Graniteshares Gold TrustBARETF
13F holders, Q1 2025 (March 31)127holders +5
19new positions
12sold out
2famous investors
$30.81avg. 13F price*
At the end of Q1 2025, 127 institutions reported holding Graniteshares Gold Trust (BAR) in their 13F filings, up 5 from Q4 2024. 19 opened new positions and 12 sold out. The largest holders were Bank of America Corp. ($108.5M), Richard Bernstein Advisors LLC ($90.5M) and Envestnet Asset Management Inc. ($26.0M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $14.6M |
| Exits | 12 | $11.7M |
All 13F filers, Q4 2024 → Q1 2025: 1,332,279 shares bought and 1,329,870 shares sold, net +2,409 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 127 holders
| Bank of America Corp. | 0.01% | Reduce -8.5% | 3,518,867 | $108.5M |
| Richard Bernstein Advisors LLC | 2.19% | Reduce -5.0% | 2,935,795 | $90.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.4% | 844,237 | $26.0M |
| Royal Bank of Canada | 0.01% | Reduce -2.6% | 796,686 | $24.6M |
| LPL Financial LLC | 0.01% | Add +0.2% | 680,781 | $21.0M |
| Renaissance Technologies | 0.03% | Add +96.3% | 559,700 | $17.3M |
| Brandywine Oak Private Wealth LLC | 1.47% | Add +0.6% | 485,763 | $15.0M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -3.5% | 450,088 | $13.9M |
| Lake Street Private Wealth, LLC | 2.03% | Reduce -1.0% | 402,345 | $12.4M |
| Cambria Investment Management, L.P. | 0.83% | Reduce -8.4% | 385,300 | $11.9M |
| Cetera Investment Advisers | 0.02% | Add +6.8% | 363,492 | $11.2M |
| Columbus Macro, LLC | 1.20% | Add +1.9% | 294,831 | $9.1M |
| China Universal Asset Management Co., Ltd. | 0.77% | Reduce -13.8% | 269,000 | $8.3M |
| Stifel Financial Corp. | 0.01% | Reduce -3.1% | 258,152 | $8.0M |
| Raymond James Financial Inc. | 0.00% | Add +354.1% | 223,435 | $6.9M |
| ALM First Financial Advisors, LLC | 1.56% | Add +0.1% | 233,353 | $6.8M |
| MML Investors Services, LLC | 0.02% | Add +4.1% | 212,713 | $6.6M |
| Captrust Financial Advisors | 0.01% | Add +12.2% | 154,061 | $4.8M |
| Brendel Financial Advisors LLC | 2.81% | Add +1.2% | 149,725 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Add +83.2% | 147,208 | $4.5M |
| U.S. Capital Wealth Advisors, LLC | 0.14% | Add +14.2% | 142,724 | $4.4M |
| JPMorgan Chase & Co. | 0.00% | Add +89.5% | 125,625 | $3.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +0.5% | 121,948 | $3.8M |
| ETF Store, Inc. | 4.60% | Reduce -2.8% | 121,552 | $3.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.4% | 119,837 | $3.7M |
| Ibex Wealth Advisors | 0.49% | New | 119,563 | $3.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +12.4% | 113,792 | $3.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -42.5% | 108,723 | $3.4M |
| Mason & Associates Inc | 0.82% | Add +56.0% | 107,384 | $3.3M |
| Nations Financial Group Inc, /Ia/ | 0.24% | New | 103,276 | $3.2M |
| Morgan Stanley | 0.00% | Add +61.6% | 99,075 | $3.1M |
| Clear Point Advisors Inc. | 2.68% | Add +9.7% | 96,526 | $3.0M |
| AE Wealth Management LLC | 0.02% | Reduce -0.3% | 79,237 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -16.3% | 78,254 | $2.4M |
| Cherry Creek Investment Advisors, Inc. | 1.22% | Add +2.2% | 76,094 | $2.3M |
| Citadel Advisors | 0.00% | Add +315.9% | 75,105 | $2.3M |
| Capital Advisory Group Advisory Services, LLC | 0.88% | New | 74,606 | $2.3M |
| Jackson Hole Capital Partners, LLC | 0.43% | Reduce -23.6% | 71,069 | $2.2M |
| Prime Capital Investment Advisors, LLC | 0.02% | New | 60,450 | $1.9M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -1.7% | 55,955 | $1.7M |
| Transcend Capital Advisors, LLC | 0.12% | Reduce -3.5% | 54,161 | $1.7M |
| Financial Guidance Group, Inc. | 0.85% | Reduce -2.6% | 51,141 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +19.1% | 44,750 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -3.2% | 44,106 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -67.5% | 41,122 | $1.3M |
| Inspirion Wealth Advisors, LLC | 0.17% | Add +0.9% | 40,015 | $1.2M |
| American Financial & Tax Strategies Inc. | 0.61% | Reduce -3.1% | 37,071 | $1.1M |
| Semus Wealth Partners LLC | 0.72% | Reduce -0.3% | 33,384 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Add +0.8% | 32,066 | $989K |
| Virtue Capital Management, LLC | 0.11% | New | 31,632 | $975K |
| Smith, Moore & Co. | 0.09% | Add +4.4% | 30,159 | $930K |
| Eq LLC | 0.40% | Reduce -4.2% | 27,493 | $848K |
| BKM Wealth Management, LLC | 0.29% | Reduce -24.6% | 23,217 | $716K |
| Atria Investments, Inc | 0.01% | Reduce -6.3% | 21,234 | $655K |
| Corient Private Wealth LP | 0.00% | Add +60.3% | 20,171 | $622K |
| PFG Advisors | 0.03% | Reduce -7.1% | 18,352 | $566K |
