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 147 institutions that hold shares in the stock, with a total of 16.2 Million shares, which have been reported (via 13F filing form) to have a value of $590 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 |
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
147,624
shares
|
$5.37 Million
0.01% of portfolio
|
Q2 2025
Added 17.87%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
145,013
shares
|
$5.28 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
125,625
shares
|
$4.57 Million
0.0% of portfolio
|
Q1 2025
Added 89.53%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
120,517
shares
|
$4.38 Million
0.95% of portfolio
|
Q2 2025
Added 12.23%
|
|
|
ETF Store, Inc.
|
Aug 06, 2025 Q2 2025 |
119,727
shares
|
$4.36 Million
4.68% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
118,636
shares
|
$4.32 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
104,755
shares
|
$3.81 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.1%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
97,126
shares
|
$3.53 Million
2.62% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
77,820
shares
|
$2.83 Million
0.93% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
77,228
shares
|
$2.81 Million
1.23% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
77,163
shares
|
$2.81 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
72,806
shares
|
$2.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
71,069
shares
|
$2.59 Million
0.44% of portfolio
|
Q1 2025
Reduced 23.56%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
67,209
shares
|
$2.45 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.18%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
65,177
shares
|
$2.37 Million
0.0% of portfolio
|
Q2 2025
Reduced 34.21%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
45,585
shares
|
$1.66 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
45,365
shares
|
$1.65 Million
0.2% of portfolio
|
Q2 2025
Added 13.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
44,685
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
41,930
shares
|
$1.53 Million
1.22% of portfolio
|
Q2 2025
New holding
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
35,911
shares
|
$1.31 Million
0.62% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
35,905
shares
|
$1.31 Million
0.13% of portfolio
|
Q2 2025
Reduced 69.97%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
34,688
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
34,317
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2025
Reduced 38.67%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Aug 11, 2025 Q2 2025 |
33,384
shares
|
$1.21 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
33,281
shares
|
$1.21 Million
0.21% of portfolio
|
Q2 2025
Added 5.21%
|