Graniteshares Gold TrustBARETF
13F holders, Q3 2024 (September 30)127holders +1
14new positions
11sold out
1famous investor
$25.96avg. 13F price*
At the end of Q3 2024, 127 institutions reported holding Graniteshares Gold Trust (BAR) in their 13F filings, up 1 from Q2 2024. 14 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($103.3M), Richard Bernstein Advisors LLC ($82.1M) and Envestnet Asset Management Inc. ($21.7M). 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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $8.0M |
| Exits | 11 | $1.8M |
All 13F filers, Q2 2024 → Q3 2024: 756,876 shares bought and 1,480,876 shares sold, net −724,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 127 holders
| Bank of America Corp. | 0.01% | Reduce -6.3% | 3,976,902 | $103.3M |
| Richard Bernstein Advisors LLC | 1.76% | Reduce -3.5% | 3,162,485 | $82.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.5% | 834,120 | $21.7M |
| Royal Bank of Canada | 0.00% | Add +1.0% | 770,012 | $20.0M |
| Bank of New York Mellon Corp | 0.00% | Add +7.4% | 706,592 | $18.4M |
| LPL Financial LLC | 0.01% | Add +11.0% | 647,478 | $16.8M |
| Brandywine Oak Private Wealth LLC | 1.20% | Reduce -1.6% | 477,229 | $12.4M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -2.0% | 469,033 | $12.1M |
| Cambria Investment Management, L.P. | 0.71% | Reduce -12.6% | 456,147 | $11.8M |
| Lake Street Private Wealth, LLC | 1.54% | Add +0.4% | 367,139 | $9.5M |
| Cetera Investment Advisers | 0.02% | Add +1.0% | 344,226 | $8.9M |
| Stifel Financial Corp. | 0.01% | Add +0.8% | 276,380 | $7.2M |
| WCG Wealth Advisors LLC | 0.38% | New | 216,330 | $5.6M |
| EWG Elevate Inc. | 2.21% | Reduce -5.7% | 211,822 | $5.5M |
| ALM First Financial Advisors, LLC | 1.35% | Add +4.6% | 209,214 | $5.4M |
| MML Investors Services, LLC | 0.02% | Reduce -3.3% | 200,198 | $5.2M |
| Renaissance Technologies | 0.01% | Add +121.6% | 161,300 | $4.2M |
| China Universal Asset Management Co., Ltd. | 0.45% | Add +280.5% | 156,000 | $4.1M |
| ETF Store, Inc. | 4.08% | Reduce -8.9% | 152,766 | $4.0M |
| Brendel Financial Advisors LLC | 2.21% | No change | 150,063 | $3.9M |
| Captrust Financial Advisors | 0.01% | Reduce -10.2% | 128,347 | $3.3M |
| U.S. Capital Wealth Advisors, LLC | 0.11% | Reduce -3.2% | 115,675 | $3.0M |
| Susquehanna International Group, LLP | 0.01% | Add +18.7% | 111,137 | $2.9M |
| Columbus Macro, LLC | 1.00% | Reduce -1.5% | 105,865 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +3.0% | 102,699 | $2.7M |
| Jane Street Group, LLC | 0.00% | Reduce -72.3% | 98,071 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +19.7% | 88,134 | $2.3M |
| Clear Point Advisors Inc. | 1.76% | Add +7.0% | 87,439 | $2.3M |
| AE Wealth Management LLC | 0.02% | Reduce -2.4% | 84,425 | $2.2M |
| Cherry Creek Investment Advisors, Inc. | 1.11% | Add +1.8% | 82,502 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Add +0.3% | 80,669 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +5.6% | 79,366 | $2.1M |
| Kades & Cheifetz LLC | 1.15% | Reduce -0.8% | 77,330 | $2.0M |
| Morgan Stanley | 0.00% | Add +13.3% | 64,773 | $1.7M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -5.5% | 63,462 | $1.6M |
| Financial Guidance Group, Inc. | 0.90% | Reduce -7.3% | 59,066 | $1.5M |
| Transcend Capital Advisors, LLC | 0.10% | Reduce -3.1% | 57,047 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -65.0% | 56,510 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -7.4% | 46,953 | $1.3M |
| Flow Traders U.S. LLC | 0.06% | Reduce -85.1% | 46,663 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | No change | 42,620 | $1.1M |
| Financial Advocates Investment Management | 0.06% | Add +4.7% | 41,648 | $1.1M |
| Ieq Capital, LLC | 0.01% | No change | 39,858 | $1.0M |
| American Financial & Tax Strategies Inc. | 0.51% | Add +0.9% | 38,334 | $996K |
| BKM Wealth Management, LLC | 0.39% | Reduce -51.4% | 36,903 | $958K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.9% | 35,864 | $931K |
| Inspirion Wealth Advisors, LLC | 0.13% | Add +28.8% | 35,165 | $913K |
| Semus Wealth Partners LLC | 0.62% | Reduce -0.5% | 34,399 | $893K |
| Axiom Advisory, LLC | 0.01% | Add +1.6% | 34,688 | $849K |
| NewEdge Advisors, LLC | 0.01% | Add +67.8% | 30,602 | $795K |
| Eq LLC | 0.37% | No change | 28,696 | $745K |
| Atria Investments, Inc | 0.01% | Reduce -0.0% | 26,530 | $689K |
| Smith, Moore & Co. | 0.07% | Add +1.6% | 26,493 | $688K |
| Jackson Hole Capital Partners, LLC | 0.14% | Reduce -4.9% | 25,569 | $664K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.5% | 25,099 | $652K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -19.2% | 24,957 | $648K |
| Almanack Investment Partners, LLC. | 0.08% | Add +0.3% | 20,395 | $530K |
