Graniteshares Gold TrustBARETF
13F holders, Q4 2024 (December 31)122holders −5
11new positions
13sold out
2famous investors
$25.88avg. 13F price*
At the end of Q4 2024, 122 institutions reported holding Graniteshares Gold Trust (BAR) in their 13F filings, down 5 from Q3 2024. 11 opened new positions and 13 sold out. The largest holders were Bank of America Corp. ($99.6M), Richard Bernstein Advisors LLC ($80.0M) and Envestnet Asset Management Inc. ($21.8M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.0M |
| Exits | 13 | $11.4M |
All 13F filers, Q3 2024 → Q4 2024: 1,136,616 shares bought and 1,304,001 shares sold, net −167,385 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 122 holders
| Bank of America Corp. | 0.01% | Reduce -3.3% | 3,847,020 | $99.6M |
| Richard Bernstein Advisors LLC | 1.81% | Reduce -2.3% | 3,091,364 | $80.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.8% | 840,860 | $21.8M |
| Royal Bank of Canada | 0.00% | Add +6.2% | 818,029 | $21.2M |
| LPL Financial LLC | 0.01% | Add +5.0% | 679,644 | $17.6M |
| Brandywine Oak Private Wealth LLC | 1.22% | Add +1.2% | 483,041 | $12.5M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -0.6% | 466,256 | $12.0M |
| Cambria Investment Management, L.P. | 0.66% | Reduce -7.8% | 420,687 | $10.9M |
| Lake Street Private Wealth, LLC | 1.69% | Add +10.7% | 406,568 | $10.5M |
| Cetera Investment Advisers | 0.02% | Reduce -1.1% | 340,451 | $8.8M |
| China Universal Asset Management Co., Ltd. | 0.76% | Add +100.0% | 312,000 | $8.1M |
| Columbus Macro, LLC | 1.04% | Add +173.3% | 289,381 | $7.5M |
| Renaissance Technologies | 0.01% | Add +76.8% | 285,200 | $7.4M |
| Stifel Financial Corp. | 0.01% | Reduce -3.6% | 266,436 | $6.9M |
| ALM First Financial Advisors, LLC | 1.38% | Add +11.4% | 233,165 | $5.9M |
| WCG Wealth Advisors LLC | 0.38% | Add +3.0% | 222,739 | $5.8M |
| MML Investors Services, LLC | 0.02% | Add +2.1% | 204,350 | $5.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -73.2% | 189,122 | $4.9M |
| Brendel Financial Advisors LLC | 2.32% | Reduce -1.4% | 148,001 | $3.8M |
| Captrust Financial Advisors | 0.01% | Add +7.0% | 137,266 | $3.6M |
| Jane Street Group, LLC | 0.01% | Add +29.1% | 126,649 | $3.3M |
| ETF Store, Inc. | 4.02% | Reduce -18.1% | 125,082 | $3.2M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Add +8.1% | 125,025 | $3.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +184.6% | 121,287 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +31.5% | 115,866 | $3.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -1.4% | 101,212 | $2.6M |
| Flow Traders U.S. LLC | 0.10% | Add +109.8% | 97,886 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Add +15.8% | 93,439 | $2.4M |
| Jackson Hole Capital Partners, LLC | 0.49% | Add +263.6% | 92,969 | $2.4M |
| Clear Point Advisors Inc. | 1.95% | Add +0.7% | 88,033 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +1.3% | 80,357 | $2.1M |
| AE Wealth Management LLC | 0.02% | Reduce -5.9% | 79,468 | $2.1M |
| Kades & Cheifetz LLC | 1.02% | Reduce -0.2% | 77,163 | $2.0M |
| Cherry Creek Investment Advisors, Inc. | 0.95% | Reduce -9.8% | 74,434 | $1.9M |
| Mason & Associates Inc | 0.42% | New | 68,822 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Add +17.3% | 66,281 | $1.7M |
| Morgan Stanley | 0.00% | Reduce -5.4% | 61,300 | $1.6M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -10.3% | 56,919 | $1.5M |
| Transcend Capital Advisors, LLC | 0.10% | Reduce -1.6% | 56,149 | $1.5M |
| Financial Guidance Group, Inc. | 0.74% | Reduce -11.1% | 52,523 | $1.4M |
| Virtu Financial LLC | 0.07% | Add +163.6% | 50,177 | $1.3M |
| Raymond James Financial Inc. | 0.00% | — | 49,205 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -2.9% | 45,585 | $1.3M |
| Inspirion Wealth Advisors, LLC | 0.14% | Add +12.8% | 39,665 | $1.0M |
