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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
17,004
shares
|
$684,751
0.0% of portfolio
|
Q3 2025
Added 13.66%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 29, 2025 Q3 2025 |
16,233
shares
|
$653,702
0.44% of portfolio
|
Q3 2025
Added 37.1%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
15,812
shares
|
$636,749
0.06% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
15,481
shares
|
$623,419
0.04% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
14,699
shares
|
$591,928
0.0% of portfolio
|
Q3 2025
Reduced 28.82%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
14,241
shares
|
$573,485
0.21% of portfolio
|
Q3 2025
Reduced 12.67%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
14,111
shares
|
$568,249
0.01% of portfolio
|
Q3 2025
Reduced 11.92%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
14,000
shares
|
$563,780
0.0% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
13,904
shares
|
$559,914
0.31% of portfolio
|
Q3 2025
Reduced 13.46%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
13,500
shares
|
$543,645
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
12,992
shares
|
$523,187
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
12,943
shares
|
$521,214
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 05, 2025 Q3 2025 |
12,767
shares
|
$514,127
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
12,493
shares
|
$503,093
0.0% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
12,204
shares
|
$491,455
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Patron Partners, LLC
|
Oct 31, 2025 Q3 2025 |
12,085
shares
|
$486,662
0.22% of portfolio
|
Q3 2025
Reduced 5.76%
|
|
|
Clg LLC
Long Beach, CA |
Nov 14, 2025 Q3 2025 |
12,000
shares
|
$483,240
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
11,563
shares
|
$465,642
0.12% of portfolio
|
Q2 2024
Added 3.15%
|
|
|
Portfolio Strategies, Inc.
|
Oct 29, 2025 Q3 2025 |
11,313
shares
|
$455,574
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Crew Capital Management, Ltd.
|
Oct 27, 2025 Q3 2025 |
11,258
shares
|
$453,359
0.33% of portfolio
|
Q3 2025
Added 7.29%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
11,031
shares
|
$444,218
0.05% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
10,944
shares
|
$440,714
0.03% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
10,725
shares
|
$431,895
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
10,612
shares
|
$427,345
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
10,394
shares
|
$418,566
0.0% of portfolio
|
Q3 2025
Reduced 7.42%
|
|