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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, Q1 2023

Institutional positions in GraniteShares Gold Trust as of Mar 31, 2023. 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
119
+6 vs. Q4 2022
Shares held
32.3M
−63.9K (−0.2%) vs. Q4 2022
Total value
$629.7M
+$47.6M (+8.2%) vs. Q4 2022
New holders
16
40 more added
Sold out
10
35 more reduced

2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 119 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 heldQ1 2023: $629.7M
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, Q1 2023

Shares, value and share of portfolio for each institution holding GraniteShares Gold Trust; share changes are against Q4 2022.

Institutions holding BAR in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Jordan Park Group LLC11,994,476$234.0M15.32%−5,2020.0%Reduced
Bank of America Corp5,764,599$112.5M0.01%+131,886+2.3%Added
Richard Bernstein Advisors LLC4,095,484$79.9M1.69%+83,630+2.1%Added
Envestnet Asset Management Inc851,638$16.6M0.01%+56,841+7.2%Added
Cambria Investment Management, L.P.832,840$16.2M1.34%+623,428+297.7%Added
Royal Bank of Canada826,506$16.1M0.00%−68,541−7.7%Reduced
Bank of New York Mellon Corp779,962$15.2M0.00%−76,124−8.9%Reduced
Captrust Financial Advisors497,238$9.70M0.04%−548,149−52.4%Reduced
Brandywine Oak Private Wealth LLC493,287$9.62M1.12%+2,547+0.5%Added
Rockefeller Capital Management L.P.492,688$9.61M0.04%+7,278+1.5%Added
LPL Financial LLC473,662$9.24M0.01%+46,778+11.0%Added
Lake Street Financial LLC413,047$8.06M1.50%+15,431+3.9%Added
Stifel Financial Corp370,507$7.23M0.01%+2,374+0.6%Added
Raymond James & Associates336,225$6.56M0.01%−2,535−0.7%Reduced
Coulter & Justus Financial Services, LLC317,879$6.20M4.05%−147,625−31.7%Reduced
ETF Store, Inc.286,927$5.68M4.33%+2,120+0.7%Added
Cetera Investment Advisers238,312$4.65M0.04%+16,944+7.7%Added
Columbus Macro, LLC215,266$4.21M1.56%+567+0.3%Added
ALM First Financial Advisors, LLC200,000$3.90M1.22%00.0%Unchanged
Brendel Financial Advisors LLC170,462$3.33M2.46%+28,059+19.7%Added
Advisor Group Holdings, Inc.148,114$2.89M0.01%−248,613−62.7%Reduced
IFG Advisory, LLC138,249$2.70M0.25%+138,249New
D.A. Davidson & Co.118,715$2.32M0.03%+118,715New
Crew Capital Management, Ltd.114,312$2.23M3.20%−13,602−10.6%Reduced
Nations Financial Group Inc,92,423$1.80M0.19%+92,423New
Cetera Advisors LLC86,183$1.68M0.03%+253+0.3%Added
Cetera Advisor Networks LLC80,342$1.57M0.01%+8,146+11.3%Added
Janney Montgomery Scott LLC80,066$1.56M0.01%−32,176−28.7%Reduced
Poehling Capital Management, LLC78,128$1.52M0.51%−3,256−4.0%Reduced
Kades & Cheifetz LLC74,086$1.45M1.14%+1,215+1.7%Added
Raymond James Financial Services Advisors, Inc.71,290$1.39M0.00%+71,290New
Commonwealth Equity Services, LLC70,319$1.37M0.00%+31,899+83.0%Added
HighTower Advisors, LLC69,473$1.35M0.00%−4,451−6.0%Reduced
Transcend Wealth Collective, LLC69,358$1.35M0.14%−1,647−2.3%Reduced
Sinecera Capital, LLC57,784$1.13M1.21%00.0%Unchanged
Semus Wealth Partners LLC56,304$1.10M1.18%−294−0.5%Reduced
Northeast Financial Group, Inc.56,078$1.07M0.77%−668−1.2%Reduced
Virtu Financial LLC52,166$1.02M0.11%+52,166New
Morgan Stanley42,294$825.2K0.00%+2,212+5.5%Added
Financial Strategies Group, Inc.41,790$815.3K0.31%−1,651−3.8%Reduced
Ieq Capital, LLC39,858$777.6K0.02%00.0%Unchanged
Flow Traders U.S. LLC38,754$756.0K0.03%−18,489−32.3%Reduced
New York Life Investment Management LLC38,171$744.7K0.01%−761−2.0%Reduced
