Graniteshares Gold TrustBARETF

13F holders, Q1 2026 (March 31)
176holders +5
17new positions
12sold out
3famous investors
$45.87avg. 13F price*

At the end of Q1 2026, 176 institutions reported holding Graniteshares Gold Trust (BAR) in their 13F filings, up 5 from Q4 2025. 17 opened new positions and 12 sold out. The largest holders were Bank of America Corp. ($116.1M), Richard Bernstein Advisors LLC ($99.3M) and Bank of New York Mellon Corp ($31.9M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions17$11.2M
Exits12$14.0M

All 13F filers, Q4 2025 → Q1 2026: 695,910 shares bought and 1,021,229 shares sold, net −325,319 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 176 holders

Bank of America Corp. 0.01% Reduce -2.7% 2,517,348 $116.1M
Richard Bernstein Advisors LLC 2.88% Reduce -2.0% 2,151,643 $99.3M
Bank of New York Mellon Corp 0.01% Reduce -0.9% 692,049 $31.9M
LPL Financial LLC 0.01% Add +25.9% 655,122 $30.2M
Envestnet Asset Management Inc. 0.01% Reduce -8.5% 630,227 $29.1M
Royal Bank of Canada 0.01% Reduce -4.0% 573,021 $26.4M
Rockefeller Capital Management L.P. 0.04% Reduce -0.9% 459,652 $21.2M
Advyzon Investment Management, LLC 1.81% Reduce -3.1% 437,991 $20.2M
Ausdal Financial Partners, Inc. 0.90% Add +3.4% 435,565 $20.1M
Brandywine Oak Private Wealth LLC 1.67% Add +0.6% 430,687 $19.9M
Lake Street Private Wealth, LLC 2.40% Add +0.3% 407,472 $18.8M
China Universal Asset Management Co., Ltd. 1.06% No change 303,000 $14.0M
Cetera Investment Advisers 0.01% Reduce -2.1% 301,484 $13.9M
Osaic Holdings, Inc. 0.02% Reduce -5.1% 277,222 $12.8M
Cambria Investment Management, L.P. 0.70% Reduce -3.1% 272,801 $12.6M
Columbus Macro, LLC 1.21% Reduce -6.9% 244,650 $11.3M
Maridea Wealth Management LLC 1.56% Add +7.8% 231,757 $10.7M
MML Investors Services, LLC 0.03% Reduce -14.9% 231,378 $10.7M
Empowered Funds, LLC 0.07% Add +11.3% 225,661 $10.4M
Nations Financial Group Inc, /Ia/ 0.50% Add +31.2% 208,685 $9.6M
Mason & Associates Inc 1.67% Add +12.7% 192,912 $8.6M
Raymond James Financial Inc. 0.00% Reduce -13.1% 171,284 $7.9M
Stifel Financial Corp. 0.01% Reduce -16.7% 166,959 $7.7M
ALM First Financial Advisors, LLC 1.29% No change 233,353 $7.2M
Brendel Financial Advisors LLC 3.35% Reduce -0.9% 146,753 $6.8M
Captrust Financial Advisors 0.01% Reduce -0.1% 140,639 $6.4M
Steward Partners Investment Advisory, LLC 0.03% Reduce -28.0% 118,418 $5.5M
ETF Store, Inc. 5.20% Add +1.9% 115,676 $5.3M
U.S. Capital Wealth Advisors, LLC 0.12% Reduce -22.2% 106,324 $4.9M
Commonwealth Equity Services, LLC 0.01% Add +3.0% 104,026 $4.8M
Clear Point Advisors Inc. 3.36% Add +3.2% 93,884 $4.3M
FSA Investment Group, LLC 1.72% Add +58.6% 92,609 $4.3M
Susquehanna International Group, LLP 0.00% Reduce -12.4% 79,445 $3.7M
Mercer Global Advisors Inc. 0.01% Reduce -5.1% 76,589 $3.5M
Jackson Hole Capital Partners, LLC 0.54% No change 70,950 $3.3M
Belpointe Asset Management LLC 0.12% New 70,657 $3.3M
Morgan Stanley 0.00% Add +3.7% 68,916 $3.2M
Quadrature Capital Ltd 0.04% New 68,716 $3.2M
Cherry Creek Investment Advisors, Inc. 1.32% Reduce -15.2% 65,800 $3.0M
Capital Advisor Network LLC 3.93% — 60,893 $2.8M
HighTower Advisors, LLC 0.00% Reduce -14.4% 59,161 $2.7M
AE Wealth Management LLC 0.01% Reduce -13.4% 58,640 $2.7M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -2.4% 57,623 $2.7M
