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 136 institutions that hold shares in the stock, with a total of 16.5 Million shares, which have been reported (via 13F filing form) to have a value of $430 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
29,410
shares
|
$768,189
0.34% of portfolio
|
Q1 2024
Added 15.63%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
28,696
shares
|
$749,539
0.38% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
28,118
shares
|
$734,442
0.01% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
26,530
shares
|
$692,963
0.01% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
26,493
shares
|
$691,997
0.07% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
25,569
shares
|
$667,862
0.14% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
25,099
shares
|
$655,585
0.0% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,957
shares
|
$651,876
0.0% of portfolio
|
Q3 2024
Reduced 19.2%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
24,459
shares
|
$638,869
0.02% of portfolio
|
Q2 2020
Added 32.72%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
20,395
shares
|
$532,717
0.09% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Jordan Park Group LLC
|
Nov 14, 2024 Q3 2024 |
20,289
shares
|
$529,948
0.04% of portfolio
|
Q3 2024
Reduced 46.68%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
19,762
shares
|
$516,183
0.03% of portfolio
|
Q3 2023
Reduced 1.1%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
19,035
shares
|
$497,194
0.03% of portfolio
|
Q3 2024
Reduced 81.26%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
17,825
shares
|
$465,589
0.0% of portfolio
|
Q3 2024
Reduced 16.43%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
17,764
shares
|
$463,995
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
17,623
shares
|
$460,312
0.04% of portfolio
|
Q4 2023
Reduced 0.58%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
17,505
shares
|
$457,230
0.12% of portfolio
|
Q2 2022
Added 74.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
17,275
shares
|
$451,223
0.01% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
17,223
shares
|
$449,864
0.02% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
17,167
shares
|
$448,402
0.32% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
17,167
shares
|
$448,402
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
16,766
shares
|
$437,927
0.0% of portfolio
|
Q3 2024
Added 45.56%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
15,681
shares
|
$409,587
0.06% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
15,146
shares
|
$395,613
0.23% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
14,459
shares
|
$377,669
0.15% of portfolio
|
Q3 2024
Added 53.02%
|