AE Wealth Management LLC37,652$734.6K0.00%+37,652New
Truist Financial Corp36,389$709.9K0.00%−1,048−2.8%Reduced
Cambridge Investment Research Advisors, Inc.35,579$694.0K0.00%+16,019+81.9%Added
Private Advisor Group, LLC35,050$683.8K0.01%+3,600+11.4%Added
Renaissance Technologies LLC34,900$681.0K0.00%+400+1.2%Added
Flynn Zito Capital Management, LLC33,448$652.6K0.47%−25,118−42.9%Reduced
Financial Guidance Group, Inc.32,888$641.6K0.49%+5,600+20.5%Added
Eq LLC32,746$638.9K0.49%−150.0%Reduced
HRT Financial LP28,625$558.0K0.01%+28,625New
Vestmark Advisory Solutions, Inc.26,329$513.7K0.02%+959+3.8%Added
Smith, Moore & Co.25,424$496.0K0.07%+165+0.7%Added
Barry Investment Advisors, LLC22,599$440.9K0.14%−16,111−41.6%Reduced
Susquehanna International Group, LLP20,878$407.3K0.00%+9,253+79.6%Added
V Wealth Advisors LLC20,557$401.1K0.08%−3,302−13.8%Reduced
PFG Advisors20,547$400.9K0.03%+20,547New
DMG Group, LLC18,882$371.1K0.37%+997+5.6%Added
Jackson Hole Capital Partners, LLC18,710$365.0K0.10%00.0%Unchanged
Lido Advisors, LLC18,079$352.7K0.00%+294+1.7%Added
Jaffetilchin Investment Partners, LLC17,725$345.8K0.04%00.0%Unchanged
Orion Portfolio Solutions, LLC17,453$340.5K0.00%+56+0.3%Added
Brinker Capital Investments, LLC17,453$340.5K0.00%+17,453New
Calton & Associates, Inc.17,098$333.6K0.15%−451−2.6%Reduced
Financial Advocates Investment Management17,040$332.5K0.03%+17,040New
Almanack Investment Partners, LLC.16,990$331.5K0.07%+250+1.5%Added
Essex Financial Services, Inc.16,859$328.9K0.03%+1,642+10.8%Added
Patron Partners Advisors, LLC16,430$320.5K0.24%−91−0.6%Reduced
Redwood Financial Network Corp15,444$301.3K0.31%+52+0.3%Added
MML Investors Services, LLC15,273$298.0K0.00%−1,727−10.2%Reduced
Penserra Capital Management LLC15,143$295.0K0.01%+4,586+43.4%Added
TBH Global Asset Management, LLC15,026$293.2K0.06%+15,026New
TrinityPoint Wealth, LLC14,735$287.5K0.06%+977+7.1%Added
Huntington National Bank–$251.6K0.00%––
Great Valley Advisor Group, Inc.12,581$245.5K0.01%−778−5.8%Reduced
Northwestern Mutual Wealth Management Co12,538$244.6K0.00%−11,768−48.4%Reduced
GWM Advisors LLC12,244$238.9K0.00%−6,229−33.7%Reduced
Evanson Asset Management, LLC12,204$238.1K0.02%00.0%Unchanged
Stratos Wealth Advisors, LLC12,081$235.7K0.02%+300+2.5%Added
Mariner, LLC11,772$230.0K0.00%−605−4.9%Reduced
NovaPoint Capital, LLC11,645$227.2K0.09%00.0%Unchanged
Glen Eagle Advisors, LLC11,571$225.8K0.06%00.0%Unchanged
Beacon Financial Advisory LLC11,210$218.7K0.14%00.0%Unchanged
Castle Rock Wealth Management, LLC10,559$212.8K0.08%00.0%Unchanged
CI Private Wealth, LLC10,876$212.2K0.00%−156−1.4%Reduced
Trivant Custom Portfolio Group, LLC10,500$204.9K0.15%+10,500New
Ronald Blue Trust, Inc.7,606$138.0K0.00%+3,163+71.2%Added
Householder Group Estate & Retirement Specialist, LLC5,899$115.0K0.04%+5,899New
Venturi Wealth Management, LLC3,973$77.5K0.01%−13,493−77.3%Reduced
JPMorgan Chase & Co3,217$62.6K0.00%+264+8.9%Added
Sugarloaf Wealth Management, LLC3,087$60.2K0.01%−4,552−59.6%Reduced
Harbour Investments, Inc.2,262$44.1K0.00%00.0%Unchanged
Advisory Services Network, LLC2,254$44.0K0.00%+481+27.1%Added
Cary Street Partner Investment Advisory LLC1,944$37.9K0.00%00.0%Unchanged
Wells Fargo & Company1,632$31.8K0.00%+42+2.6%Added
WFA Asset Management Corp1,500$29.3K0.02%00.0%Unchanged
Artemis Wealth Advisors, LLC1,481$28.9K0.01%−8,432−85.1%Reduced
Farther Finance Advisors, LLC1,341$26.2K0.01%+647+93.2%Added
Tradition Wealth Management, LLC1,200$23.0K0.00%00.0%Unchanged