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 142 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 $553 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
8,687
shares
|
$287,974
0.1% of portfolio
|
Q4 2024
Added 12.53%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
7,863
shares
|
$260,658
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
7,475
shares
|
$247,796
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
7,338
shares
|
$243,254
0.05% of portfolio
|
Q1 2025
Reduced 17.7%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
7,206
shares
|
$238,878
0.0% of portfolio
|
Q1 2025
Added 42.89%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
7,052
shares
|
$233,773
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
7,030
shares
|
$233,044
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
6,878
shares
|
$228,005
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
6,753
shares
|
$223,861
0.0% of portfolio
|
Q1 2025
Reduced 78.03%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
6,715
shares
|
$222,602
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
6,630
shares
|
$219,784
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
6,065
shares
|
$201,054
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
5,539
shares
|
$183,617
0.0% of portfolio
|
Q1 2025
Reduced 9.4%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
5,502
shares
|
$182,391
0.07% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
4,926
shares
|
$163,296
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,744
shares
|
$157,263
0.0% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
3,087
shares
|
$102,334
0.02% of portfolio
|
Q1 2023
Reduced 59.59%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
2,817
shares
|
$93,383
0.0% of portfolio
|
Q1 2025
Added 85.82%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,722
shares
|
$90,234
0.0% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
2,548
shares
|
$84,466
0.0% of portfolio
|
Q1 2025
Added 343.13%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
1,517
shares
|
$50,288
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
1,500
shares
|
$49,725
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
1,317
shares
|
$43,658
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,246
shares
|
$41,304
0.0% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,232
shares
|
$40,840
0.0% of portfolio
|
Q1 2025
New holding
|