Sanctuary Advisors, LLC 0.01% Reduce -1.6% 50,479 $2.3M
JPMorgan Chase & Co. 0.00% Reduce -18.0% 50,600 $2.2M
Farther Finance Advisors, LLC 0.02% Add +4.5% 46,991 $2.2M
Smith, Moore & Co. 0.15% Add +46.6% 44,799 $2.1M
Elevation Point Wealth Partners, LLC 0.05% Add +3.7% 44,065 $2.0M
Vestmark Advisory Solutions, Inc. 0.02% Add +2.6% 43,586 $2.0M
Inspirion Wealth Advisors, LLC 0.23% No change 40,445 $1.9M
HighPoint Advisor Group LLC 0.08% Add +281.3% 39,601 $1.8M
Citadel Advisors 0.00% New 38,779 $1.8M
Aptus Capital Advisors, LLC 0.01% Reduce -0.3% 33,892 $1.6M
Ibex Wealth Advisors 0.14% Reduce -4.9% 32,853 $1.5M
Semus Wealth Partners LLC 0.84% Reduce -0.7% 32,611 $1.5M
Core Wealth Advisors, LLC 1.14% Reduce -56.3% 32,227 $1.5M
American Financial & Tax Strategies Inc. 0.70% Reduce -4.4% 31,231 $1.4M
UBS Group AG 0.00% Add +7786.6% 30,521 $1.4M
NewEdge Advisors, LLC 0.00% Reduce -37.1% 29,312 $1.4M
Financial Guidance Group, Inc. 0.54% Reduce -0.3% 28,869 $1.3M
LexAurum Advisors, LLC 0.17% — 28,545 $1.3M
BKM Wealth Management, LLC 0.48% Add +5.7% 28,498 $1.3M
Hanseatic Management Services Inc. 1.22% — 27,654 $1.3M
Mariner, LLC 0.00% Add +240.8% 27,509 $1.3M
Eq LLC 0.34% Reduce -2.6% 26,476 $1.2M
Renaissance Technologies 0.00% Reduce -73.8% 26,400 $1.2M
DMC Group, LLC 0.76% Add +5.8% 24,465 $1.1M
Leo Wealth, LLC 0.08% Add +3.8% 23,929 $1.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +8.7% 21,415 $988K
Virtue Capital Management, LLC 0.15% Reduce -39.0% 22,144 $985K
Choreo, LLC 0.01% Add +6.4% 20,903 $964K
PFG Advisors 0.05% Add +12.5% 20,652 $953K
Mgo One Seven LLC 0.02% Add +11.1% 19,320 $891K
Wells Fargo & Company 0.00% Add +19.9% 19,270 $889K
Freestone Capital Holdings, LLC 0.03% Add +2.8% 18,264 $843K
Atria Investments, Inc 0.01% Reduce -1.7% 17,535 $809K
Creative Planning 0.00% Add +48.0% 16,864 $778K
Corient Private Wealth LP 0.00% Reduce -1.7% 16,776 $774K
Tactive Advisors, LLC 0.21% Reduce -34.5% 16,200 $747K
Jaffetilchin Investment Partners, LLC 0.04% Reduce -6.6% 15,784 $728K
Private Advisor Group, LLC 0.00% Reduce -8.0% 15,391 $710K
Essex Financial Services, Inc. 0.04% Reduce -2.7% 15,011 $692K
Investor's Fiduciary Advisor Network, LLC 0.21% Add +9.6% 14,689 $677K
Almanack Investment Partners, LLC. 0.11% No change 14,645 $676K
Flynn Zito Capital Management, LLC 0.22% Add +28.8% 14,636 $675K
Pacific Excel Wealth Advisors, Inc. 0.70% Add +35.3% 14,351 $662K
Denver Wealth Management, Inc. 0.23% No change 14,241 $657K
Cerity Partners LLC 0.00% Add +22.9% 13,791 $636K
Ehrlich Financial Group 0.36% Reduce -0.1% 13,550 $625K
Armstrong Advisory Group, Inc. 0.04% Reduce -3.9% 13,399 $618K
IHT Wealth Management, LLC 0.01% Reduce -4.2% 13,315 $614K
Crew Capital Management, Ltd 0.41% Add +5.5% 13,307 $614K
Patron Partners, LLC 0.27% Reduce -5.1% 13,166 $607K
Kraft, Davis & Associates, LLC 0.12% No change 12,767 $581K
CLG LLC 0.14% No change 12,000 $554K
J Hagan Capital, Inc. 0.29% Add +36.5% 11,684 $539K
Beacon Financial Advisory LLC 0.12% Reduce -1.7% 11,432 $527K
Portfolio Strategies, Inc. 0.06% No change 11,123 $513K
IPG Investment Advisors LLC 0.09% New 11,100 $512K
Evanson Asset Management, LLC 0.03% No change 11,083 $511K

"% 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 176 holders