Graniteshares Gold TrustBARETF

13F holders, Q4 2025 (December 31)
171holders +14
22new positions
11sold out
1famous investor
$42.47avg. 13F price*

At the end of Q4 2025, 171 institutions reported holding Graniteshares Gold Trust (BAR) in their 13F filings, up 14 from Q3 2025. 22 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($109.9M), Richard Bernstein Advisors LLC ($93.3M) and Bank of New York Mellon Corp ($29.7M). 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

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions22$7.8M
Exits11$1.4M

All 13F filers, Q3 2025 → Q4 2025: 1,307,166 shares bought and 636,739 shares sold, net +670,427 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 171 holders

Bank of America Corp. 0.01% Reduce -2.2% 2,586,633 $109.9M
Richard Bernstein Advisors LLC 2.74% Reduce -1.5% 2,196,094 $93.3M
Bank of New York Mellon Corp 0.01% Add +264.2% 698,687 $29.7M
Envestnet Asset Management Inc. 0.01% Reduce -4.1% 688,467 $29.3M
Royal Bank of Canada 0.00% Reduce -13.1% 596,903 $25.4M
LPL Financial LLC 0.01% Reduce -23.4% 520,174 $22.1M
Rockefeller Capital Management L.P. 0.04% Add +3.1% 463,694 $19.7M
Advyzon Investment Management, LLC 2.23% Add +55.0% 451,967 $19.2M
Brandywine Oak Private Wealth LLC 1.53% Reduce -2.1% 427,952 $18.2M
Ausdal Financial Partners, Inc. 0.83% Add +3.2% 421,091 $17.9M
Lake Street Private Wealth, LLC 2.12% Add +1.3% 406,447 $17.3M
Cetera Investment Advisers 0.01% Reduce -1.8% 308,096 $13.1M
China Universal Asset Management Co., Ltd. 0.99% No change 303,000 $12.9M
Osaic Holdings, Inc. 0.02% Reduce -1.9% 292,197 $12.4M
Cambria Investment Management, L.P. 0.70% Reduce -8.9% 281,487 $12.0M
MML Investors Services, LLC 0.03% Add +4.8% 271,792 $11.5M
Columbus Macro, LLC 1.22% Reduce -3.2% 262,670 $11.2M
ALM First Financial Advisors, LLC 1.87% No change 233,353 $9.4M
Maridea Wealth Management LLC 1.38% Add +16.7% 214,922 $9.1M
Empowered Funds, LLC 0.15% Add +66.3% 202,754 $8.6M
Stifel Financial Corp. 0.01% Reduce -10.2% 200,428 $8.5M
Raymond James Financial Inc. 0.00% Reduce -0.9% 197,144 $8.4M
a16z Perennial Management, L.P. 0.61% No change 181,946 $7.7M
Mason & Associates Inc 1.37% Add +16.4% 171,185 $7.3M
Steward Partners Investment Advisory, LLC 0.04% Add +1.5% 164,474 $7.0M
Nations Financial Group Inc, /Ia/ 0.36% Add +3.6% 159,045 $6.8M
Capital Advisory Group Advisory Services, LLC 1.92% Add +45.7% 153,843 $6.5M
Brendel Financial Advisors LLC 3.10% Reduce -0.6% 148,130 $6.3M
Captrust Financial Advisors 0.01% Reduce -1.6% 140,717 $6.0M
U.S. Capital Wealth Advisors, LLC 0.15% Reduce -9.2% 136,674 $5.8M
ETF Store, Inc. 4.92% Reduce -7.0% 113,498 $4.8M
Commonwealth Equity Services, LLC 0.01% Reduce -18.1% 100,986 $4.3M
Renaissance Technologies 0.01% Add +15.1% 100,700 $4.3M
Clear Point Advisors Inc. 3.00% Reduce -2.8% 90,971 $3.9M
Susquehanna International Group, LLP 0.01% Add +80.4% 90,692 $3.9M
Mercer Global Advisors Inc. 0.01% Reduce -19.0% 80,729 $3.4M
Cherry Creek Investment Advisors, Inc. 1.41% Reduce -0.5% 77,575 $3.3M
Core Wealth Advisors, LLC 2.47% — 73,730 $3.1M
Jackson Hole Capital Partners, LLC 0.52% Reduce -0.2% 70,950 $3.0M
HighTower Advisors, LLC 0.00% Reduce -7.1% 69,087 $2.9M
Flow Traders U.S. LLC 0.10% Add +167.4% 68,245 $2.9M
AE Wealth Management LLC 0.02% Reduce -2.7% 67,736 $2.9M
