02% |
$66.2K - $75.6K
|
77K
$2.04M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2.98KNew |
$53.6K - $61.2K
|
2.98K
$79K
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.42K+ 14.17% |
$43.6K - $49.7K
|
19.5K
$517K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.42K+ 5.61% |
$43.5K - $49.6K
|
45.5K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.31KNew |
$41.7K - $47.6K
|
2.31K
$61.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.26K+ 2.74% |
$40.7K - $46.4K
|
84.7K
$2.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.95K+ 1.66% |
$35.2K - $40.2K
|
119K
$3.17M
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
1.54K+ 1.01% |
$27.7K - $31.6K
|
154K
$4.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.52KNew |
$27.3K - $31.2K
|
1.52K
$40.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.36K+ 59.68% |
$24.5K - $28K
|
3.64K
$96.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.36K+ 3.76% |
$24.5K - $27.9K
|
37.5K
$995K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.13KNew |
$20.3K - $23.2K
|
1.13K
$30K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
950+ 7.46% |
$17.1K - $19.5K
|
13.7K
$363K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
375+ 3.36% |
$6.75K - $7.71K
|
11.5K
$306K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
362+ 35.42% |
$6.52K - $7.44K
|
1.38K
$36.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
323+ 4.54% |
$5.81K - $6.64K
|
7.44K
$197K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
255New |
$4.59K - $5.24K
|
255
$6.77K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
238+ 1.4% |
$4.28K - $4.89K
|
17.2K
$457K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
215+ 0.04% |
$3.87K - $4.42K
|
485K
$12.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
185+ 0.66% |
$3.33K - $3.8K
|
28.3K
$752K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
159New |
$2.86K - $3.27K
|
159
$4.22K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
58+ 0.21% |
$1.04K - $1.19K
|
27.6K
$733K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
55+ 1.09% |
$990 - $1.13K
|
5.09K
$135K
|