Purchases and Sales Made in Q1 2023 in Granite Shares Gold Trust (BAR)
This table provides information about the institutional ownership of Granite Shares Gold Trust (BAR) during Q1 2023. The information is specifically focused on institutions that hold shares of GraniteShares Gold Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
780KNew |
$14M - $15.4M
|
780K
$21.2M
|
|
|
May 11, 2023
Q1 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
623K+ 297.7% |
$11.2M - $12.3M
|
833K
$22.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
138KNew |
$2.48M - $2.74M
|
138K
$3.75M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
132K+ 2.34% |
$2.37M - $2.61M
|
5.76M
$156M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
119KNew |
$2.13M - $2.35M
|
119K
$3.22M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
92.4KNew |
$1.66M - $1.83M
|
92.4K
$2.51M
|
|
|
May 12, 2023
Q1 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
83.6K+ 2.08% |
$1.5M - $1.66M
|
4.1M
$111M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
71.3KNew |
$1.28M - $1.41M
|
71.3K
$1.93M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
56.8K+ 7.15% |
$1.02M - $1.12M
|
852K
$23.1M
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
52.2KNew |
$936K - $1.03M
|
52.2K
$1.41M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.8K+ 10.96% |
$839K - $926K
|
474K
$12.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
37.7KNew |
$675K - $745K
|
37.7K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.9K+ 83.03% |
$572K - $631K
|
70.3K
$1.91M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
28.6KNew |
$514K - $566K
|
28.6K
$776K
|
|
|
Apr 06, 2023
Q1 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
28.1K+ 19.7% |
$503K - $555K
|
170K
$4.62M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
20.5KNew |
$369K - $407K
|
20.5K
$557K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17KNew |
$306K - $337K
|
17K
$462K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.9K+ 7.65% |
$304K - $335K
|
238K
$6.46M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16K+ 81.9% |
$287K - $317K
|
35.6K
$965K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
15.4K+ 3.88% |
$277K - $305K
|
413K
$11.2M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
15KNew |
$270K - $297K
|
15K
$408K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
10.5KNew |
$188K - $208K
|
10.5K
$285K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.25K+ 79.6% |
$166K - $183K
|
20.9K
$566K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.15K+ 11.28% |
$146K - $161K
|
80.3K
$2.18M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.28K+ 1.5% |
$131K - $144K
|
493K
$13.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5.9KNew |
$106K - $117K
|
5.9K
$160K
|
|
|
Apr 18, 2023
Q1 2023
|
Financial Guidance Group, Inc.
|
BUY
|
- |
5.6K+ 20.52% |
$100K - $111K
|
32.9K
$892K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.59K+ 43.44% |
$82.3K - $90.8K
|
15.1K
$411K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.6K+ 11.45% |
$64.6K - $71.2K
|
35.1K
$951K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.31K+ 34.54% |
$59.4K - $65.5K
|
12.9K
$350K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.16K+ 71.19% |
$56.7K - $62.6K
|
7.61K
$206K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.55K+ 0.52% |
$45.7K - $50.4K
|
493K
$13.4M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.37K+ 0.64% |
$42.6K - $47K
|
371K
$10M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.21K+ 5.52% |
$39.7K - $43.8K
|
42.3K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
2.12K+ 0.74% |
$38K - $42K
|
287K
$7.78M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.64K+ 10.79% |
$29.5K - $32.5K
|
16.9K
$457K
|
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.22K+ 1.67% |
$21.8K - $24K
|
74.1K
$2.01M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 442.91% |
$19.6K - $21.7K
|
1.34K
$36.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
997+ 5.57% |
$17.9K - $19.7K
|
18.9K
$512K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
977+ 7.1% |
$17.5K - $19.3K
|
14.7K
$400K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
959+ 3.78% |
$17.2K - $19K
|
26.3K
$714K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
873+ 5.27% |
$15.7K - $17.3K
|
17.5K
$473K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
647+ 93.23% |
$11.6K - $12.8K
|
1.34K
$36.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
567+ 0.26% |
$10.2K - $11.2K
|
215K
$5.84M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
481+ 27.13% |
$8.63K - $9.52K
|
2.25K
$61.1K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
400+ 1.16% |
$7.18K - $7.92K
|
34.9K
$946K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
367+ 64.16% |
$6.58K - $7.26K
|
939
$25.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
300+ 2.55% |
$5.38K - $5.94K
|
12.1K
$328K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
294+ 1.65% |
$5.27K - $5.82K
|
18.1K
$490K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
264+ 8.94% |
$4.74K - $5.22K
|
3.22K
$87.2K
|