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 172 institutions that hold shares in the stock, with a total of 15.9 Million shares, which have been reported (via 13F filing form) to have a value of $639 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brendel Financial Advisors LLC
|
Oct 20, 2025 Q3 2025 |
149,063
shares
|
$6 Million
2.93% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
147,000
shares
|
$5.92 Million
1.19% of portfolio
|
Q3 2025
Added 21.97%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
142,957
shares
|
$5.76 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
123,294
shares
|
$4.97 Million
0.01% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
ETF Store, Inc.
|
Nov 12, 2025 Q3 2025 |
122,075
shares
|
$4.92 Million
5.14% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
121,923
shares
|
$4.91 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
105,572
shares
|
$4.25 Million
1.28% of portfolio
|
Q3 2025
Added 35.66%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
99,684
shares
|
$4.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
93,616
shares
|
$3.77 Million
2.77% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
87,500
shares
|
$3.52 Million
0.0% of portfolio
|
Q3 2025
Reduced 43.58%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
77,946
shares
|
$3.14 Million
1.33% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
77,163
shares
|
$3.11 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
74,336
shares
|
$2.99 Million
0.0% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
71,069
shares
|
$2.86 Million
0.48% of portfolio
|
Q1 2025
Reduced 23.56%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
69,589
shares
|
$2.8 Million
0.02% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
64,275
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
61,298
shares
|
$2.47 Million
0.01% of portfolio
|
Q3 2025
Added 37.18%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Oct 30, 2025 Q3 2025 |
57,814
shares
|
$2.33 Million
1.37% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
52,494
shares
|
$2.11 Million
0.03% of portfolio
|
Q3 2025
Added 1574.45%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
50,283
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
45,585
shares
|
$1.84 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
42,383
shares
|
$1.71 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
37,538
shares
|
$1.51 Million
0.23% of portfolio
|
Q3 2025
Added 12.79%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
35,631
shares
|
$1.43 Million
0.7% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
35,234
shares
|
$1.42 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.87%
|
|