Graniteshares Gold TrustBARETF
13F holders, Q2 2025 (June 30)134holders +7
19new positions
13sold out
1famous investor
$32.62avg. 13F price*
At the end of Q2 2025, 134 institutions reported holding Graniteshares Gold Trust (BAR) in their 13F filings, up 7 from Q1 2025. 19 opened new positions and 13 sold out. The largest holders were Bank of America Corp. ($104.4M), Richard Bernstein Advisors LLC ($88.2M) and Envestnet Asset Management Inc. ($25.0M). 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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $29.4M |
| Exits | 13 | $9.1M |
All 13F filers, Q1 2025 → Q2 2025: 1,275,748 shares bought and 1,965,162 shares sold, net −689,414 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 134 holders
| Bank of America Corp. | 0.01% | Reduce -9.1% | 3,199,277 | $104.4M |
| Richard Bernstein Advisors LLC | 2.18% | Reduce -7.9% | 2,703,358 | $88.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -9.1% | 767,379 | $25.0M |
| Royal Bank of Canada | 0.00% | Reduce -12.5% | 696,903 | $22.7M |
| LPL Financial LLC | 0.01% | Reduce -5.1% | 646,000 | $21.1M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -1.1% | 445,034 | $14.5M |
| Brandywine Oak Private Wealth LLC | 1.33% | Reduce -9.5% | 439,760 | $14.4M |
| Lake Street Private Wealth, LLC | 1.87% | Reduce -0.5% | 400,189 | $13.1M |
| Cetera Investment Advisers | 0.02% | Reduce -6.9% | 338,427 | $11.0M |
| Advyzon Investment Management, LLC | 2.33% | New | 322,782 | $10.5M |
| Cambria Investment Management, L.P. | 0.68% | Reduce -20.2% | 307,471 | $10.0M |
| China Universal Asset Management Co., Ltd. | 0.93% | Add +12.6% | 303,000 | $9.9M |
| Raymond James Financial Inc. | 0.00% | Add +22.3% | 273,161 | $8.9M |
| Columbus Macro, LLC | 1.08% | Reduce -8.5% | 269,821 | $8.8M |
| Stifel Financial Corp. | 0.01% | Reduce -11.7% | 228,073 | $7.4M |
| Nations Financial Group Inc, /Ia/ | 0.51% | Add +120.3% | 227,510 | $7.4M |
| ALM First Financial Advisors, LLC | 1.57% | No change | 233,353 | $7.2M |
| MML Investors Services, LLC | 0.02% | Add +1.6% | 216,038 | $7.1M |
| Maridea Wealth Management LLC | 1.69% | New | 198,800 | $6.5M |
| Ausdal Financial Partners, Inc. | 0.41% | New | 188,363 | $6.1M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +39.8% | 159,074 | $5.2M |
| Bank of New York Mellon Corp | 0.00% | Add +45.7% | 158,366 | $5.2M |
| Renaissance Technologies | 0.01% | Reduce -72.3% | 155,100 | $5.1M |
| Brendel Financial Advisors LLC | 2.77% | Add +1.0% | 151,280 | $4.9M |
| U.S. Capital Wealth Advisors, LLC | 0.14% | Add +5.0% | 149,864 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Add +0.3% | 147,624 | $4.8M |
| Captrust Financial Advisors | 0.01% | Reduce -5.9% | 145,013 | $4.7M |
| Mason & Associates Inc | 0.91% | Add +12.2% | 120,517 | $3.9M |
| ETF Store, Inc. | 4.53% | Reduce -1.5% | 119,727 | $3.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.0% | 118,636 | $3.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -14.1% | 104,755 | $3.4M |
| Clear Point Advisors Inc. | 2.62% | Add +0.6% | 97,126 | $3.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -33.7% | 83,329 | $2.7M |
| Capital Advisory Group Advisory Services, LLC | 0.91% | Add +4.3% | 77,820 | $2.5M |
| Cherry Creek Investment Advisors, Inc. | 1.18% | Add +1.5% | 77,228 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -7.0% | 72,806 | $2.4M |
| Jackson Hole Capital Partners, LLC | 0.43% | No change | 71,069 | $2.3M |
| AE Wealth Management LLC | 0.02% | Reduce -15.2% | 67,209 | $2.2M |
| Morgan Stanley | 0.00% | Reduce -34.2% | 65,177 | $2.1M |
| Inspirion Wealth Advisors, LLC | 0.20% | Add +13.4% | 45,365 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.1% | 44,685 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.1% | 43,631 | $1.4M |
| Defined Financial Planning LLC | 1.22% | New | 41,930 | $1.4M |
