Graniteshares Gold TrustBARETF
13F holders, Q2 2024 (June 30)126holders +8
14new positions
5sold out
2famous investors
$22.83avg. 13F price*
At the end of Q2 2024, 126 institutions reported holding Graniteshares Gold Trust (BAR) in their 13F filings, up 8 from Q1 2024. 14 opened new positions and 5 sold out. The largest holders were Bank of America Corp. ($97.5M), Richard Bernstein Advisors LLC ($75.3M) and Envestnet Asset Management Inc. ($19.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Graniteshares Gold Trust
- CUSIP
- 38748G101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $12.1M |
| Exits | 5 | $11.8M |
All 13F filers, Q1 2024 → Q2 2024: 1,759,792 shares bought and 14,242,259 shares sold, net −12,482,467 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 126 holders
| Bank of America Corp. | 0.01% | Reduce -7.4% | 4,246,546 | $97.5M |
| Richard Bernstein Advisors LLC | 1.67% | Reduce -5.3% | 3,278,266 | $75.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.0% | 830,057 | $19.1M |
| Royal Bank of Canada | 0.00% | Add +1.5% | 762,385 | $17.5M |
| Bank of New York Mellon Corp | 0.00% | Add +22.3% | 657,773 | $15.1M |
| LPL Financial LLC | 0.01% | Reduce -2.1% | 583,134 | $13.4M |
| Cambria Investment Management, L.P. | 0.73% | Add +516.5% | 521,790 | $12.0M |
| Brandywine Oak Private Wealth LLC | 1.15% | Reduce -0.0% | 485,103 | $11.1M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -3.3% | 478,408 | $11.0M |
| Relative Value Partners Group, LLC | 1.09% | New | 365,555 | $8.4M |
| Lake Street Private Wealth, LLC | 1.09% | Reduce -0.7% | 365,555 | $8.4M |
| Jane Street Group, LLC | 0.01% | Reduce -75.7% | 354,500 | $8.1M |
| Cetera Investment Advisers | 0.02% | Reduce -7.0% | 340,751 | $7.8M |
| Flow Traders U.S. LLC | 0.35% | Add +264.6% | 312,440 | $7.2M |
| Stifel Financial Corp. | 0.01% | Reduce -9.0% | 274,223 | $6.3M |
| EWG Elevate Inc. | 1.88% | Reduce -8.6% | 224,516 | $5.2M |
| MML Investors Services, LLC | 0.02% | Add +2.7% | 207,111 | $4.8M |
| ALM First Financial Advisors, LLC | 1.32% | No change | 200,000 | $4.6M |
| ETF Store, Inc. | 3.97% | Reduce -48.5% | 167,743 | $3.9M |
| JPMorgan Chase & Co. | 0.00% | Add +148.1% | 161,271 | $3.7M |
| Brendel Financial Advisors LLC | 2.19% | Reduce -2.8% | 150,063 | $3.4M |
| Captrust Financial Advisors | 0.01% | Reduce -2.7% | 142,992 | $3.3M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Add +0.4% | 119,475 | $2.7M |
| Columbus Macro, LLC | 0.96% | Reduce -5.5% | 107,498 | $2.5M |
| Virtu Financial LLC | 0.16% | Reduce -5.2% | 101,560 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +933.8% | 99,757 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -57.2% | 93,602 | $2.1M |
| AE Wealth Management LLC | 0.02% | Reduce -6.2% | 86,539 | $2.0M |
| Clear Point Advisors Inc. | 1.54% | Add +1.4% | 81,733 | $1.9M |
| Cherry Creek Investment Advisors, Inc. | 0.97% | Add +5.5% | 81,027 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.0% | 80,448 | $1.8M |
| Kades & Cheifetz LLC | 1.13% | Add +0.1% | 77,975 | $1.8M |
| BKM Wealth Management, LLC | 0.84% | Reduce -7.6% | 75,896 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -16.9% | 75,159 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.6% | 73,634 | $1.7M |
| Renaissance Technologies | 0.00% | Add +279.2% | 72,800 | $1.7M |
| Aptus Capital Advisors, LLC | 0.03% | Add +8.7% | 67,145 | $1.5M |
| Financial Guidance Group, Inc. | 0.90% | Add +9.4% | 63,737 | $1.5M |
| Transcend Capital Advisors, LLC | 0.10% | Reduce -1.6% | 58,868 | $1.4M |
| Morgan Stanley | 0.00% | Add +24.9% | 57,154 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | — | 50,714 | $1.2M |
| China Universal Asset Management Co., Ltd. | 0.13% | Add +28.1% | 41,000 | $941K |
| Ieq Capital, LLC | 0.01% | No change | 39,858 | $915K |
| Financial Advocates Investment Management | 0.06% | Add +9.1% | 39,783 | $913K |
