Latest Institutional Purchases of Granite Shares Gold Trust (BAR)
This list provides information on the latest institutional transactions involving Granite Shares Gold Trust (BAR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
325New |
$7.48K - $8.57K
|
325
$8.89K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
276New |
$6.35K - $7.28K
|
276
$7.55K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
221+ 0.27% |
$5.09K - $5.83K
|
80.7K
$2.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
134New |
$3.08K - $3.53K
|
134
$3.66K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
134+ 1.42% |
$3.08K - $3.53K
|
9.56K
$261K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
50+ 0.25% |
$1.15K - $1.32K
|
20.4K
$558K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
366KNew |
$8.11M - $8.77M
|
366K
$9.99M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
57.1KNew |
$1.27M - $1.37M
|
57.1K
$1.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
42.6KNew |
$945K - $1.02M
|
42.6K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.7KNew |
$415K - $449K
|
18.7K
$512K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
17.8KNew |
$394K - $426K
|
17.8K
$486K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
8.73KNew |
$194K - $209K
|
8.73K
$239K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
3.17K+ 697.36% |
$70.4K - $76.1K
|
3.63K
$99.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
353+ 3.15% |
$7.83K - $8.46K
|
11.6K
$316K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
109New |
$2.42K - $2.61K
|
109
$2.98K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
42+ 0.82% |
$932 - $1.01K
|
5.13K
$140K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
409K+ 466.52% |
$8.05M - $8.98M
|
496K
$13.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
139K+ 164.47% |
$2.74M - $3.06M
|
224K
$6.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
11.2KNew |
$221K - $246K
|
11.2K
$307K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
8.85KNew |
$174K - $194K
|
8.85K
$242K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.98K+ 15.63% |
$78.3K - $87.3K
|
29.4K
$804K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.55K+ 29.65% |
$69.9K - $78K
|
15.5K
$424K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
450+ 4.34% |
$8.86K - $9.88K
|
10.8K
$296K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22+ 1.76% |
$433 - $483
|
1.27K
$34.8K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
13New |
$256 - $285
|
13
$355
|
|
| Q4 2023 | |||||||
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
12.1KNew |
$218K - $249K
|
12.1K
$331K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
11.4KNew |
$205K - $235K
|
11.4K
$312K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.31KNew |
$41.7K - $47.6K
|
2.31K
$63.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.52KNew |
$27.3K - $31.2K
|
1.52K
$41.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
255New |
$4.59K - $5.24K
|
255
$6.97K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
159New |
$2.86K - $3.27K
|
159
$4.35K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15New |
$270 - $308
|
15
$410
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
2.2KNew |
$40.2K - $43.1K
|
2.2K
$60.1K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
555New |
$10.1K - $10.9K
|
555
$15.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
480+ 0.62% |
$8.77K - $9.4K
|
77.3K
$2.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
141New |
$2.58K - $2.76K
|
141
$3.85K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
115New |
$2.1K - $2.25K
|
115
$3.14K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
70New |
$1.28K - $1.37K
|
70
$1.91K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
2K+ 12.95% |
$37.8K - $40.6K
|
17.4K
$477K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.32KNew |
$24.9K - $26.7K
|
1.32K
$36K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
477New |
$9.01K - $9.68K
|
477
$13K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
162+ 0.62% |
$3.06K - $3.29K
|
26.5K
$724K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
11+ 2.76% |
$208 - $223
|
410
$11.2K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
780KNew |
$14M - $15.4M
|
780K
$21.3M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
119KNew |
$2.13M - $2.35M
|
119K
$3.25M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
92.4KNew |
$1.66M - $1.83M
|
92.4K
$2.53M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.59K+ 43.44% |
$82.3K - $90.8K
|
15.1K
$414K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
873+ 5.27% |
$15.7K - $17.3K
|
17.5K
$477K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
134New |
$2.4K - $2.65K
|
134
$3.66K
|
|