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 |
|---|---|---|---|---|---|
|
Patron Partners, LLC
|
Apr 24, 2025 Q1 2025 |
13,772
shares
|
$452,823
0.24% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
13,669
shares
|
$449,436
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
13,647
shares
|
$448,713
0.0% of portfolio
|
Q1 2025
Added 83.16%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
13,463
shares
|
$442,663
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
12,767
shares
|
$419,778
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
12,204
shares
|
$401,267
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
12,000
shares
|
$394,560
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
11,657
shares
|
$383,282
0.0% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
11,563
shares
|
$380,191
0.12% of portfolio
|
Q2 2024
Added 3.15%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
11,224
shares
|
$369,045
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
11,031
shares
|
$362,699
0.05% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
10,825
shares
|
$355,926
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
10,725
shares
|
$352,638
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
10,630
shares
|
$349,514
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
10,576
shares
|
$347,738
0.05% of portfolio
|
Q1 2025
Added 15.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,228
shares
|
$336,296
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
10,019
shares
|
$329,424
0.02% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
9,897
shares
|
$325,413
0.0% of portfolio
|
Q1 2025
Added 137.62%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
9,733
shares
|
$320,021
0.06% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Apr 30, 2025 Q1 2025 |
9,588
shares
|
$315,253
0.24% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
9,383
shares
|
$308,513
0.0% of portfolio
|
Q1 2025
Reduced 15.14%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
9,084
shares
|
$298,681
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
9,037
shares
|
$297,136
0.0% of portfolio
|
Q1 2025
Reduced 10.45%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
9,034
shares
|
$297,037
0.04% of portfolio
|
Q2 2025
Added 31.35%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
8,883
shares
|
$292,073
0.0% of portfolio
|
Q1 2025
Reduced 0.02%
|