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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
32,066
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
31,632
shares
|
$1.04 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
30,159
shares
|
$991,627
0.09% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
29,410
shares
|
$967,000
0.34% of portfolio
|
Q1 2024
Added 15.63%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
27,493
shares
|
$903,969
0.4% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,957
shares
|
$820,586
0.0% of portfolio
|
Q3 2024
Reduced 19.2%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
24,851
shares
|
$817,100
0.01% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
24,459
shares
|
$804,211
0.02% of portfolio
|
Q2 2020
Added 32.72%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
23,217
shares
|
$763,374
0.29% of portfolio
|
Q1 2025
Reduced 24.59%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
21,234
shares
|
$698,173
0.01% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
20,171
shares
|
$663,222
0.0% of portfolio
|
Q1 2025
Added 60.27%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
18,352
shares
|
$603,413
0.03% of portfolio
|
Q1 2025
Reduced 7.13%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
18,310
shares
|
$602,032
0.11% of portfolio
|
Q1 2025
Reduced 10.22%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
17,783
shares
|
$584,705
0.04% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
17,764
shares
|
$584,080
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
17,505
shares
|
$575,564
0.12% of portfolio
|
Q2 2022
Added 74.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
17,105
shares
|
$562,412
0.01% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
16,237
shares
|
$533,872
0.04% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
16,066
shares
|
$528,250
0.34% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
16,001
shares
|
$526,112
0.24% of portfolio
|
Q4 2024
Added 31.74%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
15,812
shares
|
$519,898
0.06% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
15,440
shares
|
$507,667
0.0% of portfolio
|
Q1 2025
Reduced 31.01%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
14,938
shares
|
$491,161
0.01% of portfolio
|
Q4 2024
Added 17.98%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
14,512
shares
|
$477,154
0.02% of portfolio
|
Q1 2025
Added 65.51%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
14,094
shares
|
$463,410
0.0% of portfolio
|
Q1 2025
Reduced 13.68%
|