Graniteshares Gold TrustBARETF
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 157 institutions reported holding Graniteshares Gold Trust (BAR) in their 13F filings, up 23 from Q2 2025. 33 opened new positions and 9 sold out. The largest holders were Bank of America Corp. ($100.7M), Richard Bernstein Advisors LLC ($86.4M) and Envestnet Asset Management Inc. ($27.3M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $23.4M |
| Exits | 9 | $3.5M |
All 13F filers, Q2 2025 → Q3 2025: 1,304,913 shares bought and 1,648,091 shares sold, net −343,178 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 157 holders
| Bank of America Corp. | 0.01% | Reduce -17.3% | 2,645,855 | $100.7M |
| Richard Bernstein Advisors LLC | 2.46% | Reduce -17.5% | 2,230,019 | $86.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -6.5% | 717,638 | $27.3M |
| Royal Bank of Canada | 0.00% | Reduce -1.4% | 686,885 | $26.1M |
| LPL Financial LLC | 0.01% | Add +5.2% | 679,244 | $25.9M |
| Rockefeller Capital Management L.P. | 0.03% | Add +1.1% | 449,861 | $17.1M |
| Brandywine Oak Private Wealth LLC | 1.45% | Reduce -0.6% | 437,075 | $16.6M |
| Ausdal Financial Partners, Inc. | 0.76% | Add +116.6% | 408,045 | $15.5M |
| Lake Street Private Wealth, LLC | 1.98% | Add +0.2% | 401,057 | $15.3M |
| Cetera Investment Advisers | 0.01% | Reduce -7.3% | 313,852 | $11.9M |
| Cambria Investment Management, L.P. | 0.71% | Add +0.5% | 308,933 | $11.8M |
| China Universal Asset Management Co., Ltd. | 0.95% | No change | 303,000 | $11.5M |
| Advyzon Investment Management, LLC | 1.90% | Reduce -9.7% | 291,545 | $11.1M |
| Osaic Holdings, Inc. | 0.02% | Add +101.7% | 297,747 | $10.9M |
| Columbus Macro, LLC | 1.18% | Add +0.6% | 271,292 | $10.3M |
| MML Investors Services, LLC | 0.03% | Add +20.0% | 259,276 | $9.9M |
| Stifel Financial Corp. | 0.01% | Reduce -2.1% | 223,254 | $8.5M |
| ALM First Financial Advisors, LLC | 1.70% | No change | 233,353 | $8.4M |
| Maridea Wealth Management LLC | 1.24% | Reduce -7.3% | 184,185 | $8.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -27.2% | 198,955 | $7.6M |
| Bank of New York Mellon Corp | 0.00% | Add +21.1% | 191,831 | $7.3M |
| a16z Perennial Management, L.P. | 0.55% | New | 181,946 | $6.9M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +1.9% | 162,016 | $6.2M |
| Nations Financial Group Inc, /Ia/ | 0.36% | Reduce -32.5% | 153,488 | $5.8M |
| U.S. Capital Wealth Advisors, LLC | 0.15% | Add +0.4% | 150,510 | $5.7M |
| Brendel Financial Advisors LLC | 2.91% | Reduce -1.5% | 149,063 | $5.7M |
| Mason & Associates Inc | 1.13% | Add +22.0% | 147,000 | $5.6M |
| Captrust Financial Advisors | 0.01% | Reduce -1.4% | 142,957 | $5.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.9% | 123,294 | $4.7M |
| ETF Store, Inc. | 4.93% | Add +2.0% | 122,075 | $4.6M |
| Empowered Funds, LLC | 0.05% | New | 121,923 | $4.6M |
| Capital Advisory Group Advisory Services, LLC | 1.25% | Add +35.7% | 105,572 | $4.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -4.8% | 99,684 | $3.8M |
| Clear Point Advisors Inc. | 2.77% | Reduce -3.6% | 93,616 | $3.6M |
| Renaissance Technologies | 0.00% | Reduce -43.6% | 87,500 | $3.3M |
| Cherry Creek Investment Advisors, Inc. | 1.28% | Add +0.9% | 77,946 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Add +2.1% | 74,336 | $2.8M |
| Jackson Hole Capital Partners, LLC | 0.46% | No change | 71,069 | $2.7M |
| AE Wealth Management LLC | 0.02% | Add +3.5% | 69,589 | $2.6M |
| Morgan Stanley | 0.00% | Reduce -1.4% | 64,275 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +37.2% | 61,298 | $2.3M |
| FSA Investment Group, LLC | 1.37% | New | 57,814 | $2.2M |
| Farther Finance Advisors, LLC | 0.03% | Add +1574.5% | 52,494 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +19.3% | 52,069 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | New | 50,283 | $1.9M |