Morgan Stanley 0.00% Add +3.4% 66,432 $2.8M
JPMorgan Chase & Co. 0.00% Add +185.6% 61,737 $2.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -3.7% 59,053 $2.5M
FSA Investment Group, LLC 1.51% Add +1.0% 58,404 $2.5M
Sanctuary Advisors, LLC 0.01% Reduce -1.5% 51,272 $2.2M
NewEdge Advisors, LLC 0.01% Add +51.6% 46,616 $2.0M
Farther Finance Advisors, LLC 0.02% Reduce -14.3% 44,970 $1.9M
Elevation Point Wealth Partners, LLC 0.09% Add +0.3% 42,497 $1.8M
Vestmark Advisory Solutions, Inc. 0.02% New 42,497 $1.8M
Inspirion Wealth Advisors, LLC 0.21% Add +15.0% 40,445 $1.7M
Oppenheimer & Co. Inc. 0.02% New 36,691 $1.6M
Virtue Capital Management, LLC 0.24% Add +263.0% 36,302 $1.5M
Ibex Wealth Advisors 0.14% Reduce -2.0% 34,534 $1.5M
Aptus Capital Advisors, LLC 0.01% Reduce -0.1% 33,992 $1.4M
Semus Wealth Partners LLC 0.75% Reduce -0.2% 32,844 $1.4M
American Financial & Tax Strategies Inc. 0.69% Reduce -8.3% 32,678 $1.4M
Smith, Moore & Co. 0.10% Reduce -1.1% 30,565 $1.3M
Financial Guidance Group, Inc. 0.50% Reduce -1.1% 28,969 $1.2M
Eq LLC 0.33% Reduce -1.0% 27,178 $1.2M
BKM Wealth Management, LLC 0.42% Reduce -11.2% 26,966 $1.1M
Tactive Advisors, LLC 0.31% Add +32.5% 24,723 $1.1M
DMC Group, LLC 0.66% Add +42.4% 23,115 $982K
Leo Wealth, LLC 0.07% New 23,064 $980K
Choreo, LLC 0.01% Add +13.9% 19,644 $840K
Northwestern Mutual Wealth Management Co. 0.00% Add +14.5% 19,708 $837K
Journey Retirement Planning & Investment Management LLC 0.17% — 19,492 $828K
PFG Advisors 0.04% No change 18,352 $780K
Atria Investments, Inc 0.01% Reduce -3.3% 17,840 $758K
Freestone Capital Holdings, LLC 0.02% No change 17,764 $755K
Mgo One Seven LLC 0.02% Reduce -37.6% 17,389 $739K
Corient Private Wealth LP 0.00% Add +16.1% 17,064 $725K
Jaffetilchin Investment Partners, LLC 0.04% Reduce -1.0% 16,893 $718K
Private Advisor Group, LLC 0.00% Reduce -1.6% 16,733 $711K
Wells Fargo & Company 0.00% Add +28.7% 16,075 $683K
Essex Financial Services, Inc. 0.04% Reduce -0.4% 15,421 $655K
Almanack Investment Partners, LLC. 0.11% Reduce -15.5% 14,645 $622K
Denver Wealth Management, Inc. 0.21% No change 14,241 $605K
Armstrong Advisory Group, Inc. 0.04% Add +7.3% 13,944 $592K
IHT Wealth Management, LLC 0.01% Reduce -1.5% 13,894 $590K
Patron Partners, LLC 0.26% Add +14.8% 13,872 $589K
Kraft, Davis & Associates, LLC 0.13% No change 12,767 $577K
Ehrlich Financial Group 0.33% Reduce -2.5% 13,561 $576K
Investor's Fiduciary Advisor Network, LLC 0.12% Add +3.6% 13,409 $569K
Crew Capital Management, Ltd 0.34% Add +12.1% 12,619 $536K
Pacific Excel Wealth Advisors, Inc. 0.99% — 10,604 $526K
CLG LLC 0.13% No change 12,000 $510K
Beacon Financial Advisory LLC 0.11% Add +0.6% 11,633 $494K
Creative Planning 0.00% Reduce -18.6% 11,392 $484K
Flynn Zito Capital Management, LLC 0.17% New 11,360 $483K
Cerity Partners LLC 0.00% Add +4.7% 11,225 $477K
Portfolio Strategies, Inc. 0.05% Reduce -1.7% 11,123 $473K
Insigneo Advisory Services, LLC 0.03% New 11,100 $472K
Evanson Asset Management, LLC 0.03% Reduce -9.2% 11,083 $471K
Redhawk Wealth Advisors, Inc. 0.05% No change 11,031 $469K
Coastal Bridge Advisors, LLC 0.03% No change 10,944 $465K
Evoke Wealth, LLC 0.01% No change 10,612 $451K
HighPoint Advisor Group LLC 0.01% New 10,386 $441K
Janney Montgomery Scott LLC 0.00% Reduce -2.7% 10,001 $425K

"% 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 171 holders