| Almanack Investment Partners, LLC. | 0.11% | Reduce -10.2% | 18,310 | $565K |
| Jaffetilchin Investment Partners, LLC | 0.04% | No change | 17,783 | $548K |
| Freestone Capital Holdings, LLC | 0.02% | No change | 17,764 | $548K |
| Ehrlich Financial Group | 0.38% | Reduce -0.8% | 17,078 | $527K |
| Essex Financial Services, Inc. | 0.04% | Add +0.3% | 16,237 | $501K |
| Denver Wealth Management, Inc. | 0.23% | No change | 16,001 | $493K |
| Private Advisor Group, LLC | 0.00% | Reduce -31.0% | 15,440 | $476K |
| Choreo, LLC | 0.01% | No change | 14,938 | $461K |
| Mgo One Seven LLC | 0.02% | Add +65.5% | 14,512 | $448K |
| Principal Securities, Inc. | 0.01% | No change | 17,105 | $443K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -13.7% | 14,094 | $435K |
| Kraft, Davis & Associates, LLC | 0.14% | No change | 12,767 | $425K |
| Patron Partners, LLC | 0.23% | Reduce -8.7% | 13,772 | $425K |
| Kingsview Wealth Management, LLC | 0.01% | New | 13,669 | $422K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +83.2% | 13,647 | $421K |
| Advisor Resource Council | 0.03% | New | 13,463 | $381K |
| Evanson Asset Management, LLC | 0.03% | No change | 12,204 | $376K |
| CLG LLC | 0.13% | No change | 12,000 | $370K |
| Truist Financial Corp. | 0.00% | Reduce -1.5% | 11,657 | $360K |
| Beacon Financial Advisory LLC | 0.11% | No change | 11,563 | $357K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Add +3.4% | 11,031 | $340K |
| Western Wealth Management, LLC | 0.02% | No change | 10,825 | $334K |
| Cerity Partners LLC | 0.00% | No change | 10,725 | $331K |
| Glen Eagle Advisors, LLC | 0.05% | Add +15.3% | 10,576 | $326K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +0.7% | 10,019 | $309K |
| Blue Trust, Inc. | 0.00% | Add +137.6% | 9,897 | $305K |
| LexAurum Advisors, LLC | 0.06% | Add +1.8% | 9,733 | $300K |
| DMC Group, LLC | 0.24% | Add +5.1% | 9,588 | $296K |
| Townsquare Capital LLC | 0.00% | Reduce -15.1% | 9,383 | $289K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 9,084 | $280K |
| Comerica Bank | 0.00% | Reduce -10.4% | 9,037 | $279K |
| Creative Planning | 0.00% | Reduce -0.0% | 8,883 | $274K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 8,695 | $268K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.10% | No change | 8,687 | $268K |
| Inscription Capital, LLC | 0.04% | — | 11,224 | $246K |
| Visionary Wealth Advisors | 0.01% | No change | 7,863 | $242K |
| Financial Strategies Group, Inc. | 0.06% | Reduce -17.7% | 7,338 | $234K |
| Moloney Securities Asset Management, LLC | 0.03% | New | 7,475 | $231K |
| Wells Fargo & Company | 0.00% | Add +42.9% | 7,206 | $222K |
| GWN Securities Inc. | 0.01% | New | 7,052 | $221K |
| CreativeOne Wealth, LLC | 0.01% | New | 7,030 | $217K |
| HBW Advisory Services LLC | 0.03% | New | 6,878 | $212K |
| HRT Financial LP | 0.00% | Reduce -78.0% | 6,753 | $208K |
| Castle Rock Wealth Management, LLC | 0.06% | New | 6,715 | $206K |
| Institute for Wealth Management, LLC. | 0.03% | New | 6,630 | $204K |
| Arax Advisory Partners | 0.01% | New | 6,065 | $187K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -9.4% | 5,539 | $171K |
| Pineridge Advisors LLC | 0.07% | Reduce -4.8% | 5,502 | $170K |
| Investment Management Corp. /Va/ | 0.14% | No change | 4,926 | $152K |
| BNP Paribas Financial Markets | 0.00% | New | 4,848 | $150K |
| IFP Advisors, Inc | 0.00% | No change | 4,744 | $146K |
| Farther Finance Advisors, LLC | 0.00% | Add +85.8% | 2,817 | $87K |
| Harbour Investments, Inc. | 0.00% | Add +3.0% | 2,722 | $84K |
| Sound Income Strategies, LLC | 0.00% | Add +343.1% | 2,548 | $79K |
| FMR LLC | 0.00% | Add +19.9% | 2,505 | $77K |
| TCTC Holdings, LLC | 0.00% | No change | 1,517 | $47K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,317 | $41K |
| CoreCap Advisors, LLC | 0.00% | Reduce -0.4% | 1,246 | $38K |
| SVB Wealth LLC | 0.00% | New | 1,232 | $38K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 1,172 | $36K |
| WFA Asset Management Corp | 0.02% | New | 1,500 | $33K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 933 | $29K |
| Hollencrest Capital Management | 0.00% | No change | 890 | $27K |
| Cwm, LLC | 0.00% | No change | 541 | $17K |
| Brooklyn Investment Group | 0.00% | No change | 494 | $15K |
| Cypress Capital Management LLC (WY) | 0.02% | No change | 485 | $15K |
| Sunbelt Securities, Inc. | 0.00% | No change | 325 | $10K |
| Lanark Financial, Inc. | 0.00% | — | 219 | $6K |
| TD Waterhouse Canada Inc. | 0.00% | New | 100 | $3K |
| Signaturefd, LLC | 0.00% | No change | 91 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 35 | $1K |
"% of holder's portfolio" is BAR's weight in each manager's 13F, not the share of Graniteshares Gold Trust the manager owns.