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 142 institutions that hold shares in the stock, with a total of 17.2 Million shares, which have been reported (via 13F filing form) to have a value of $547 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
15,080
shares
|
$480,147
0.22% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
14,938
shares
|
$475,625
0.01% of portfolio
|
Q4 2024
Added 17.98%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
14,459
shares
|
$460,374
0.15% of portfolio
|
Q3 2024
Added 53.02%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
14,094
shares
|
$448,752
0.0% of portfolio
|
Q1 2025
Reduced 13.68%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
12,767
shares
|
$406,501
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
12,586
shares
|
$400,738
0.0% of portfolio
|
Q4 2024
Added 11.7%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
12,204
shares
|
$388,575
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Clg LLC
Long Beach, CA |
Apr 11, 2025 Q4 2024 |
12,000
shares
|
$382,080
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
11,831
shares
|
$376,699
0.0% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
11,563
shares
|
$368,165
0.11% of portfolio
|
Q2 2024
Added 3.15%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
11,224
shares
|
$357,372
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
11,057
shares
|
$352,054
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
11,031
shares
|
$351,227
0.05% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Western Wealth Management, LLC
|
Apr 15, 2025 Q4 2024 |
10,825
shares
|
$344,668
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
10,725
shares
|
$341,484
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,228
shares
|
$325,659
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
10,092
shares
|
$321,329
0.0% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
9,952
shares
|
$316,871
0.01% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
9,733
shares
|
$309,898
0.06% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
9,176
shares
|
$292,163
0.04% of portfolio
|
Q2 2024
Reduced 5.17%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 23, 2025 Q4 2024 |
9,125
shares
|
$290,540
0.2% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
9,084
shares
|
$289,234
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
8,916
shares
|
$283,885
0.05% of portfolio
|
Q2 2024
Reduced 15.59%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
8,885
shares
|
$282,898
0.0% of portfolio
|
Q4 2024
Reduced 21.7%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
8,768
shares
|
$279,173
0.01% of portfolio
|
Q4 2024
Reduced 8.5%
|