Graniteshares Gold TrustBARETF

13F holders, Q1 2024 (March 31)
118holders
1famous investor
$21.96avg. 13F price*

At the end of Q1 2024, 118 institutions reported holding Graniteshares Gold Trust (BAR) in their 13F filings. The largest holders were Jordan Park Group LLC ($254.3M), Bank of America Corp. ($100.7M) and Richard Bernstein Advisors LLC ($76.0M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Graniteshares Gold Trust
CUSIP
38748G101
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 118Q1 2024Q2 2024: 126Q2 2024Q3 2024: 127Q3 2024Q4 2024: 122Q4 2024Q1 2025: 127Q1 2025Q2 2025: 134Q2 2025Q3 2025: 157Q3 2025Q4 2025: 171Q4 2025Q1 2026: 176Q1 2026Q2 2026: 171Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions13$7.6M
Exits13$2.7M

Ownership 118 holders

Jordan Park Group LLC 16.16% Add +0.1% 11,579,722 $254.3M
Bank of America Corp. 0.01% Reduce -9.9% 4,587,127 $100.7M
Richard Bernstein Advisors LLC 1.63% Reduce -5.3% 3,461,371 $76.0M
Jane Street Group, LLC 0.04% Add +754.7% 1,459,574 $32.1M
Envestnet Asset Management Inc. 0.01% Reduce -0.4% 873,355 $19.2M
Royal Bank of Canada 0.00% Reduce -2.0% 750,959 $16.5M
LPL Financial LLC 0.01% Reduce -6.6% 595,737 $13.1M
Bank of New York Mellon Corp 0.00% Reduce -8.6% 538,027 $11.8M
Bank of Montreal 0.00% Add +466.5% 496,493 $10.9M
Rockefeller Capital Management L.P. 0.03% Reduce -8.9% 494,797 $10.9M
Brandywine Oak Private Wealth LLC 1.11% Add +0.0% 485,185 $10.7M
Lake Street Private Wealth, LLC 1.12% Add +3.0% 367,995 $8.1M
Cetera Investment Advisers 0.02% Add +65.5% 366,265 $8.0M
ETF Store, Inc. 4.08% Add +5.4% 325,750 $7.2M
Stifel Financial Corp. 0.01% Reduce -19.6% 301,403 $6.6M
EWG Elevate Inc. 2.05% Add +1.6% 245,699 $5.4M
Susquehanna International Group, LLP 0.01% Add +11.7% 218,763 $4.8M
MML Investors Services, LLC 0.02% Add +4.0% 201,645 $4.4M
ALM First Financial Advisors, LLC 1.22% No change 200,000 $4.4M
Brendel Financial Advisors LLC 3.88% Add +0.2% 154,446 $3.4M
Captrust Financial Advisors 0.01% Reduce -2.6% 147,010 $3.2M
U.S. Capital Wealth Advisors, LLC 0.10% Add +5.6% 118,975 $2.6M
Columbus Macro, LLC 0.95% Add +0.8% 113,817 $2.5M
Virtu Financial LLC 0.18% Reduce -39.6% 107,136 $2.4M
AE Wealth Management LLC 0.02% Reduce -24.2% 92,265 $2.0M
Osaic Holdings, Inc. 0.00% Reduce -24.3% 90,460 $2.0M
Flow Traders U.S. LLC 0.10% New 85,694 $1.9M
Cambria Investment Management, L.P. 0.11% Reduce -86.1% 84,633 $1.9M
BKM Wealth Management, LLC 0.78% Add +4.1% 82,103 $1.8M
HighTower Advisors, LLC 0.00% Add +5.5% 81,247 $1.8M
Clear Point Advisors Inc. 1.46% Add +1.3% 80,624 $1.8M
Kades & Cheifetz LLC 1.10% Add +1.2% 77,928 $1.7M
Cherry Creek Investment Advisors, Inc. 0.91% New 76,834 $1.7M
Commonwealth Equity Services, LLC 0.00% Add +12.4% 69,090 $1.5M
JPMorgan Chase & Co. 0.00% Reduce -4.1% 65,001 $1.4M
Aptus Capital Advisors, LLC 0.03% New 61,753 $1.4M
Transcend Capital Advisors, LLC 0.11% Reduce -4.1% 59,807 $1.3M
Financial Guidance Group, Inc. 0.83% Add +6.5% 58,238 $1.3M
IMC-Chicago, LLC 0.04% New 46,917 $1.0M
Morgan Stanley 0.00% Add +0.6% 45,749 $1.0M
Ieq Capital, LLC 0.01% No change 39,858 $875K
American Financial & Tax Strategies Inc. 0.45% Add +1.1% 37,926 $833K
Financial Advocates Investment Management 0.05% Reduce -2.7% 36,483 $801K
Semus Wealth Partners LLC 0.65% Reduce -18.5% 35,086 $770K
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.7% 34,871 $766K
China Universal Asset Management Co., Ltd. 0.09% Add +60.0% 32,000 $703K
Janney Montgomery Scott LLC 0.00% Reduce -10.1% 31,252 $686K
Tactive Advisors, LLC 0.34% Add +15.6% 29,410 $646K
Eq LLC 0.39% Add +10.4% 29,011 $637K
Private Advisor Group, LLC 0.00% Reduce -2.4% 26,942 $592K
Jackson Hole Capital Partners, LLC 0.14% No change 26,880 $590K
