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 |
---|---|---|---|---|---|---|---|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
48+ 0.13% |
$1.06K - $1.15K
|
38K
$1.03M
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
42+ 0.82% |
$932 - $1.01K
|
5.13K
$139K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
409K+ 466.52% |
$8.05M - $8.98M
|
496K
$13.5M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
139K+ 164.47% |
$2.74M - $3.06M
|
224K
$6.07M
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
11.2KNew |
$221K - $246K
|
11.2K
$304K
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
8.85KNew |
$174K - $194K
|
8.85K
$240K
|
|
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 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
850+ 4.36% |
$16.7K - $18.7K
|
20.3K
$552K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
450+ 4.34% |
$8.86K - $9.88K
|
10.8K
$294K
|
|
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
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
21.5KNew |
$388K - $443K
|
21.5K
$584K
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
17.5KNew |
$315K - $360K
|
17.5K
$475K
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
12.1KNew |
$218K - $249K
|
12.1K
$329K
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
11.4KNew |
$205K - $235K
|
11.4K
$310K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.31KNew |
$41.7K - $47.6K
|
2.31K
$62.8K
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.52KNew |
$27.3K - $31.2K
|
1.52K
$41.1K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
255New |
$4.59K - $5.24K
|
255
$6.92K
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
159New |
$2.86K - $3.27K
|
159
$4.31K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15New |
$270 - $308
|
15
$407
|
|
Q3 2023 | |||||||
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
2.2KNew |
$40.2K - $43.1K
|
2.2K
$59.7K
|
|
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 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
115New |
$2.1K - $2.25K
|
115
$3.12K
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
70New |
$1.28K - $1.37K
|
70
$1.9K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
2K+ 12.95% |
$37.8K - $40.6K
|
17.4K
$473K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.32KNew |
$24.9K - $26.7K
|
1.32K
$35.7K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
477New |
$9.01K - $9.68K
|
477
$12.9K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
162+ 0.62% |
$3.06K - $3.29K
|
26.5K
$718K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
11+ 2.76% |
$208 - $223
|
410
$11.1K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
780KNew |
$14M - $15.4M
|
780K
$21.2M
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
119KNew |
$2.13M - $2.35M
|
119K
$3.22M
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
92.4KNew |
$1.66M - $1.83M
|
92.4K
$2.51M
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.59K+ 43.44% |
$82.3K - $90.8K
|
15.1K
$411K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
873+ 5.27% |
$15.7K - $17.3K
|
17.5K
$473K
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
134New |
$2.4K - $2.65K
|
134
$3.63K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
60New |
$1.08K - $1.19K
|
60
$1.63K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
50New |
$897 - $990
|
50
$1.36K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
39New |
$700 - $772
|
39
$1.06K
|
|
Q4 2022 | |||||||
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
12.8KNew |
$205K - $230K
|
12.8K
$346K
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
10.6KNew |
$170K - $191K
|
10.6K
$287K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.94KNew |
$31.2K - $35.1K
|
1.94K
$52.7K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
934New |
$15K - $16.9K
|
934
$25.3K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
890New |
$14.3K - $16.1K
|
890
$24.1K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
875New |
$14.1K - $15.8K
|
875
$23.7K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
800New |
$12.8K - $14.4K
|
800
$21.7K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
200New |
$3.21K - $3.61K
|
200
$5.42K
|