Purchases and Sales Made in Q4 2024 in Granite Shares Gold Trust (BAR)
This table provides information about the institutional ownership of Granite Shares Gold Trust (BAR) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
184K+ 173.35% |
$4.64M - $5.05M
|
289K
$7.89M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
156K+ 100.0% |
$3.95M - $4.29M
|
312K
$8.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
68.8KNew |
$1.74M - $1.89M
|
68.8K
$1.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
66.3KNew |
$1.68M - $1.82M
|
66.3K
$1.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
39.4K+ 10.74% |
$998K - $1.08M
|
407K
$11.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
25KNew |
$633K - $688K
|
25K
$682K
|
|
|
Jan 15, 2025
Q4 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
24K+ 11.45% |
$606K - $659K
|
233K
$6.36M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.35K+ 8.08% |
$237K - $257K
|
125K
$3.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.08KNew |
$230K - $250K
|
9.08K
$248K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.11KNew |
$155K - $168K
|
6.11K
$167K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5.81K+ 1.22% |
$147K - $160K
|
483K
$13.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
4.5K+ 12.8% |
$114K - $124K
|
39.7K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
3.86K+ 31.74% |
$97.5K - $106K
|
16K
$436K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.28K+ 17.98% |
$57.6K - $62.6K
|
14.9K
$407K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
967+ 12.53% |
$24.5K - $26.6K
|
8.69K
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
730+ 14.46% |
$18.5K - $20.1K
|
5.78K
$158K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
542New |
$13.7K - $14.9K
|
542
$14.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
494New |
$12.5K - $13.6K
|
494
$13.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
50+ 0.29% |
$1.27K - $1.38K
|
17.2K
$470K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
44+ 0.55% |
$1.11K - $1.21K
|
8.01K
$218K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-66- 0.44% |
$1.67K - $1.82K
|
15.1K
$411K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-80- 0.21% |
$2.02K - $2.2K
|
38.3K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-156- 14.33% |
$3.95K - $4.29K
|
933
$25.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-167- 0.22% |
$4.23K - $4.59K
|
77.2K
$2.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-259- 2.76% |
$6.55K - $7.13K
|
9.13K
$249K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-411- 8.82% |
$10.4K - $11.3K
|
4.25K
$116K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.04K- 6.02% |
$26.2K - $28.5K
|
16.2K
$441K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.5K- 8.4% |
$37.9K - $41.2K
|
16.3K
$445K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-2.06K- 1.37% |
$52.2K - $56.7K
|
148K
$4.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-6.54K- 11.08% |
$166K - $180K
|
52.5K
$1.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-8.07K- 9.78% |
$204K - $222K
|
74.4K
$2.03M
|