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
Institute for Wealth Management, LLC. 0.04% Add +2.5% 9,767 $415K
Blue Trust, Inc. 0.00% Add +0.8% 9,205 $391K
Glen Eagle Advisors, LLC 0.05% Reduce -0.8% 9,101 $387K
Truist Financial Corp. 0.00% Reduce -14.0% 8,938 $380K
HBW Advisory Services LLC 0.04% Reduce -12.2% 8,733 $371K
Axxcess Wealth Management, LLC 0.01% No change 8,695 $369K
Comprehensive Financial Consultants Institutional, Inc. 0.11% No change 8,687 $369K
Lido Advisors, LLC 0.00% No change 9,341 $367K
J Hagan Capital, Inc. 0.20% Reduce -71.8% 8,562 $364K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -1.8% 7,991 $354K
J.E. Simmons & Co., P.C. 0.23% — 8,250 $351K
Cwm, LLC 0.00% Reduce -2.7% 8,144 $346K
Mariner, LLC 0.00% New 8,073 $343K
Castle Rock Wealth Management, LLC 0.07% Add +0.8% 6,979 $337K
Visionary Wealth Advisors 0.02% No change 7,863 $334K
Comerica Bank 0.00% Reduce -9.4% 7,449 $316K
Wealthcare Advisory Partners LLC 0.01% Add +6.8% 7,366 $313K
Arax Advisory Partners 0.01% Add +19.3% 7,235 $307K
Western Wealth Management, LLC 0.01% Reduce -22.4% 7,115 $302K
Veltria Advisors Corp. 1.25% No change 6,327 $287K
Concurrent Investment Advisors, LLC 0.00% New 6,286 $267K
Ballast Rock Private Wealth LLC 0.17% — 6,254 $266K
Frank, Rimerman Advisors LLC 0.02% No change 6,121 $260K
Wedbush Securities Inc. 0.01% New 5,908 $251K
Zacks Investment Management 0.00% No change 5,885 $250K
Mill Creek Capital Advisors, LLC 0.01% Reduce -0.1% 5,873 $250K
Financial Strategies Group, Inc. 0.04% Reduce -9.8% 5,605 $248K
B. Riley Wealth Advisors, Inc. 0.01% No change 5,824 $247K
RS Crum Inc. 0.05% No change 5,740 $244K
World Investment Advisors 0.00% Add +5.3% 5,668 $241K
Sapient Capital LLC 0.00% No change 5,589 $239K
IFP Advisors, Inc 0.01% Reduce -1.3% 5,610 $238K
Reyes Financial Architecture, Inc. 0.14% Reduce -4.4% 5,483 $233K
SeaCrest Wealth Management, LLC 0.02% Reduce -7.2% 5,150 $226K
Moneco Advisors, LLC 0.02% New 5,000 $212K
Investment Management Corp. /Va/ 0.18% New 4,926 $209K
Calton & Associates, Inc. 0.03% New 4,775 $203K
CreativeOne Wealth, LLC 0.00% Reduce -43.4% 4,761 $202K
Thrive Capital Management, LLC 0.04% New 4,717 $200K
Harbour Investments, Inc. 0.00% No change 4,122 $175K
FMR LLC 0.00% Add +5.8% 3,951 $168K
Kestra Advisory Services, LLC 0.00% New 3,660 $156K
Tucker Asset Management LLC 0.03% New 2,315 $98K
Federation des caisses Desjardins du Quebec 0.00% No change 1,637 $70K
TCTC Holdings, LLC 0.00% No change 1,517 $64K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,317 $58K
BNP Paribas Financial Markets 0.00% Add +13370.0% 1,347 $57K
CoreCap Advisors, LLC 0.00% No change 1,246 $53K
Global Retirement Partners, LLC 0.00% New 1,111 $47K
Archer Investment Corp 0.01% No change 923 $39K
Hollencrest Capital Management 0.00% No change 890 $38K
Sound Income Strategies, LLC 0.00% No change 575 $26K
Cypress Capital Management LLC (WY) 0.02% No change 485 $21K
SouthState Bank Corp 0.00% New 464 $20K
SHP Wealth Management 0.00% — 457 $19K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 433 $18K
Lanark Financial, Inc. 0.00% No change 415 $18K
UBS Group AG 0.00% New 387 $16K
SBI Securities Co., Ltd. 0.00% Add +89.1% 312 $13K
National Bank of Canada 0.00% No change 230 $10K
Assetmark, Inc. 0.00% Reduce -3.7% 209 $9K
Root Financial Partners, LLC 0.00% No change 189 $8K
Trust Co. of Toledo NA 0.00% No change 115 $5K
DecisionPoint Financial, LLC 0.00% No change 102 $4K
Essential Partners LLC 0.00% New 85 $4K
Signaturefd, LLC 0.00% No change 71 $3K
Jones Financial Companies LLLP 0.00% New 68 $3K
Princeton Global Asset Management LLC 0.00% New 67 $3K
Roble, Belko & Company, Inc 0.00% No change 50 $2K
Frazier Financial Advisors, LLC 0.00% No change 40 $2K
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.