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 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-761- 1.95% |
$13.7K - $15.1K
|
38.2K
$1.26M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
60New |
$1.08K - $1.19K
|
60
$1.97K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
134New |
$2.4K - $2.65K
|
134
$4.41K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-778- 5.82% |
$14K - $15.4K
|
12.6K
$414K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4.55K- 59.59% |
$81.7K - $90.1K
|
3.09K
$102K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
119KNew |
$2.13M - $2.35M
|
119K
$3.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.59K+ 43.44% |
$82.3K - $90.8K
|
15.1K
$498K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
12.8KNew |
$205K - $230K
|
12.8K
$420K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
800New |
$12.8K - $14.4K
|
800
$26.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
934New |
$15K - $16.9K
|
934
$30.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
200New |
$3.21K - $3.61K
|
200
$6.58K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.94KNew |
$31.2K - $35.1K
|
1.94K
$63.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
875New |
$14.1K - $15.8K
|
875
$28.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
890New |
$14.3K - $16.1K
|
890
$29.3K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-110- 1.08% |
$1.77K - $1.99K
|
10.1K
$332K
|
|
| Q3 2022 | |||||||
|
Aug 21, 2023
Q3 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
8.43K+ 569.35% |
$136K - $151K
|
9.91K
$326K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
315+ 0.7% |
$5.07K - $5.64K
|
45.2K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.7KNew |
$204K - $227K
|
12.7K
$417K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
157+ 1.25% |
$2.53K - $2.81K
|
12.7K
$418K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
8.1K+ 73.94% |
$130K - $145K
|
19.1K
$627K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
SELL
|
- |
-12.9KClosed |
$208K - $231K
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
100New |
$1.61K - $1.79K
|
100
$3.29K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-11.9KClosed |
$213K - $234K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-7.65KClosed |
$137K - $150K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-11K- 1.81% |
$197K - $215K
|
597K
$19.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
500New |
$8.96K - $9.81K
|
500
$16.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.46KNew |
$26.2K - $28.7K
|
1.46K
$48.1K
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
49New |
$878 - $961
|
49
$1.61K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-267Closed |
$4.78K - $5.24K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
702KNew |
$12.6M - $13.8M
|
702K
$23.1M
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
464New |
$8.31K - $9.1K
|
464
$15.3K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-677Closed |
$12.1K - $13.3K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
265New |
$4.75K - $5.2K
|
265
$8.71K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.03KClosed |
$36.4K - $39.8K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
7.45K+ 74.09% |
$133K - $146K
|
17.5K
$576K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
131New |
$2.35K - $2.57K
|
131
$4.31K
|
|
| Q1 2022 | |||||||
|
Nov 14, 2023
Q1 2022
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-1.72MClosed |
$30.5M - $35M
|
0
$0
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
794New |
$14.1K - $16.2K
|
794
$26.1K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
838New |
$14.9K - $17.1K
|
838
$27.6K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-100Closed |
$1.77K - $2.04K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-77.2KClosed |
$1.37M - $1.57M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-331Closed |
$5.87K - $6.74K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-17.2KClosed |
$306K - $351K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-118KClosed |
$2.09M - $2.39M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-100Closed |
$1.77K - $2.04K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
165New |
$2.93K - $3.36K
|
165
$5.43K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-57Closed |
$1.01K - $1.16K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6.04K+ 1484.77% |
$105K - $112K
|
6.45K
$212K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-500- 57.41% |
$8.71K - $9.27K
|
371
$12.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-18.3KClosed |
$319K - $339K
|
0
$0
|
|