Latest Institutional Transactions on Granite Shares Gold Trust (BAR)
This table provides information on the latest institutional transactions involving Granite Shares Gold Trust (BAR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
67+ 0.67% |
$1.74K - $2.07K
|
10K
$403K
|
|
|
Apr 29, 2025
Q1 2025
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
188+ 0.08% |
$4.89K - $5.8K
|
233K
$9.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.99K- 3.54% |
$51.7K - $61.3K
|
54.2K
$2.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
13.5KNew |
$350K - $415K
|
13.5K
$542K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-575- 9.4% |
$15K - $17.7K
|
5.54K
$223K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
363+ 3.4% |
$9.44K - $11.2K
|
11K
$444K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.5KNew |
$39K - $46.3K
|
1.5K
$60.4K
|
|
| Q4 2024 | |||||||
|
Apr 11, 2025
Q4 2024
|
Clg LLC
Long Beach, CA |
BUY
|
- |
12KNew |
$304K - $330K
|
12K
$483K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
6.41K+ 2.96% |
$162K - $176K
|
223K
$8.97M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
4.93KNew |
$125K - $136K
|
4.93K
$198K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
7.96KNew |
$201K - $219K
|
7.96K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
131+ 0.84% |
$3.31K - $3.6K
|
15.8K
$637K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
469+ 141.69% |
$11.9K - $12.9K
|
800
$32.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
31.1K+ 163.6% |
$788K - $857K
|
50.2K
$2.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-528- 3.15% |
$13.4K - $14.5K
|
16.2K
$654K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
35New |
$886 - $963
|
35
$1.41K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
15New |
$380 - $413
|
15
$604
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-9.63K- 24.16% |
$244K - $265K
|
30.2K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-544- 31.41% |
$13.8K - $15K
|
1.19K
$47.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.37K- 2.91% |
$34.6K - $37.6K
|
45.6K
$1.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
25KNew |
$633K - $688K
|
25K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
66.3KNew |
$1.68M - $1.82M
|
66.3K
$2.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.08KNew |
$230K - $250K
|
9.08K
$366K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-156- 14.33% |
$3.95K - $4.29K
|
933
$37.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
967+ 12.53% |
$24.5K - $26.6K
|
8.69K
$350K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
542New |
$13.7K - $14.9K
|
542
$21.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-167- 0.22% |
$4.23K - $4.59K
|
77.2K
$3.11M
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
325New |
$7.48K - $8.57K
|
325
$13.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.2KNew |
$235K - $270K
|
10.2K
$412K
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-17.8K- 46.68% |
$409K - $468K
|
20.3K
$817K
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-20- 13.51% |
$460 - $527
|
128
$5.15K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.7KNew |
$247K - $283K
|
10.7K
$432K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.86KNew |
$181K - $207K
|
7.86K
$317K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
276New |
$6.35K - $7.28K
|
276
$11.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.7KNew |
$200K - $229K
|
8.7K
$350K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.87K+ 4.69% |
$42.9K - $49.2K
|
41.6K
$1.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
17.2KNew |
$395K - $453K
|
17.2K
$691K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.2KNew |
$235K - $270K
|
10.2K
$412K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.93K- 19.2% |
$136K - $156K
|
25K
$1.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
8.07KNew |
$186K - $213K
|
8.07K
$325K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
134New |
$3.08K - $3.53K
|
134
$5.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-12.7K- 5.65% |
$292K - $335K
|
212K
$8.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
542+ 1.59% |
$12.5K - $14.3K
|
34.7K
$1.4M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-353- 95.41% |
$7.83K - $8.46K
|
17
$685
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
17.8KNew |
$394K - $426K
|
17.8K
$715K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
8.73KNew |
$194K - $209K
|
8.73K
$351K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
353+ 3.15% |
$7.83K - $8.46K
|
11.6K
$466K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
42+ 0.82% |
$932 - $1.01K
|
5.13K
$207K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-13K- 27.79% |
$289K - $313K
|
33.9K
$1.36M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
366KNew |
$8.11M - $8.77M
|
366K
$14.7M
|
|