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GraniteShares Gold Trust

BAR
Exchange
NYSE
Industry
Commodity Contracts Brokers & Dealers
SEC CIK
0001690437

No open-market purchases or sales by GraniteShares Gold Trust insiders were filed in the last 90 days; 172 institutions reported holding it in 13F filings for Q2 2026, worth $563.8M in total; no superinvestor holds it.

13F holders, Q4 2022

Institutional positions in GraniteShares Gold Trust as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
115
+5 vs. Q3 2022
Shares held
32.4M
+316.9K (+1.0%) vs. Q3 2022
Total value
$582.5M
+$54.9M (+10.4%) vs. Q3 2022
New holders
22
26 more added
Sold out
17
39 more reduced

2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BAR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 115 institutions
Q1 2021: 82 institutionsQ2 2021: 96 institutionsQ3 2021: 95 institutionsQ4 2021: 101 institutionsQ1 2022: 110 institutionsQ2 2022: 113 institutionsQ3 2022: 112 institutionsQ4 2022: 115 institutionsQ1 2023: 119 institutionsQ2 2023: 113 institutionsQ3 2023: 116 institutionsQ4 2023: 121 institutionsQ1 2024: 119 institutionsQ2 2024: 127 institutionsQ3 2024: 128 institutionsQ4 2024: 123 institutionsQ1 2025: 128 institutionsQ2 2025: 135 institutionsQ3 2025: 158 institutionsQ4 2025: 172 institutionsQ1 2026: 177 institutionsQ2 2026: 172 institutions
Value heldQ4 2022: $582.5M
Q1 2021: $724.8MQ2 2021: $706.2MQ3 2021: $732.0MQ4 2021: $571.0MQ1 2022: $623.4MQ2 2022: $595.6MQ3 2022: $528.0MQ4 2022: $582.5MQ1 2023: $629.7MQ2 2023: $630.4MQ3 2023: $565.4MQ4 2023: $612.7MQ1 2024: $665.1MQ2 2024: $409.4MQ3 2024: $434.3MQ4 2024: $428.1MQ1 2025: $507.0MQ2 2025: $515.0MQ3 2025: $588.5MQ4 2025: $688.6MQ1 2026: $726.8MQ2 2026: $563.8M
Institutions holding BAR and their total value by quarter
QuarterHoldersValue
Q2 2026172$563.8M
Q1 2026177$726.8M
Q4 2025172$688.6M
Q3 2025158$588.5M
Q2 2025135$515.0M
Q1 2025128$507.0M
Q4 2024123$428.1M
Q3 2024128$434.3M
Q2 2024127$409.4M
Q1 2024119$665.1M
Q4 2023121$612.7M
Q3 2023116$565.4M
Q2 2023113$630.4M
Q1 2023119$629.7M
Q4 2022115$582.5M
Q3 2022112$528.0M
Q2 2022113$595.6M
Q1 2022110$623.4M
Q4 2021101$571.0M
Q3 202195$732.0M
Q2 202196$706.2M
Q1 202182$724.8M

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding GraniteShares Gold Trust; share changes are against Q3 2022.