| Jordan Park Group LLC | 0.04% | Reduce -46.7% | 20,289 | $527K |
| PFG Advisors | 0.03% | No change | 19,762 | $513K |
| Virtu Financial LLC | 0.03% | Reduce -81.3% | 19,035 | $494K |
| Essex Financial Services, Inc. | 0.03% | Reduce -0.1% | 17,223 | $467K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -16.4% | 17,825 | $463K |
| Freestone Capital Holdings, LLC | 0.02% | No change | 17,764 | $461K |
| Jaffetilchin Investment Partners, LLC | 0.03% | No change | 17,623 | $458K |
| Principal Securities, Inc. | 0.01% | Reduce -3.0% | 17,275 | $449K |
| Alpha Financial Partners LLC | 0.32% | New | 17,167 | $446K |
| Ehrlich Financial Group | 0.32% | Reduce -0.0% | 17,167 | $446K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +45.6% | 16,766 | $435K |
| TrinityPoint Wealth, LLC | 0.06% | Reduce -1.7% | 15,681 | $407K |
| Patron Partners, LLC | 0.22% | Reduce -1.2% | 15,146 | $393K |
| Veltria Advisors Corp. | 0.15% | Add +53.0% | 14,459 | $376K |
| Kraft, Davis & Associates, LLC | 0.10% | No change | 12,767 | $345K |
| Choreo, LLC | 0.00% | Add +16.9% | 12,661 | $332K |
| Evanson Asset Management, LLC | 0.02% | No change | 12,204 | $317K |
| Denver Wealth Management, Inc. | 0.15% | No change | 12,146 | $315K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 12,116 | $315K |
| Truist Financial Corp. | 0.00% | Reduce -0.7% | 11,609 | $301K |
| Beacon Financial Advisory LLC | 0.10% | No change | 11,563 | $300K |
| Creative Planning | 0.00% | Add +23.3% | 11,348 | $295K |
| Corient Private Wealth LP | 0.00% | Reduce -4.9% | 11,268 | $293K |
| Inscription Capital, LLC | 0.04% | No change | 11,224 | $291K |
| Western Wealth Management, LLC | 0.02% | No change | 10,825 | $281K |
| Cerity Partners LLC | 0.00% | New | 10,725 | $279K |
| Redhawk Wealth Advisors, Inc. | 0.04% | New | 10,668 | $277K |
| Raymond James & Associates | 0.00% | New | 10,228 | $266K |
| Two Sigma Securities, LLC | 0.02% | New | 10,224 | $266K |
| Comerica Bank | 0.00% | Reduce -1.4% | 10,144 | $263K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +4.2% | 9,952 | $258K |
| Mgo One Seven LLC | 0.01% | Reduce -4.3% | 9,583 | $249K |
| LexAurum Advisors, LLC | 0.06% | Add +1.4% | 9,561 | $248K |
| DMC Group, LLC | 0.20% | Reduce -19.6% | 9,384 | $244K |
| Glen Eagle Advisors, LLC | 0.04% | No change | 9,176 | $238K |
| Financial Strategies Group, Inc. | 0.05% | No change | 8,916 | $233K |
| Axxcess Wealth Management, LLC | 0.01% | New | 8,695 | $226K |
| Stratos Investment Management, LLC | 0.01% | New | 8,072 | $210K |
| Leo Wealth, LLC | 0.02% | Reduce -18.8% | 7,962 | $207K |
| Visionary Wealth Advisors | 0.01% | New | 7,863 | $204K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.07% | New | 7,720 | $200K |
| IFP Advisors, Inc | 0.00% | Add +0.9% | 5,134 | $133K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | No change | 5,134 | $133K |
| Pineridge Advisors LLC | 0.05% | Add +322.9% | 5,050 | $131K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -33.4% | 4,921 | $128K |
| Blue Trust, Inc. | 0.00% | Add +142.8% | 4,662 | $107K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 3,087 | $80K |
| Wells Fargo & Company | 0.00% | Add +83.9% | 2,889 | $75K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.4% | 2,642 | $69K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -47.1% | 1,732 | $45K |
| TCTC Holdings, LLC | 0.00% | No change | 1,517 | $39K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,317 | $34K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,251 | $32K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -26.9% | 1,134 | $29K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -19.9% | 1,089 | $28K |
| Hollencrest Capital Management | 0.00% | No change | 890 | $23K |
| FMR LLC | 0.00% | Reduce -9.5% | 725 | $19K |
| Sound Income Strategies, LLC | 0.00% | No change | 575 | $15K |
| Cwm, LLC | 0.00% | Reduce -31.7% | 541 | $14K |
| Cypress Capital Management LLC (WY) | 0.01% | No change | 485 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -96.7% | 484 | $13K |
| Headlands Technologies LLC | 0.00% | New | 331 | $9K |
| Sunbelt Securities, Inc. | 0.00% | New | 325 | $8K |
| Coastline Trust Co | 0.00% | New | 276 | $7K |
| Kozak & Associates, Inc. | 0.00% | New | 134 | $4K |
| SYSTM Wealth Solutions LLC | 0.10% | — | 128 | $3K |
| Signaturefd, LLC | 0.00% | Reduce -4.2% | 91 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 78 | $2K |
| Clearstead Advisors, LLC | 0.00% | No change | 15 | $390 |
| WR Wealth Planners, LLC | 0.00% | No change | 13 | $338 |
"% of holder's portfolio" is BAR's weight in each manager's 13F, not the share of Graniteshares Gold Trust the manager owns.