Purchases and Sales Made in Q1 2024 in Granite Shares Gold Trust (BAR)
This table provides information about the institutional ownership of Granite Shares Gold Trust (BAR) during Q1 2024. The information is specifically focused on institutions that hold shares of GraniteShares Gold Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
221+ 2.97% |
$4.35K - $4.85K
|
7.66K
$221K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
156+ 57.78% |
$3.07K - $3.43K
|
426
$12.3K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
150+ 1.58% |
$2.95K - $3.29K
|
9.65K
$278K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
55+ 0.01% |
$1.08K - $1.21K
|
485K
$14M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22+ 1.76% |
$433 - $483
|
1.27K
$36.6K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
13New |
$256 - $285
|
13
$374
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 0.38% |
$197 - $220
|
2.65K
$76.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-8- 0.03% |
$158 - $176
|
27.8K
$799K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-11- 0.09% |
$217 - $242
|
11.7K
$337K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-20- 0.55% |
$394 - $439
|
3.62K
$104K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-25- 0.76% |
$492 - $549
|
3.28K
$94.4K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-200- 35.09% |
$3.94K - $4.39K
|
370
$10.7K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-270- 2.34% |
$5.32K - $5.93K
|
11.3K
$324K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-397- 2.47% |
$7.82K - $8.72K
|
15.7K
$452K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-660- 2.39% |
$13K - $14.5K
|
26.9K
$776K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-982- 86.9% |
$19.3K - $21.6K
|
148
$4.26K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.02K- 2.72% |
$20.1K - $22.4K
|
36.5K
$1.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.08K- 5.95% |
$21.3K - $23.8K
|
17.1K
$492K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.33K- 10.75% |
$26.1K - $29.1K
|
11K
$317K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-1.36K- 8.13% |
$26.8K - $29.9K
|
15.4K
$443K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.58K- 4.14% |
$50.8K - $56.7K
|
59.8K
$1.72M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.75K- 9.71% |
$54.1K - $60.4K
|
25.6K
$736K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.75K- 4.06% |
$54.1K - $60.4K
|
65K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.44K- 0.39% |
$67.6K - $75.4K
|
873K
$25.1M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.5K- 10.08% |
$69K - $76.9K
|
31.3K
$900K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.95K- 2.61% |
$77.7K - $86.7K
|
147K
$4.23M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.43K- 32.54% |
$87.3K - $97.3K
|
9.19K
$265K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.83K- 57.17% |
$154K - $172K
|
5.86K
$169K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-7.96K- 18.5% |
$157K - $175K
|
35.1K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-9.75K- 95.54% |
$192K - $214K
|
455
$13.1K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.4K- 19.95% |
$225K - $250K
|
45.7K
$1.32M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.4K- 1.5% |
$225K - $251K
|
751K
$21.6M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.3K- 2.0% |
$302K - $337K
|
751K
$21.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-25.5K- 32.23% |
$502K - $560K
|
53.6K
$1.54M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29K- 24.28% |
$571K - $637K
|
90.5K
$2.6M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-29.5K- 24.21% |
$580K - $647K
|
92.3K
$2.66M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-41.9K- 6.57% |
$824K - $920K
|
596K
$17.2M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-48.6K- 8.95% |
$958K - $1.07M
|
495K
$14.2M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-70.2K- 39.6% |
$1.38M - $1.54M
|
107K
$3.08M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-73.5K- 19.6% |
$1.45M - $1.61M
|
301K
$8.68M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-75.5K- 78.89% |
$1.49M - $1.66M
|
20.2K
$582K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-95.7K- 83.29% |
$1.88M - $2.1M
|
19.2K
$553K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-133K- 59.92% |
$2.61M - $2.91M
|
88.7K
$2.55M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-502K- 9.86% |
$9.88M - $11M
|
4.59M
$132M
|
|
|
May 14, 2024
Q1 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-524K- 86.09% |
$10.3M - $11.5M
|
84.6K
$2.44M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-546K- 13.62% |
$10.7M - $12M
|
3.46M
$99.7M
|