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, 2021
Q2 2021
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-4.12MClosed |
$70.8M - $78.2M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.69K- 46.26% |
$29.1K - $32.1K
|
1.97K
$53.8K
|
|
|
Aug 09, 2021
Q2 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.65KClosed |
$62.6K - $69.2K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.7KClosed |
$29.2K - $32.3K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 18, 2021
Q1 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-88.9KClosed |
$1.48M - $1.72M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.65KClosed |
$77.7K - $90.2K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-12Closed |
$200 - $233
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-163Closed |
$2.72K - $3.16K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-24.1KClosed |
$402K - $467K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1Closed |
$16.7 - $19.4
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-5.83KClosed |
$97.4K - $113K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jul 24, 2024
Q4 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-14.7KClosed |
$261K - $286K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.66KClosed |
$29.3K - $32.2K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$21.2K - $23.3K
|
1.2K
$32.8K
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-163Closed |
$2.88K - $3.16K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.24MClosed |
$21.8M - $25.4M
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Canton Hathaway, LLC
|
SELL
|
- |
-460Closed |
$8.12K - $9.43K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Allworth Financial LP
|
BUY
|
- |
371New |
$6.55K - $7.61K
|
371
$10.1K
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.68KClosed |
$29.7K - $34.5K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.5K+ 32.72% |
$23.8K - $26.6K
|
6.08K
$166K
|
|
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-580Closed |
$9.19K - $10.3K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-500Closed |
$7.93K - $8.87K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-23KClosed |
$337K - $385K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-17.5KClosed |
$256K - $292K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.09KClosed |
$16K - $18.3K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-2.2KClosed |
$31.9K - $33.3K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-61.3KClosed |
$888K - $927K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Comerica Securities,Inc.
|
SELL
|
- |
-132KClosed |
$1.91M - $2M
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-21.7KClosed |
$315K - $329K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-338Closed |
$4.89K - $5.11K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Donoghue Forlines LLC
|
SELL
|
- |
-888KClosed |
$12.9M - $13.4M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
485New |
$6.69K - $7.51K
|
485
$13.3K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-15.7KClosed |
$199K - $223K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-6.79KClosed |
$88.9K - $92K
|
0
$0
|
|