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 |
|---|---|---|---|---|---|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
7,962
shares
|
$207,967
0.02% of portfolio
|
Q3 2024
Reduced 18.84%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
7,863
shares
|
$205,381
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
7,720
shares
|
$201,646
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
5,134
shares
|
$134,100
0.04% of portfolio
|
Q2 2024
Added 0.82%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
5,086
shares
|
$132,846
0.0% of portfolio
|
Q2 2024
Reduced 13.24%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
5,050
shares
|
$131,906
0.05% of portfolio
|
Q3 2024
Added 322.95%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
4,921
shares
|
$128,536
0.0% of portfolio
|
Q3 2024
Reduced 33.42%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
4,662
shares
|
$121,771
0.0% of portfolio
|
Q3 2024
Added 142.81%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
3,087
shares
|
$80,632
0.02% of portfolio
|
Q1 2023
Reduced 59.59%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,889
shares
|
$75,460
0.0% of portfolio
|
Q3 2024
Added 83.9%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,642
shares
|
$69,009
0.0% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
1,732
shares
|
$45,239
0.0% of portfolio
|
Q3 2024
Reduced 47.08%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
1,517
shares
|
$39,624
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
1,317
shares
|
$34,400
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,251
shares
|
$32,676
0.0% of portfolio
|
Q1 2024
Added 1.76%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,134
shares
|
$29,620
0.0% of portfolio
|
Q3 2024
Reduced 26.93%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,089
shares
|
$28,444
0.0% of portfolio
|
Q3 2024
Reduced 19.87%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
890
shares
|
$23,246
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
800
shares
|
$20,896
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
794
shares
|
$20,739
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
575
shares
|
$15,019
0.0% of portfolio
|
Q3 2022
Reduced 15.81%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
541
shares
|
$14,130
0.0% of portfolio
|
Q3 2024
Reduced 31.69%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 05, 2024 Q3 2024 |
485
shares
|
$12,668
0.01% of portfolio
|
Q3 2019
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
484
shares
|
$12,642
0.0% of portfolio
|
Q3 2024
Reduced 96.73%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
464
shares
|
$12,119
0.01% of portfolio
|
Q2 2022
New holding
|