| American Financial & Tax Strategies Inc. | 0.51% | Reduce -0.2% | 38,254 | $990K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.8% | 37,582 | $973K |
| Semus Wealth Partners LLC | 0.57% | Reduce -2.6% | 33,491 | $867K |
| NewEdge Advisors, LLC | 0.00% | Add +3.9% | 31,803 | $823K |
| BKM Wealth Management, LLC | 0.33% | Reduce -16.6% | 30,786 | $797K |
| HRT Financial LP | 0.00% | New | 30,735 | $795K |
| Ieq Capital, LLC | 0.01% | Reduce -24.2% | 30,228 | $783K |
| Smith, Moore & Co. | 0.07% | Add +9.1% | 28,890 | $748K |
| Eq LLC | 0.35% | No change | 28,696 | $743K |
| Atria Investments, Inc | 0.01% | Reduce -14.6% | 22,654 | $587K |
| Private Advisor Group, LLC | 0.00% | Reduce -10.8% | 22,380 | $579K |
| Almanack Investment Partners, LLC. | 0.08% | No change | 20,395 | $528K |
| PFG Advisors | 0.03% | No change | 19,762 | $512K |
| Citadel Advisors | 0.00% | New | 18,059 | $468K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +0.9% | 17,783 | $460K |
| Freestone Capital Holdings, LLC | 0.02% | No change | 17,764 | $460K |
| Ehrlich Financial Group | 0.32% | Add +0.3% | 17,217 | $446K |
| Principal Securities, Inc. | 0.01% | Reduce -1.0% | 17,105 | $443K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.4% | 16,327 | $423K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -3.1% | 16,238 | $420K |
| Essex Financial Services, Inc. | 0.03% | Reduce -6.0% | 16,187 | $419K |
| Denver Wealth Management, Inc. | 0.19% | Add +31.7% | 16,001 | $414K |
| TrinityPoint Wealth, LLC | 0.06% | Add +0.8% | 15,812 | $409K |
| Patron Partners, LLC | 0.21% | Reduce -0.4% | 15,080 | $390K |
| Choreo, LLC | 0.01% | Add +18.0% | 14,938 | $387K |
| Veltria Advisors Corp. | 0.16% | No change | 14,459 | $374K |
| Kraft, Davis & Associates, LLC | 0.10% | No change | 12,767 | $366K |
| Corient Private Wealth LP | 0.00% | Add +11.7% | 12,586 | $326K |
| Evanson Asset Management, LLC | 0.02% | No change | 12,204 | $316K |
| CLG LLC | 0.11% | — | 12,000 | $311K |
| Truist Financial Corp. | 0.00% | Add +1.9% | 11,831 | $306K |
| Beacon Financial Advisory LLC | 0.10% | No change | 11,563 | $299K |
| Townsquare Capital LLC | 0.00% | New | 11,057 | $286K |
| Western Wealth Management, LLC | 0.01% | No change | 10,825 | $280K |
| Cerity Partners LLC | 0.00% | No change | 10,725 | $278K |
| Redhawk Wealth Advisors, Inc. | 0.04% | No change | 10,668 | $276K |
| Comerica Bank | 0.00% | Reduce -0.5% | 10,092 | $261K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 9,952 | $258K |
| LexAurum Advisors, LLC | 0.05% | No change | 9,561 | $248K |
| Glen Eagle Advisors, LLC | 0.04% | No change | 9,176 | $238K |
| Financial Strategies Group, Inc. | 0.06% | No change | 8,916 | $237K |
| DMC Group, LLC | 0.19% | Reduce -2.8% | 9,125 | $236K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 9,084 | $235K |
| Creative Planning | 0.00% | Reduce -21.7% | 8,885 | $230K |
| Mgo One Seven LLC | 0.01% | Reduce -8.5% | 8,768 | $227K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 8,695 | $225K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.08% | Add +12.5% | 8,687 | $225K |
| Leo Wealth, LLC | 0.02% | Add +0.6% | 8,006 | $207K |
| Betterment LLC | 0.00% | New | 7,960 | $206K |
| Visionary Wealth Advisors | 0.01% | No change | 7,863 | $204K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +51.4% | 7,451 | $193K |
| Exchange Traded Concepts, LLC | 0.00% | New | 6,114 | $158K |
| Pineridge Advisors LLC | 0.06% | Add +14.5% | 5,780 | $150K |
| Wells Fargo & Company | 0.00% | Add +74.6% | 5,043 | $131K |
| Investment Management Corp. /Va/ | 0.11% | — | 4,926 | $128K |
| IFP Advisors, Inc | 0.00% | Reduce -7.6% | 4,744 | $123K |
"% of holder's portfolio" is BAR's weight in each manager's 13F, not the share of Graniteshares Gold Trust the manager owns.