| Elevation Point Wealth Partners, LLC | 0.11% | New | 42,383 | $1.6M |
| American Financial & Tax Strategies Inc. | 0.68% | Reduce -0.8% | 35,631 | $1.4M |
| Ibex Wealth Advisors | 0.13% | Reduce -1.9% | 35,234 | $1.3M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -0.8% | 34,035 | $1.3M |
| Semus Wealth Partners LLC | 0.71% | Reduce -1.5% | 32,897 | $1.3M |
| Smith, Moore & Co. | 0.09% | Add +0.1% | 30,890 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +91.3% | 30,744 | $1.2M |
| BKM Wealth Management, LLC | 0.43% | Add +6.4% | 30,361 | $1.2M |
| J Hagan Capital, Inc. | 0.70% | Reduce -13.0% | 30,328 | $1.2M |
| Financial Guidance Group, Inc. | 0.50% | Reduce -0.7% | 29,297 | $1.1M |
| Mgo One Seven LLC | 0.02% | Add +100.3% | 27,866 | $1.1M |
| Eq LLC | 0.35% | Reduce -0.2% | 27,442 | $1.0M |
| Flow Traders U.S. LLC | 0.04% | New | 25,522 | $971K |
| Inspirion Wealth Advisors, LLC | 0.13% | Reduce -22.5% | 35,165 | $913K |
| JPMorgan Chase & Co. | 0.00% | Reduce -74.1% | 21,619 | $823K |
| Tactive Advisors, LLC | 0.20% | Reduce -7.3% | 18,652 | $710K |
| Atria Investments, Inc | 0.01% | Reduce -10.8% | 18,441 | $702K |
| PFG Advisors | 0.03% | No change | 18,352 | $698K |
| Freestone Capital Holdings, LLC | 0.02% | No change | 17,764 | $676K |
| Almanack Investment Partners, LLC. | 0.10% | No change | 17,325 | $659K |
| Choreo, LLC | 0.01% | No change | 17,239 | $656K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +16.0% | 17,207 | $655K |
| Jaffetilchin Investment Partners, LLC | 0.04% | No change | 17,067 | $650K |
| Private Advisor Group, LLC | 0.00% | Add +13.7% | 17,004 | $647K |
| DMC Group, LLC | 0.43% | Add +37.1% | 16,233 | $618K |
| Essex Financial Services, Inc. | 0.04% | Reduce -0.9% | 15,481 | $589K |
| Corient Private Wealth LP | 0.00% | Reduce -28.8% | 14,699 | $559K |
| Denver Wealth Management, Inc. | 0.20% | Reduce -12.7% | 14,241 | $542K |
| IHT Wealth Management, LLC | 0.01% | Reduce -11.9% | 14,111 | $537K |
| Creative Planning | 0.00% | Reduce -4.0% | 14,000 | $533K |
| Ehrlich Financial Group | 0.31% | Reduce -13.5% | 13,904 | $529K |
| Jane Street Group, LLC | 0.00% | New | 13,500 | $514K |
| Kraft, Davis & Associates, LLC | 0.12% | No change | 12,767 | $499K |
| Armstrong Advisory Group, Inc. | 0.03% | New | 12,992 | $494K |
| Investor's Fiduciary Advisor Network, LLC | 0.17% | New | 12,943 | $492K |
| Wells Fargo & Company | 0.00% | Add +2.6% | 12,493 | $475K |
| Evanson Asset Management, LLC | 0.03% | No change | 12,204 | $464K |
| Patron Partners, LLC | 0.21% | Reduce -5.8% | 12,085 | $460K |
| CLG LLC | 0.12% | No change | 12,000 | $457K |
| Beacon Financial Advisory LLC | 0.10% | No change | 11,563 | $440K |
| Portfolio Strategies, Inc. | 0.05% | New | 11,313 | $431K |
| Crew Capital Management, Ltd | 0.29% | Add +7.3% | 11,258 | $428K |
| Redhawk Wealth Advisors, Inc. | 0.05% | No change | 11,031 | $420K |
| Coastal Bridge Advisors, LLC | 0.03% | Reduce -1.7% | 10,944 | $417K |
| Cerity Partners LLC | 0.00% | No change | 10,725 | $408K |
| Evoke Wealth, LLC | 0.01% | No change | 10,612 | $404K |
| Truist Financial Corp. | 0.00% | Reduce -7.4% | 10,394 | $396K |
| LexAurum Advisors, LLC | 0.06% | Add +6.3% | 10,351 | $394K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -10.4% | 10,279 | $391K |
| HBW Advisory Services LLC | 0.04% | Add +10.0% | 9,941 | $378K |
| Institute for Wealth Management, LLC. | 0.04% | Add +40.4% | 9,531 | $363K |
| Lido Advisors, LLC | 0.00% | Add +48.8% | 9,341 | $356K |
| Glen Eagle Advisors, LLC | 0.05% | Reduce -13.2% | 9,176 | $349K |
| Western Wealth Management, LLC | 0.02% | Reduce -10.3% | 9,165 | $349K |
| Blue Trust, Inc. | 0.00% | Reduce -8.8% | 9,135 | $348K |
"% of holder's portfolio" is BAR's weight in each manager's 13F, not the share of Graniteshares Gold Trust the manager owns.