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 143 institutions that hold shares in the stock, with a total of 17 Million shares, which have been reported (via 13F filing form) to have a value of $570 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
32,066
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
31,632
shares
|
$1.06 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
30,159
shares
|
$1.01 Million
0.09% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
29,503
shares
|
$988,645
0.55% of portfolio
|
Q2 2025
Reduced 42.31%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
29,410
shares
|
$985,529
0.34% of portfolio
|
Q1 2024
Added 15.63%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
28,536
shares
|
$956,241
0.36% of portfolio
|
Q2 2025
Added 22.91%
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
27,493
shares
|
$921,290
0.41% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,957
shares
|
$836,309
0.0% of portfolio
|
Q3 2024
Reduced 19.2%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
24,895
shares
|
$834,231
0.01% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
24,459
shares
|
$819,621
0.02% of portfolio
|
Q2 2020
Added 32.72%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
20,679
shares
|
$692,953
0.01% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
20,171
shares
|
$675,930
0.0% of portfolio
|
Q1 2025
Added 60.27%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
18,352
shares
|
$614,975
0.02% of portfolio
|
Q1 2025
Reduced 7.13%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
17,764
shares
|
$595,271
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
17,505
shares
|
$586,592
0.12% of portfolio
|
Q2 2022
Added 74.09%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
17,325
shares
|
$580,560
0.1% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
17,067
shares
|
$571,915
0.04% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
16,907
shares
|
$566,553
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
16,066
shares
|
$538,371
0.34% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
16,001
shares
|
$536,193
0.24% of portfolio
|
Q4 2024
Added 31.74%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
15,812
shares
|
$529,860
0.06% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
15,627
shares
|
$523,660
0.04% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
14,960
shares
|
$501,309
0.0% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
14,938
shares
|
$500,572
0.01% of portfolio
|
Q4 2024
Added 17.98%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
14,576
shares
|
$488,441
0.0% of portfolio
|
Q2 2025
Added 64.09%
|