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 |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
10,351
shares
|
$416,834
0.06% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
10,279
shares
|
$413,935
0.0% of portfolio
|
Q3 2025
Reduced 10.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,228
shares
|
$411,881
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
9,941
shares
|
$400,324
0.05% of portfolio
|
Q3 2025
Added 10.04%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
9,531
shares
|
$383,813
0.04% of portfolio
|
Q3 2025
Added 40.39%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
9,341
shares
|
$376,162
0.0% of portfolio
|
Q3 2025
Added 48.81%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
9,176
shares
|
$369,517
0.05% of portfolio
|
Q3 2025
Reduced 13.24%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
9,165
shares
|
$369,074
0.02% of portfolio
|
Q3 2025
Reduced 10.28%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
9,135
shares
|
$367,866
0.0% of portfolio
|
Q3 2025
Reduced 8.84%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
8,725
shares
|
$351,355
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
8,695
shares
|
$350,147
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
8,687
shares
|
$349,825
0.11% of portfolio
|
Q4 2024
Added 12.53%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
8,418
shares
|
$338,992
0.01% of portfolio
|
Q3 2025
Added 19.9%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
8,368
shares
|
$336,979
0.0% of portfolio
|
Q3 2025
Added 1446.77%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
8,225
shares
|
$331,220
0.0% of portfolio
|
Q3 2025
Reduced 6.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
8,137
shares
|
$327,676
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
7,920
shares
|
$318,938
0.04% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
7,863
shares
|
$316,643
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
7,345
shares
|
$295,783
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
6,924
shares
|
$278,829
0.06% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
6,895
shares
|
$277,661
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,780
shares
|
$273,030
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asb Consultores, LLC
Aventura, FL |
Nov 04, 2025 Q3 2025 |
6,327
shares
|
$254,788
1.12% of portfolio
|
Q3 2025
Reduced 16.57%
|
|
|
Financial Strategies Group, Inc.
|
Nov 04, 2025 Q3 2025 |
6,213
shares
|
$250,197
0.05% of portfolio
|
Q2 2025
Reduced 15.33%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
6,121
shares
|
$246,492
0.02% of portfolio
|
Q3 2025
New holding
|
|