Latest Institutional Transactions on Granite Shares Gold Trust (BAR)
This table provides information on the latest institutional transactions involving Granite Shares Gold Trust (BAR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-390- 7.6% |
$9.87K - $10.7K
|
4.74K
$133K
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-71.1K- 2.25% |
$1.8M - $1.96M
|
3.09M
$86.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-898- 1.57% |
$22.7K - $24.7K
|
56.1K
$1.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
222+ 1.91% |
$5.62K - $6.11K
|
11.8K
$332K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.37K- 2.91% |
$34.6K - $37.6K
|
45.6K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-544- 31.41% |
$13.8K - $15K
|
1.19K
$33.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-6.12K- 16.58% |
$155K - $168K
|
30.8K
$865K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-908- 2.64% |
$23K - $25K
|
33.5K
$941K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.72K- 10.83% |
$68.8K - $74.8K
|
22.4K
$629K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
594+ 0.68% |
$15K - $16.3K
|
88K
$2.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-9.63K- 24.16% |
$244K - $265K
|
30.2K
$849K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-170- 0.98% |
$4.3K - $4.68K
|
17.1K
$480K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-86- 2.02% |
$2.18K - $2.37K
|
4.17K
$117K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.04K- 6.02% |
$26.2K - $28.5K
|
16.2K
$455K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
730+ 14.46% |
$18.5K - $20.1K
|
5.78K
$162K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
25KNew |
$633K - $688K
|
25K
$703K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-6.54K- 11.08% |
$166K - $180K
|
52.5K
$1.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.08KNew |
$230K - $250K
|
9.08K
$255K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.28K+ 17.98% |
$57.6K - $62.6K
|
14.9K
$420K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5.81K+ 1.22% |
$147K - $160K
|
483K
$13.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
66.3KNew |
$1.68M - $1.82M
|
66.3K
$1.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
44+ 0.55% |
$1.11K - $1.21K
|
8.01K
$225K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-80- 0.21% |
$2.02K - $2.2K
|
38.3K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-66- 0.44% |
$1.67K - $1.82K
|
15.1K
$424K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
184K+ 173.35% |
$4.64M - $5.05M
|
289K
$8.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-156- 14.33% |
$3.95K - $4.29K
|
933
$26.2K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.35K+ 8.08% |
$237K - $257K
|
125K
$3.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
967+ 12.53% |
$24.5K - $26.6K
|
8.69K
$244K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-259- 2.76% |
$6.55K - $7.13K
|
9.13K
$256K
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
156K+ 100.0% |
$3.95M - $4.29M
|
312K
$8.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
3.86K+ 31.74% |
$97.5K - $106K
|
16K
$449K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-8.07K- 9.78% |
$204K - $222K
|
74.4K
$2.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.11KNew |
$155K - $168K
|
6.11K
$172K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
542New |
$13.7K - $14.9K
|
542
$15.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.5K- 8.4% |
$37.9K - $41.2K
|
16.3K
$459K
|
|
|
Jan 15, 2025
Q4 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
24K+ 11.45% |
$606K - $659K
|
233K
$6.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
494New |
$12.5K - $13.6K
|
494
$13.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
39.4K+ 10.74% |
$998K - $1.08M
|
407K
$11.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
4.5K+ 12.8% |
$114K - $124K
|
39.7K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
68.8KNew |
$1.74M - $1.89M
|
68.8K
$1.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-2.06K- 1.37% |
$52.2K - $56.7K
|
148K
$4.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
50+ 0.29% |
$1.27K - $1.38K
|
17.2K
$484K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-167- 0.22% |
$4.23K - $4.59K
|
77.2K
$2.17M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-105K- 64.96% |
$2.41M - $2.76M
|
56.5K
$1.59M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-82.5K- 81.26% |
$1.9M - $2.18M
|
19K
$535K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
325New |
$7.48K - $8.57K
|
325
$9.13K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.91K- 3.34% |
$159K - $182K
|
200K
$5.62M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.4K+ 67.77% |
$284K - $326K
|
30.6K
$860K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
221+ 0.27% |
$5.09K - $5.83K
|
80.7K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.94K+ 2.95% |
$67.7K - $77.6K
|
103K
$2.88M
|
|