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 |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.14K+ 0.17% |
$29.6K - $35.1K
|
681K
$22.4M
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.72K+ 0.56% |
$70.8K - $83.9K
|
486K
$16M
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-1.18K- 3.09% |
$30.8K - $36.5K
|
37.1K
$1.22M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-231- 0.29% |
$6.01K - $7.12K
|
79.2K
$2.61M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23K+ 6.77% |
$599K - $711K
|
363K
$12M
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-21.9K- 23.56% |
$570K - $675K
|
71.1K
$2.34M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.42K- 6.27% |
$36.9K - $43.8K
|
21.2K
$698K
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.2K- 4.19% |
$31.3K - $37.1K
|
27.5K
$904K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.94K- 31.01% |
$181K - $214K
|
15.4K
$508K
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-3.53K- 2.82% |
$91.8K - $109K
|
122K
$4M
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-7.57K- 24.59% |
$197K - $233K
|
23.2K
$763K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-1.41K- 7.13% |
$36.7K - $43.5K
|
18.4K
$603K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.7KNew |
$356K - $422K
|
13.7K
$449K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
67+ 0.67% |
$1.74K - $2.07K
|
10K
$329K
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.48KNew |
$194K - $231K
|
7.48K
$246K
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-278- 4.81% |
$7.23K - $8.57K
|
5.5K
$181K
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
463+ 5.07% |
$12K - $14.3K
|
9.59K
$315K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-174- 1.47% |
$4.53K - $5.37K
|
11.7K
$383K
|
|
Apr 29, 2025
Q1 2025
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
188+ 0.08% |
$4.89K - $5.8K
|
233K
$7.67M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.38K+ 0.4% |
$87.8K - $104K
|
844K
$27.8M
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-156K- 5.03% |
$4.05M - $4.8M
|
2.94M
$96.5M
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
17.7K+ 14.16% |
$460K - $546K
|
143K
$4.69M
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-43K- 13.78% |
$1.12M - $1.33M
|
269K
$8.84M
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
50+ 0.31% |
$1.3K - $1.54K
|
16.2K
$534K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.99K- 3.54% |
$51.7K - $61.3K
|
54.2K
$1.78M
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-1.31K- 8.67% |
$34K - $40.3K
|
13.8K
$453K
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.09K- 10.22% |
$54.2K - $64.3K
|
18.3K
$602K
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.38K- 2.63% |
$35.9K - $42.6K
|
51.1K
$1.68M
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1.66K+ 2.23% |
$43.2K - $51.2K
|
76.1K
$2.5M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.17K+ 19.07% |
$186K - $221K
|
44.8K
$1.47M
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
1.72K+ 1.16% |
$44.8K - $53.2K
|
150K
$4.92M
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
6.63KNew |
$172K - $204K
|
6.63K
$218K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.73K+ 137.62% |
$149K - $177K
|
9.9K
$325K
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
8.49K+ 9.65% |
$221K - $262K
|
96.5K
$3.17M
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
13.5KNew |
$350K - $415K
|
13.5K
$443K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.97K+ 343.13% |
$51.3K - $60.8K
|
2.55K
$83.8K
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-575- 9.4% |
$15K - $17.7K
|
5.54K
$182K
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
5.45K+ 1.88% |
$142K - $168K
|
295K
$9.69M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.23K- 13.68% |
$58.1K - $68.9K
|
14.1K
$463K
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
38.6K+ 56.03% |
$1M - $1.19M
|
107K
$3.53M
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
363+ 3.4% |
$9.44K - $11.2K
|
11K
$363K
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
120KNew |
$3.11M - $3.69M
|
120K
$3.93M
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
172+ 1.8% |
$4.47K - $5.3K
|
9.73K
$320K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.3K+ 85.82% |
$33.8K - $40.1K
|
2.82K
$92.6K
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.5KNew |
$39K - $46.3K
|
1.5K
$49.3K
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-4.22K- 1.04% |
$110K - $130K
|
402K
$13.2M
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
6.72KNew |
$175K - $207K
|
6.72K
$221K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-66.9K- 45.41% |
$1.69M - $1.84M
|
80.4K
$2.64M
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
10.8KNew |
$274K - $298K
|
10.8K
$356K
|
|
Apr 11, 2025
Q4 2024
|
Clg LLC
Long Beach, CA |
BUY
|
- |
12KNew |
$304K - $330K
|
12K
$395K
|