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 |
---|---|---|---|---|---|---|---|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-13K- 27.79% |
$289K - $313K
|
33.9K
$919K
|
|
Jul 15, 2024
Q2 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-4.38K- 2.84% |
$97.2K - $105K
|
150K
$4.07M
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
366KNew |
$8.11M - $8.77M
|
366K
$9.91M
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-476- 85.92% |
$10.6K - $11.4K
|
78
$2.12K
|
|
Q1 2024 | |||||||
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22+ 1.76% |
$433 - $483
|
1.27K
$34.5K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
13New |
$256 - $285
|
13
$353
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 0.38% |
$197 - $220
|
2.65K
$71.9K
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.98K+ 15.63% |
$78.3K - $87.3K
|
29.4K
$798K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.55K+ 29.65% |
$69.9K - $78K
|
15.5K
$421K
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.43K- 32.54% |
$87.3K - $97.3K
|
9.19K
$249K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
139K+ 164.47% |
$2.74M - $3.06M
|
224K
$6.07M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-25.5K- 32.23% |
$502K - $560K
|
53.6K
$1.45M
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
8.85KNew |
$174K - $194K
|
8.85K
$240K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
409K+ 466.52% |
$8.05M - $8.98M
|
496K
$13.5M
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
450+ 4.34% |
$8.86K - $9.88K
|
10.8K
$294K
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
850+ 4.36% |
$16.7K - $18.7K
|
20.3K
$552K
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-982- 86.9% |
$19.3K - $21.6K
|
148
$4.01K
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
11.2KNew |
$221K - $246K
|
11.2K
$304K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
21.5KNew |
$388K - $443K
|
21.5K
$584K
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-102- 0.58% |
$1.84K - $2.1K
|
17.6K
$478K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15New |
$270 - $308
|
15
$407
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.31KNew |
$41.7K - $47.6K
|
2.31K
$62.8K
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
159New |
$2.86K - $3.27K
|
159
$4.31K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
255New |
$4.59K - $5.24K
|
255
$6.92K
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
17.5KNew |
$315K - $360K
|
17.5K
$475K
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-15.7K- 48.92% |
$283K - $323K
|
16.4K
$445K
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.52KNew |
$27.3K - $31.2K
|
1.52K
$41.1K
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
11.4KNew |
$205K - $235K
|
11.4K
$310K
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-14K- 29.52% |
$251K - $287K
|
33.3K
$904K
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-6.83K- 20.26% |
$123K - $140K
|
26.9K
$729K
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-3K- 60.0% |
$54K - $61.7K
|
2K
$54.2K
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
12.1KNew |
$218K - $249K
|
12.1K
$329K
|
|
Jan 18, 2024
Q4 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-605- 3.41% |
$10.9K - $12.4K
|
17.2K
$465K
|
|
Q3 2023 | |||||||
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-356Closed |
$6.51K - $6.97K
|
0
$0
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
555New |
$10.1K - $10.9K
|
555
$15.1K
|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
480+ 0.62% |
$8.77K - $9.4K
|
77.3K
$2.1M
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
141New |
$2.58K - $2.76K
|
141
$3.82K
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
2.2KNew |
$40.2K - $43.1K
|
2.2K
$59.7K
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-852- 7.32% |
$15.6K - $16.7K
|
10.8K
$293K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-14- 0.2% |
$256 - $274
|
6.83K
$185K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-219- 1.1% |
$4K - $4.29K
|
19.8K
$536K
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
70New |
$1.28K - $1.37K
|
70
$1.9K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
115New |
$2.1K - $2.25K
|
115
$3.12K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
2K+ 12.95% |
$37.8K - $40.6K
|
17.4K
$473K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.36K- 6.63% |
$25.7K - $27.7K
|
19.2K
$521K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
162+ 0.62% |
$3.06K - $3.29K
|
26.5K
$718K
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-7.02K- 31.05% |
$132K - $142K
|
15.6K
$423K
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-21.4K- 63.97% |
$404K - $434K
|
12.1K
$327K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
11+ 2.76% |
$208 - $223
|
410
$11.1K
|
|
Jul 31, 2023
Q2 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-31.7K- 9.98% |
$599K - $644K
|
286K
$7.76M
|