Institutions holding BAR in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Jordan Park Group LLC11,999,678$216.6M16.89%−73,214−0.6%Reduced
Bank of America Corp5,632,713$101.7M0.01%−237,674−4.0%Reduced
Richard Bernstein Advisors LLC4,011,854$72.4M1.62%+84,897+2.2%Added
Captrust Financial Advisors1,045,387$18.9M0.09%+1,027,950+5,895.2%Added
Royal Bank of Canada895,047$16.2M0.00%−35,680−3.8%Reduced
Bank of New York Mellon Corp856,086$15.5M0.00%−286,407−25.1%Reduced
Envestnet Asset Management Inc794,797$14.3M0.01%+36,574+4.8%Added
Brandywine Oak Private Wealth LLC490,740$8.86M1.10%−30,660−5.9%Reduced
Rockefeller Capital Management L.P.485,410$8.76M0.04%+14,981+3.2%Added
Coulter & Justus Financial Services, LLC465,504$8.40M5.71%−58,513−11.2%Reduced
LPL Financial LLC426,884$7.71M0.01%+21,693+5.4%Added
Jane Street Group, LLC409,837$7.40M0.01%−121,735−22.9%Reduced
Advisor Group Holdings, Inc.396,727$7.16M0.01%+300,398+311.8%Added
Lake Street Financial LLC397,616$7.16M1.48%+74,505+23.1%Added
Stifel Financial Corp368,133$6.64M0.01%+37,413+11.3%Added
Raymond James & Associates338,760$6.11M0.01%+15,628+4.8%Added
ETF Store, Inc.284,807$5.26M4.05%+20,066+7.6%Added
Cetera Investment Advisers221,368$4.00M0.04%+58,601+36.0%Added
Columbus Macro, LLC214,699$3.88M1.49%−3,165−1.5%Reduced
Cambria Investment Management, L.P.209,412$3.78M0.32%+25,074+13.6%Added
ALM First Financial Advisors, LLC200,000$3.61M1.15%+200,000New
Brendel Financial Advisors LLC142,403$2.57M5.15%00.0%Unchanged
Crew Capital Management, Ltd.127,914$2.31M3.31%−3,199−2.4%Reduced
Janney Montgomery Scott LLC112,242$2.03M0.01%+94,418+529.7%Added
Cetera Advisors LLC85,930$1.55M0.03%+85,930New
Poehling Capital Management, LLC81,384$1.47M0.55%−2,627−3.1%Reduced
HighTower Advisors, LLC73,924$1.33M0.00%−751,827−91.0%Reduced
Kades & Cheifetz LLC72,871$1.32M1.10%+72,871New
Cetera Advisor Networks LLC72,196$1.30M0.01%+36,258+100.9%Added
Transcend Wealth Collective, LLC71,005$1.28M0.14%−1,167−1.6%Reduced
Flynn Zito Capital Management, LLC58,566$1.06M0.88%−1,400−2.3%Reduced
Sinecera Capital, LLC57,784$1.04M1.15%−1,926−3.2%Reduced
Flow Traders U.S. LLC57,243$1.03M0.05%+57,243New
Northeast Financial Group, Inc.56,746$1.02M0.81%+56,746New
Semus Wealth Partners LLC56,598$1.02M1.24%+56,598New
Financial Strategies Group, Inc.43,441$784.1K0.33%−6,643−13.3%Reduced
Morgan Stanley40,082$723.5K0.00%+5,979+17.5%Added
Ieq Capital, LLC39,858$719.4K0.02%00.0%Unchanged
New York Life Investment Management LLC38,932$702.7K0.01%−1,820−4.5%Reduced
Barry Investment Advisors, LLC38,710$698.7K0.22%−12,089−23.8%Reduced
Commonwealth Equity Services, LLC38,420$693.0K0.00%−4,145−9.7%Reduced
Truist Financial Corp37,437$675.7K0.00%−1,736−4.4%Reduced
Renaissance Technologies LLC34,500$623.0K0.00%−150,100−81.3%Reduced
Eq LLC32,761$591.4K0.47%−17,558−34.9%Reduced
Financial Guidance Group, Inc.27,288$492.5K0.40%+5,213+23.6%Added
Vestmark Advisory Solutions, Inc.25,370$457.9K0.02%+1,725+7.3%Added
Smith, Moore & Co.25,259$455.9K0.06%+657+2.7%Added
Northwestern Mutual Wealth Management Co24,306$438.7K0.00%−1,548−6.0%Reduced
