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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
17.8KNew |
$394K - $426K
|
17.8K
$584K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
109New |
$2.42K - $2.61K
|
109
$3.58K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
8.73KNew |
$194K - $209K
|
8.73K
$287K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
353+ 3.15% |
$7.83K - $8.46K
|
11.6K
$380K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
42+ 0.82% |
$932 - $1.01K
|
5.13K
$169K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-13K- 27.79% |
$289K - $313K
|
33.9K
$1.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
366KNew |
$8.11M - $8.77M
|
366K
$12M
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
13New |
$256 - $285
|
13
$427
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.98K+ 15.63% |
$78.3K - $87.3K
|
29.4K
$967K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.55K+ 29.65% |
$69.9K - $78K
|
15.5K
$510K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.43K- 32.54% |
$87.3K - $97.3K
|
9.19K
$302K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-25.5K- 32.23% |
$502K - $560K
|
53.6K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
139K+ 164.47% |
$2.74M - $3.06M
|
224K
$7.36M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
409K+ 466.52% |
$8.05M - $8.98M
|
496K
$16.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
11.2KNew |
$221K - $246K
|
11.2K
$369K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15New |
$270 - $308
|
15
$493
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
255New |
$4.59K - $5.24K
|
255
$8.38K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.31KNew |
$41.7K - $47.6K
|
2.31K
$76.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
159New |
$2.86K - $3.27K
|
159
$5.23K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.52KNew |
$27.3K - $31.2K
|
1.52K
$49.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-15.7K- 48.92% |
$283K - $323K
|
16.4K
$540K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
11.4KNew |
$205K - $235K
|
11.4K
$375K
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-14K- 29.52% |
$251K - $287K
|
33.3K
$1.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-3K- 60.0% |
$54K - $61.7K
|
2K
$65.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
12.1KNew |
$218K - $249K
|
12.1K
$398K
|
|
|
Jan 18, 2024
Q4 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-605- 3.41% |
$10.9K - $12.4K
|
17.2K
$564K
|
|
| 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
$18.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
480+ 0.62% |
$8.77K - $9.4K
|
77.3K
$2.54M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
2.2KNew |
$40.2K - $43.1K
|
2.2K
$72.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-852- 7.32% |
$15.6K - $16.7K
|
10.8K
$355K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-14- 0.2% |
$256 - $274
|
6.83K
$224K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
70New |
$1.28K - $1.37K
|
70
$2.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
115New |
$2.1K - $2.25K
|
115
$3.78K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
2K+ 12.95% |
$37.8K - $40.6K
|
17.4K
$574K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.36K- 6.63% |
$25.7K - $27.7K
|
19.2K
$631K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
162+ 0.62% |
$3.06K - $3.29K
|
26.5K
$871K
|
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-7.02K- 31.05% |
$132K - $142K
|
15.6K
$512K
|
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-21.4K- 63.97% |
$404K - $434K
|
12.1K
$396K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
11+ 2.76% |
$208 - $223
|
410
$13.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-31.7K- 9.98% |
$599K - $644K
|
286K
$9.41M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
477New |
$9.01K - $9.68K
|
477
$15.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.32KNew |
$24.9K - $26.7K
|
1.32K
$43.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-31.5K- 22.76% |
$594K - $639K
|
107K
$3.51M
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-364- 2.42% |
$6.87K - $7.39K
|
14.7K
$482K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
50New |
$897 - $990
|
50
$1.64K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
873+ 5.27% |
$15.7K - $17.3K
|
17.5K
$574K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-605- 4.89% |
$10.9K - $12K
|
11.8K
$387K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
39New |
$700 - $772
|
39
$1.28K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
780KNew |
$14M - $15.4M
|
780K
$25.6M
|
|