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 |
|---|---|---|---|---|---|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
35,165
shares
|
$1.42 Million
0.17% of portfolio
|
Q3 2025
Reduced 22.48%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
34,688
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
34,035
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
32,897
shares
|
$1.32 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
30,890
shares
|
$1.24 Million
0.1% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
30,744
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2025
Added 91.27%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
30,361
shares
|
$1.22 Million
0.43% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Nov 12, 2025 Q3 2025 |
30,328
shares
|
$1.22 Million
0.7% of portfolio
|
Q3 2025
Reduced 12.96%
|
|
|
Financial Guidance Group, Inc.
|
Nov 05, 2025 Q3 2025 |
29,297
shares
|
$1.18 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
28,098
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2025
Added 12.87%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
27,866
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2025
Added 100.33%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 06, 2025 Q3 2025 |
27,442
shares
|
$1.11 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
25,522
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,957
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.2%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
24,459
shares
|
$984,963
0.02% of portfolio
|
Q2 2020
Added 32.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
21,619
shares
|
$870,597
0.0% of portfolio
|
Q3 2025
Reduced 82.79%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
18,652
shares
|
$751,116
0.2% of portfolio
|
Q3 2025
Reduced 7.27%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
18,441
shares
|
$742,619
0.01% of portfolio
|
Q3 2025
Reduced 10.82%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
18,352
shares
|
$739,035
0.03% of portfolio
|
Q1 2025
Reduced 7.13%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
17,764
shares
|
$715,356
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
17,505
shares
|
$704,926
0.12% of portfolio
|
Q2 2022
Added 74.09%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
17,325
shares
|
$697,677
0.12% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
17,239
shares
|
$694,214
0.01% of portfolio
|
Q2 2025
Added 15.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
17,207
shares
|
$692,925
0.0% of portfolio
|
Q3 2025
Added 16.03%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
17,067
shares
|
$687,288
0.04% of portfolio
|
Q2 2025
Reduced 4.03%
|
|