V Wealth Advisors LLC23,859$430.7K0.09%−7,399−23.7%Reduced
IMC-Chicago, LLC23,057$416.2K0.09%+23,057New
Cambridge Investment Research Advisors, Inc.19,560$353.0K0.00%+1,111+6.0%Added
Jackson Hole Capital Partners, LLC18,710$337.7K0.10%00.0%Unchanged
DMG Group, LLC17,885$326.0K0.37%+2,180+13.9%Added
Lido Advisors, LLC17,785$321.0K0.01%−2,517−12.4%Reduced
Jaffetilchin Investment Partners, LLC17,725$319.9K0.04%00.0%Unchanged
Calton & Associates, Inc.17,549$316.8K0.12%−26,742−60.4%Reduced
Venturi Wealth Management, LLC17,466$315.3K0.03%+333+1.9%Added
Orion Portfolio Solutions, LLC17,397$314.0K0.01%+17,397New
MML Investors Services, LLC17,000$307.0K0.00%+270+1.6%Added
Almanack Investment Partners, LLC.16,740$302.2K0.06%00.0%Unchanged
Patron Partners Advisors, LLC16,521$298.2K0.22%−465−2.7%Reduced
Redwood Financial Network Corp15,392$277.8K0.32%00.0%Unchanged
Essex Financial Services, Inc.15,217$274.0K0.03%+591+4.0%Added
TrinityPoint Wealth, LLC13,758$248.3K0.06%−717−5.0%Reduced
Great Valley Advisor Group, Inc.13,359$241.1K0.01%00.0%Unchanged
Institute for Wealth Management, LLC.13,114$236.7K0.05%−83−0.6%Reduced
Kraft, Davis & Associates, LLC12,767$232.1K0.09%+12,767New
Mariner, LLC12,377$223.0K0.00%−16−0.1%Reduced
Evanson Asset Management, LLC12,204$220.3K0.02%00.0%Unchanged
Stratos Wealth Advisors, LLC11,781$212.6K0.02%−2,204−15.8%Reduced
GPS Wealth Strategies Group, LLC11,666$210.6K0.06%00.0%Unchanged
NovaPoint Capital, LLC11,645$210.2K0.09%00.0%Unchanged
Susquehanna International Group, LLP11,625$209.8K0.00%+11,625New
Glen Eagle Advisors, LLC11,571$208.9K0.06%−634−5.2%Reduced
Beacon Financial Advisory LLC11,210$202.3K0.14%00.0%Unchanged
Castle Rock Wealth Management, LLC10,559$201.9K0.09%00.0%Unchanged
CI Private Wealth, LLC11,032$198.8K0.00%+11,032New
LexAurum Advisors, LLC10,587$191.1K0.07%00.0%Unchanged
Betterment LLC10,586$191.0K0.00%+10,586New
Penserra Capital Management LLC10,557$190.0K0.00%+1,475+16.2%Added
First Heartland Consultants, Inc.10,109$182.5K0.03%−110−1.1%Reduced
Artemis Wealth Advisors, LLC9,913$179.0K0.05%00.0%Unchanged
Huntington National Bank–$173.0K0.00%––
Sugarloaf Wealth Management, LLC7,639$137.9K0.03%−8,623−53.0%Reduced
CoreCap Advisors, LLC5,271$95.1K0.01%+5,271New
Ronald Blue Trust, Inc.4,443$73.0K0.00%+490+12.4%Added
JPMorgan Chase & Co2,953$53.0K0.00%−977−24.9%Reduced
GWM Advisors LLC18,473$45.5K0.00%−3,527−16.0%Reduced
Harbour Investments, Inc.2,262$40.8K0.00%00.0%Unchanged
Deutsche Bank AG1,967$35.5K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC1,944$35.1K0.00%+1,944New
Advisory Services Network, LLC1,773$32.0K0.00%+1,773New
Wells Fargo & Company1,590$28.7K0.00%−1,414−47.1%Reduced
The PNC Financial Services Group, Inc.1,584$28.6K0.00%00.0%Unchanged
WFA Asset Management Corp1,500$27.1K0.02%00.0%Unchanged
Tradition Wealth Management, LLC1,200$22.0K0.00%00.0%Unchanged
Cary Street Partners Asset Management LLC934$16.9K0.00%+934New
Hollencrest Capital Management890$16.1K0.00%+890New
Belpointe Asset Management LLC875$15.8K0.00%+875New
Tucker Asset Management LLC794$14.3K0.00%00.0%Unchanged