| American Financial & Tax Strategies Inc. | 0.61% | Reduce -3.1% | 35,911 | $1.2M |
| Ibex Wealth Advisors | 0.13% | Reduce -70.0% | 35,905 | $1.2M |
| J Hagan Capital, Inc. | 0.79% | New | 34,845 | $1.2M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -38.7% | 34,317 | $1.1M |
| Semus Wealth Partners LLC | 0.71% | No change | 33,384 | $1.1M |
| Virtue Capital Management, LLC | 0.20% | Add +5.2% | 33,281 | $1.1M |
| Smith, Moore & Co. | 0.08% | Add +2.3% | 30,859 | $1.0M |
| Financial Guidance Group, Inc. | 0.47% | Reduce -42.3% | 29,503 | $963K |
| BKM Wealth Management, LLC | 0.36% | Add +22.9% | 28,536 | $931K |
| Eq LLC | 0.35% | No change | 27,493 | $897K |
| Atria Investments, Inc | 0.01% | Reduce -2.6% | 20,679 | $675K |
| Corient Private Wealth LP | 0.00% | Add +2.4% | 20,651 | $674K |
| Tactive Advisors, LLC | 0.21% | — | 20,115 | $657K |
| PFG Advisors | 0.03% | No change | 18,352 | $599K |
| Freestone Capital Holdings, LLC | 0.02% | No change | 17,764 | $580K |
| Almanack Investment Partners, LLC. | 0.09% | Reduce -5.4% | 17,325 | $565K |
| Choreo, LLC | 0.01% | Add +15.4% | 17,239 | $563K |
| Leo Wealth, LLC | 0.04% | New | 16,907 | $562K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Reduce -4.0% | 17,067 | $557K |
| Denver Wealth Management, Inc. | 0.22% | Add +1.9% | 16,307 | $532K |
| NewEdge Advisors, LLC | 0.00% | Reduce -49.9% | 16,074 | $525K |
| Ehrlich Financial Group | 0.34% | Reduce -5.9% | 16,066 | $524K |
| IHT Wealth Management, LLC | 0.01% | New | 16,021 | $523K |
| Quadrature Capital Ltd | 0.01% | New | 15,707 | $513K |
| Essex Financial Services, Inc. | 0.03% | Reduce -3.8% | 15,627 | $510K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.1% | 14,960 | $488K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.7% | 14,830 | $484K |
| Creative Planning | 0.00% | Add +64.1% | 14,576 | $476K |
| Mgo One Seven LLC | 0.01% | Reduce -4.2% | 13,910 | $454K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.2% | 13,642 | $445K |
| HRT Financial LP | 0.00% | Add +92.9% | 13,025 | $425K |
| Patron Partners, LLC | 0.21% | Reduce -6.9% | 12,824 | $419K |
| Kraft, Davis & Associates, LLC | 0.11% | No change | 12,767 | $418K |
| Principal Securities, Inc. | 0.01% | Reduce -25.6% | 12,719 | $415K |
| Evanson Asset Management, LLC | 0.02% | No change | 12,204 | $398K |
| Wells Fargo & Company | 0.00% | Add +69.0% | 12,180 | $398K |
| CLG LLC | 0.12% | No change | 12,000 | $392K |
| DMC Group, LLC | 0.30% | Add +23.5% | 11,840 | $386K |
| Beacon Financial Advisory LLC | 0.10% | No change | 11,563 | $377K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -18.6% | 11,467 | $374K |
| Truist Financial Corp. | 0.00% | Reduce -3.7% | 11,227 | $366K |
| Coastal Bridge Advisors, LLC | 0.03% | New | 11,134 | $363K |
| Redhawk Wealth Advisors, Inc. | 0.05% | No change | 11,031 | $360K |
| Cerity Partners LLC | 0.00% | No change | 10,725 | $350K |
| Reyes Financial Architecture, Inc. | 0.30% | New | 10,630 | $347K |
| Evoke Wealth, LLC | 0.01% | New | 10,612 | $346K |
| Glen Eagle Advisors, LLC | 0.05% | No change | 10,576 | $345K |
| Crew Capital Management, Ltd | 0.25% | New | 10,493 | $342K |
| Western Wealth Management, LLC | 0.02% | Reduce -5.6% | 10,215 | $333K |
| Blue Trust, Inc. | 0.00% | Add +1.3% | 10,021 | $327K |
| LexAurum Advisors, LLC | 0.05% | No change | 9,733 | $318K |
| HBW Advisory Services LLC | 0.04% | Add +31.4% | 9,034 | $295K |
| Comerica Bank | 0.00% | Reduce -2.7% | 8,797 | $287K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 8,695 | $284K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.09% | No change | 8,687 | $284K |
| Visionary Wealth Advisors | 0.01% | No change | 7,863 | $257K |
| Moloney Securities Asset Management, LLC | 0.03% | Add +3.7% | 7,750 | $253K |
"% of holder's portfolio" is BAR's weight in each manager's 13F, not the share of Graniteshares Gold Trust the manager owns.