Purchases and Sales Made in Q4 2024 in Granite Shares Gold Trust (BAR)
This table provides information about the institutional ownership of Granite Shares Gold Trust (BAR) during Q4 2024. 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 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
131+ 0.84% |
$3.31K - $3.6K
|
15.8K
$455K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
50+ 0.29% |
$1.27K - $1.38K
|
17.2K
$496K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
44+ 0.55% |
$1.11K - $1.21K
|
8.01K
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
35New |
$886 - $963
|
35
$1.01K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
15New |
$380 - $413
|
15
$432
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-52- 0.51% |
$1.32K - $1.43K
|
10.1K
$291K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-66- 0.44% |
$1.67K - $1.82K
|
15.1K
$434K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-80- 0.21% |
$2.02K - $2.2K
|
38.3K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-86- 2.02% |
$2.18K - $2.37K
|
4.17K
$120K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-156- 14.33% |
$3.95K - $4.29K
|
933
$26.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-167- 0.22% |
$4.23K - $4.59K
|
77.2K
$2.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-170- 0.98% |
$4.3K - $4.68K
|
17.1K
$492K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-259- 2.76% |
$6.55K - $7.13K
|
9.13K
$263K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-390- 7.6% |
$9.87K - $10.7K
|
4.74K
$137K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-411- 8.82% |
$10.4K - $11.3K
|
4.25K
$122K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-528- 3.15% |
$13.4K - $14.5K
|
16.2K
$467K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-544- 31.41% |
$13.8K - $15K
|
1.19K
$34.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-815- 8.5% |
$20.6K - $22.4K
|
8.77K
$252K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-898- 1.57% |
$22.7K - $24.7K
|
56.1K
$1.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-908- 2.64% |
$23K - $25K
|
33.5K
$964K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.04K- 6.02% |
$26.2K - $28.5K
|
16.2K
$466K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.37K- 2.91% |
$34.6K - $37.6K
|
45.6K
$1.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.49K- 1.45% |
$37.6K - $40.9K
|
101K
$2.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.5K- 8.4% |
$37.9K - $41.2K
|
16.3K
$470K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-2.06K- 1.37% |
$52.2K - $56.7K
|
148K
$4.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.46K- 21.7% |
$62.3K - $67.8K
|
8.89K
$256K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.72K- 10.83% |
$68.8K - $74.8K
|
22.4K
$644K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.78K- 0.59% |
$70.3K - $76.4K
|
466K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.47K- 5.36% |
$87.9K - $95.5K
|
61.3K
$1.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.67K- 13.07% |
$93K - $101K
|
24.4K
$704K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.78K- 1.1% |
$95.5K - $104K
|
340K
$9.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.88K- 14.61% |
$98.1K - $107K
|
22.7K
$652K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.96K- 5.87% |
$125K - $136K
|
79.5K
$2.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-6.12K- 16.58% |
$155K - $168K
|
30.8K
$886K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-6.54K- 11.08% |
$166K - $180K
|
52.5K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.54K- 10.31% |
$166K - $180K
|
56.9K
$1.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-8.07K- 9.78% |
$204K - $222K
|
74.4K
$2.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-9.63K- 24.16% |
$244K - $265K
|
30.2K
$870K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.94K- 3.6% |
$252K - $274K
|
266K
$7.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.2K- 21.7% |
$436K - $474K
|
62.1K
$1.79M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
SELL
|
- |
-27.7K- 18.12% |
$700K - $762K
|
125K
$3.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-35.5K- 7.77% |
$897K - $976K
|
421K
$12.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-71.1K- 2.25% |
$1.8M - $1.96M
|
3.09M
$89M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-130K- 3.27% |
$3.29M - $3.57M
|
3.85M
$111M
|