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 |
|---|---|---|---|---|---|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
12,767
shares
|
$333,474
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
12,661
shares
|
$330,705
0.0% of portfolio
|
Q3 2024
Added 16.95%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
12,204
shares
|
$318,768
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
12,146
shares
|
$317,253
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
12,116
shares
|
$316,469
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
11,609
shares
|
$303,227
0.0% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
11,563
shares
|
$302,025
0.11% of portfolio
|
Q2 2024
Added 3.15%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
11,348
shares
|
$296,409
0.0% of portfolio
|
Q3 2024
Added 23.32%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
11,268
shares
|
$294,320
0.0% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
11,224
shares
|
$293,170
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,825
shares
|
$282,749
0.02% of portfolio
|
Q1 2024
Added 4.34%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
10,725
shares
|
$280,137
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
10,668
shares
|
$278,648
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,228
shares
|
$267,155
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,224
shares
|
$267,050
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
10,144
shares
|
$264,961
0.0% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
9,952
shares
|
$259,946
0.01% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
9,583
shares
|
$250,307
0.01% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
9,561
shares
|
$249,733
0.06% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
9,384
shares
|
$245,110
0.2% of portfolio
|
Q3 2024
Reduced 19.59%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
9,176
shares
|
$239,677
0.04% of portfolio
|
Q2 2024
Reduced 5.17%
|
|
|
Financial Strategies Group, Inc.
|
Oct 31, 2024 Q3 2024 |
8,916
shares
|
$232,885
0.05% of portfolio
|
Q2 2024
Reduced 15.59%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
8,725
shares
|
$227,897
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
8,695
shares
|
$227,113
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
8,072
shares
|
$210,840
0.02% of portfolio
|
Q3 2024
New holding
|