Institutional Ownership Granite Shares Gold Trust (BAR)
This table provides information about the institutional ownership of Granite Shares Gold Trust (BAR). We have compiled data on the 143 institutions that hold shares in the stock, with a total of 17 Million shares, which have been reported (via 13F filing form) to have a value of $558 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
119,837
shares
|
$3.94 Million
0.01% of portfolio
|
Q1 2025
Added 3.43%
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Apr 15, 2025 Q1 2025 |
119,563
shares
|
$3.93 Million
0.5% of portfolio
|
Q1 2025
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
113,792
shares
|
$3.74 Million
0.03% of portfolio
|
Q1 2025
Added 12.43%
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
107,384
shares
|
$3.53 Million
0.86% of portfolio
|
Q1 2025
Added 56.03%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
103,276
shares
|
$3.4 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
99,075
shares
|
$3.26 Million
0.0% of portfolio
|
Q1 2025
Added 61.62%
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
96,526
shares
|
$3.17 Million
2.68% of portfolio
|
Q1 2025
Added 9.65%
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
79,237
shares
|
$2.61 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
78,254
shares
|
$2.57 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.25%
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
77,820
shares
|
$2.56 Million
0.93% of portfolio
|
Q2 2025
Added 4.31%
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
77,163
shares
|
$2.54 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
Cherry Creek Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
76,094
shares
|
$2.5 Million
1.25% of portfolio
|
Q1 2025
Added 2.23%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
75,105
shares
|
$2.47 Million
0.0% of portfolio
|
Q1 2025
Added 315.89%
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
71,069
shares
|
$2.34 Million
0.45% of portfolio
|
Q1 2025
Reduced 23.56%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
60,450
shares
|
$1.99 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
55,955
shares
|
$1.84 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
54,161
shares
|
$1.78 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
51,141
shares
|
$1.68 Million
0.96% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
45,585
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
45,365
shares
|
$1.49 Million
0.2% of portfolio
|
Q2 2025
Added 13.37%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
44,750
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2025
Added 19.07%
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
41,122
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 67.53%
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
37,071
shares
|
$1.22 Million
0.63% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
34,688
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
33,384
shares
|
$1.1 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.32%
|