Graniteshares Gold TrustBARETF

13F holders, Q3 2025 (September 30)
157holders +23
33new positions
9sold out
2famous investors
$38.11avg. 13F price*

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

050100150200 Q1 2024: 118Q1 2024Q2 2024: 126Q2 2024Q3 2024: 127Q3 2024Q4 2024: 122Q4 2024Q1 2025: 127Q1 2025Q2 2025: 134Q2 2025Q3 2025: 157Q3 2025Q4 2025: 171Q4 2025Q1 2026: 176Q1 2026Q2 2026: 171Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions33$23.4M
Exits9$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.

Show all 157 holders