Smith, Moore & Co. 0.06% Reduce -9.7% 25,578 $562K
Almanack Investment Partners, LLC. 0.08% Add +4.4% 20,345 $447K
Raymond James & Associates 0.00% Reduce -78.9% 20,200 $444K
PFG Advisors 0.03% No change 19,762 $434K
Renaissance Technologies 0.00% Reduce -83.3% 19,200 $422K
Ehrlich Financial Group 0.34% Add +9.8% 18,428 $405K
Jaffetilchin Investment Partners, LLC 0.03% No change 17,623 $387K
Essex Financial Services, Inc. 0.04% Add +1.8% 17,539 $385K
DMC Group, LLC 0.32% Reduce -6.0% 17,092 $375K
TrinityPoint Wealth, LLC 0.06% Reduce -2.5% 15,708 $345K
NewEdge Advisors, LLC 0.00% Add +317.3% 15,526 $341K
Patron Partners, LLC 0.21% Reduce -8.1% 15,374 $338K
Principal Securities, Inc. 0.01% Add +11.3% 14,518 $319K
Raymond James Financial Services Advisors, Inc. 0.00% Add +21.3% 14,254 $313K
HRT Financial LP 0.00% New 13,526 $297K
Kraft, Davis & Associates, LLC 0.09% No change 12,767 $297K
B. Riley Wealth Advisors, Inc. 0.01% Add +29.6% 15,522 $284K
Evanson Asset Management, LLC 0.02% No change 12,204 $268K
Woodmont Investment Counsel LLC 0.02% No change 12,116 $266K
Stratos Wealth Advisors, LLC 0.02% No change 12,035 $264K
Truist Financial Corp. 0.00% Reduce -0.1% 11,715 $257K
Envestnet Portfolio Solutions, Inc. 0.00% New 11,534 $253K
Corient Private Wealth LP 0.00% Reduce -2.3% 11,264 $247K
Inscription Capital, LLC 0.04% New 11,224 $246K
Beacon Financial Advisory LLC 0.12% No change 11,210 $246K
Financial Strategies Group, Inc. 0.07% No change 10,563 $245K
Comerica Bank 0.00% Reduce -10.8% 10,996 $241K
Western Wealth Management, LLC 0.02% Add +4.3% 10,825 $238K
Leo Wealth, LLC 0.02% No change 10,542 $234K
Inspirion Wealth Advisors, LLC 0.04% New 10,525 $231K
Glen Eagle Advisors, LLC 0.04% Reduce -6.4% 9,676 $212K
Steward Partners Investment Advisory, LLC 0.00% Add +1.6% 9,650 $212K
Choreo, LLC 0.01% New 9,538 $209K
LexAurum Advisors, LLC 0.05% New 9,427 $207K
Castle Rock Wealth Management, LLC 0.06% New 8,847 $202K
Lido Advisors, LLC 0.00% Reduce -32.5% 9,190 $202K
Northwestern Mutual Wealth Management Co. 0.00% Add +3.0% 7,662 $168K
IFP Advisors, Inc 0.01% Reduce -57.2% 5,862 $129K
Householder Group Estate & Retirement Specialist, LLC 0.03% No change 5,092 $112K
Wells Fargo & Company 0.00% Reduce -0.6% 3,624 $80K
Pineridge Advisors LLC 0.03% Add +20.6% 3,591 $79K
Venturi Wealth Management, LLC 0.00% Reduce -0.8% 3,279 $72K
Sugarloaf Wealth Management, LLC 0.01% No change 3,087 $68K
Harbour Investments, Inc. 0.00% Add +0.4% 2,652 $58K
Trivant Custom Portfolio Group, LLC 0.03% No change 2,000 $44K
Blue Trust, Inc. 0.00% Add +38.7% 1,920 $42K
TCTC Holdings, LLC 0.00% No change 1,517 $33K
WFA Asset Management Corp 0.02% No change 1,500 $33K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,317 $29K
CoreCap Advisors, LLC 0.00% New 1,273 $28K
Cwm, LLC 0.00% No change 1,106 $24K
Farther Finance Advisors, LLC 0.00% Add +286.6% 955 $21K
Hollencrest Capital Management 0.00% No change 890 $20K
Retirement Group, LLC 0.01% No change 800 $18K
Tucker Asset Management LLC 0.00% No change 794 $17K
Sound Income Strategies, LLC 0.00% No change 575 $13K
Lanark Financial, Inc. 0.00% No change 554 $12K
FMR LLC 0.00% Add +213.9% 543 $12K
Cypress Capital Management LLC (WY) 0.01% No change 485 $11K
UBS Group AG 0.00% Reduce -95.5% 455 $10K
GPS Wealth Strategies Group, LLC 0.00% Add +57.8% 426 $9K
Qube Research & Technologies Ltd 0.00% Reduce -35.1% 370 $8K
SYSTM Wealth Solutions LLC 0.00% Reduce -86.9% 148 $3K
BNP Paribas Financial Markets 0.00% Add +1000.0% 132 $3K
Signaturefd, LLC 0.00% No change 95 $2K
Clearstead Advisors, LLC 0.00% No change 15 $347
WR Wealth Planners, LLC 0.00% New 13 $285

"% of holder's portfolio" is BAR's weight in each manager's 13F, not the share of Graniteshares Gold Trust the manager owns.