| Jordan Park Group LLC | 0.07% | Reduce -99.7% | 38,053 | $874K |
| American Financial & Tax Strategies Inc. | 0.46% | Add +0.1% | 37,974 | $872K |
| Semus Wealth Partners LLC | 0.61% | Reduce -1.5% | 34,574 | $794K |
| Axiom Advisory, LLC | 0.01% | New | 34,146 | $789K |
| IMC-Chicago, LLC | 0.02% | Reduce -27.8% | 33,878 | $778K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.6% | 32,931 | $756K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +116.7% | 30,888 | $709K |
| Eq LLC | 0.39% | Reduce -1.1% | 28,696 | $659K |
| Inspirion Wealth Advisors, LLC | 0.10% | Add +159.4% | 27,300 | $627K |
| Jackson Hole Capital Partners, LLC | 0.14% | No change | 26,880 | $617K |
| Atria Investments, Inc | 0.01% | New | 26,535 | $609K |
| Smith, Moore & Co. | 0.06% | Add +1.9% | 26,074 | $599K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.4% | 26,017 | $597K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -31.8% | 21,329 | $490K |
| Almanack Investment Partners, LLC. | 0.08% | No change | 20,345 | $467K |
| PFG Advisors | 0.03% | No change | 19,762 | $454K |
| Citadel Advisors | 0.00% | New | 18,722 | $430K |
| NewEdge Advisors, LLC | 0.00% | Add +17.5% | 18,240 | $419K |
| Essex Financial Services, Inc. | 0.03% | Reduce -1.7% | 17,243 | $412K |
| Principal Securities, Inc. | 0.01% | Add +22.6% | 17,805 | $409K |
| Freestone Capital Holdings, LLC | 0.01% | New | 17,764 | $408K |
| Jaffetilchin Investment Partners, LLC | 0.03% | No change | 17,623 | $405K |
| Ehrlich Financial Group | 0.31% | Reduce -6.8% | 17,173 | $394K |
| TrinityPoint Wealth, LLC | 0.06% | Add +1.6% | 15,958 | $366K |
| Patron Partners, LLC | 0.21% | Reduce -0.3% | 15,331 | $352K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 14,800 | $340K |
| Kraft, Davis & Associates, LLC | 0.09% | No change | 12,767 | $301K |
| Evanson Asset Management, LLC | 0.02% | No change | 12,204 | $280K |
| Denver Wealth Management, Inc. | 0.14% | New | 12,146 | $279K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 12,116 | $278K |
| Corient Private Wealth LP | 0.00% | Add +5.1% | 11,843 | $272K |
| Truist Financial Corp. | 0.00% | Reduce -0.2% | 11,687 | $268K |
| DMC Group, LLC | 0.23% | Reduce -31.7% | 11,670 | $268K |
| Beacon Financial Advisory LLC | 0.10% | Add +3.1% | 11,563 | $265K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.1% | 11,518 | $264K |
| Inscription Capital, LLC | 0.04% | No change | 11,224 | $258K |
| Choreo, LLC | 0.00% | Add +13.5% | 10,826 | $249K |
| Western Wealth Management, LLC | 0.02% | No change | 10,825 | $249K |
| HRT Financial LP | 0.00% | Reduce -20.1% | 10,811 | $248K |
| Comerica Bank | 0.00% | Reduce -6.5% | 10,284 | $236K |
| Mgo One Seven LLC | 0.01% | New | 10,013 | $230K |
| Leo Wealth, LLC | 0.02% | Reduce -6.9% | 9,810 | $226K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -20.6% | 9,555 | $219K |
| Veltria Advisors Corp. | 0.08% | New | 9,449 | $217K |
| LexAurum Advisors, LLC | 0.05% | No change | 9,427 | $216K |
| Creative Planning | 0.00% | New | 9,202 | $211K |
| Glen Eagle Advisors, LLC | 0.04% | Reduce -5.2% | 9,176 | $211K |
| Financial Strategies Group, Inc. | 0.05% | Reduce -15.6% | 8,916 | $208K |
| Castle Rock Wealth Management, LLC | 0.05% | No change | 8,847 | $204K |
| Abbrea Capital, LLC | 0.03% | New | 8,725 | $200K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.5% | 7,391 | $170K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Add +0.8% | 5,134 | $117K |
| IFP Advisors, Inc | 0.00% | Reduce -13.2% | 5,086 | $117K |
| UBS Group AG | 0.00% | Add +697.4% | 3,628 | $83K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -0.2% | 3,273 | $75K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 3,087 | $71K |
"% of holder's portfolio" is BAR's weight in each manager's 13F, not the share of Graniteshares Gold Trust the manager owns.