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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
100New |
$1.61K - $1.79K
|
100
$2.81K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-108- 15.81% |
$1.74K - $1.93K
|
575
$16.2K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-11.9KClosed |
$213K - $234K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-7.65KClosed |
$137K - $150K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-11K- 1.81% |
$197K - $215K
|
597K
$16.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
500New |
$8.96K - $9.81K
|
500
$14K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.46KNew |
$26.2K - $28.7K
|
1.46K
$41.1K
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
49New |
$878 - $961
|
49
$1.38K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-267Closed |
$4.78K - $5.24K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
702KNew |
$12.6M - $13.8M
|
702K
$19.7M
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
464New |
$8.31K - $9.1K
|
464
$13K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-677Closed |
$12.1K - $13.3K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
265New |
$4.75K - $5.2K
|
265
$7.44K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
7.45K+ 74.09% |
$133K - $146K
|
17.5K
$492K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.03KClosed |
$36.4K - $39.8K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
131New |
$2.35K - $2.57K
|
131
$3.68K
|
|
| Q1 2022 | |||||||
|
Nov 14, 2023
Q1 2022
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-1.72MClosed |
$30.5M - $35M
|
0
$0
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
794New |
$14.1K - $16.2K
|
794
$22.3K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
838New |
$14.9K - $17.1K
|
838
$23.5K
|
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-77.2KClosed |
$1.37M - $1.57M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-100Closed |
$1.77K - $2.04K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-331Closed |
$5.87K - $6.74K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-118KClosed |
$2.09M - $2.39M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-17.2KClosed |
$306K - $351K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-100Closed |
$1.77K - $2.04K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
165New |
$2.93K - $3.36K
|
165
$4.63K
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-10.2KClosed |
$180K - $207K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-57Closed |
$1.01K - $1.16K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.5KNew |
$26.1K - $27.8K
|
1.5K
$42.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-500- 57.41% |
$8.71K - $9.27K
|
371
$10.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6.04K+ 1484.77% |
$105K - $112K
|
6.45K
$181K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-18.3KClosed |
$319K - $339K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-12.1KClosed |
$211K - $225K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-122Closed |
$2.12K - $2.26K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-10.1KClosed |
$176K - $187K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-168Closed |
$2.92K - $3.11K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-17.4KClosed |
$299K - $317K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-44.4KClosed |
$761K - $806K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-15.7KClosed |
$269K - $285K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
25.3KNew |
$433K - $459K
|
25.3K
$710K
|
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-10.9KClosed |
$187K - $198K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
22New |
$377 - $400
|
22
$618
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-472Closed |
$8.09K - $8.58K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.12KClosed |
$19.2K - $20.3K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-19KClosed |
$326K - $346K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
4.11KNew |
$70.5K - $74.7K
|
4.11K
$115K
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-295Closed |
$5.06K - $5.36K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
37New |
$634 - $672
|
37
$1.04K
|
|
|
Oct 21, 2021
Q3 2021
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-78.8KClosed |
$1.35M - $1.43M
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-85Closed |
$1.46K - $1.54K
|
0
$0
|
|