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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 172 | $563.8M |
| Q1 2026 | 177 | $726.8M |
| Q4 2025 | 172 | $688.6M |
| Q3 2025 | 158 | $588.5M |
| Q2 2025 | 135 | $515.0M |
| Q1 2025 | 128 | $507.0M |
| Q4 2024 | 123 | $428.1M |
| Q3 2024 | 128 | $434.3M |
| Q2 2024 | 127 | $409.4M |
| Q1 2024 | 119 | $665.1M |
| Q4 2023 | 121 | $612.7M |
| Q3 2023 | 116 | $565.4M |
| Q2 2023 | 113 | $630.4M |
| Q1 2023 | 119 | $629.7M |
| Q4 2022 | 115 | $582.5M |
| Q3 2022 | 112 | $528.0M |
| Q2 2022 | 113 | $595.6M |
| Q1 2022 | 110 | $623.4M |
| Q4 2021 | 101 | $571.0M |
| Q3 2021 | 95 | $732.0M |
| Q2 2021 | 96 | $706.2M |
| Q1 2021 | 82 | $724.8M |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding GraniteShares Gold Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WR Wealth Planners, LLC | 13 | $254 | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 39 | $761 | 0.00% | +39 | New |
| Parallel Advisors, LLC | 50 | $976 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 60 | $1.21K | 0.00% | +60 | New |
| Signaturefd, LLC | 88 | $1.72K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 134 | $2.61K | 0.00% | +134 | New |
| Key Financial Inc | 165 | $3.22K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 270 | $5.27K | 0.00% | −11,396−97.7% | Reduced |
| Wolff Wiese Magana LLC | 399 | $7.79K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 485 | $9.46K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 500 | $9.76K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 575 | $11.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 698 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 794 | $15.5K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 800 | $16.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 875 | $17.1K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 890 | $17.4K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 939 | $18.3K | 0.00% | +367+64.2% | Added |
| Tradition Wealth Management, LLC | 1,200 | $23.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,341 | $26.2K | 0.01% | +647+93.2% | Added |
| Artemis Wealth Advisors, LLC | 1,481 | $28.9K | 0.01% | −8,432−85.1% | Reduced |
| WFA Asset Management Corp | 1,500 | $29.3K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,632 | $31.8K | 0.00% | +42+2.6% | Added |
| Cary Street Partner Investment Advisory LLC | 1,944 | $37.9K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,254 | $44.0K | 0.00% | +481+27.1% | Added |
| Harbour Investments, Inc. | 2,262 | $44.1K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 3,087 | $60.2K | 0.01% | −4,552−59.6% | Reduced |
| JPMorgan Chase & Co | 3,217 | $62.6K | 0.00% | +264+8.9% | Added |
| Venturi Wealth Management, LLC | 3,973 | $77.5K | 0.01% | −13,493−77.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 5,899 | $115.0K | 0.04% | +5,899 | New |
| Ronald Blue Trust, Inc. | 7,606 | $138.0K | 0.00% | +3,163+71.2% | Added |
| Trivant Custom Portfolio Group, LLC | 10,500 | $204.9K | 0.15% | +10,500 | New |
| CI Private Wealth, LLC | 10,876 | $212.2K | 0.00% | −156−1.4% | Reduced |
| Castle Rock Wealth Management, LLC | 10,559 | $212.8K | 0.08% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 11,210 | $218.7K | 0.14% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 11,571 | $225.8K | 0.06% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 11,645 | $227.2K | 0.09% | 00.0% | Unchanged |
| Mariner, LLC | 11,772 | $230.0K | 0.00% | −605−4.9% | Reduced |
| Stratos Wealth Advisors, LLC | 12,081 | $235.7K | 0.02% | +300+2.5% | Added |
| Evanson Asset Management, LLC | 12,204 | $238.1K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,244 | $238.9K | 0.00% | −6,229−33.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 12,538 | $244.6K | 0.00% | −11,768−48.4% | Reduced |
| Great Valley Advisor Group, Inc. | 12,581 | $245.5K | 0.01% | −778−5.8% | Reduced |
| Huntington National Bank | – | $251.6K | 0.00% | – | – |
| TrinityPoint Wealth, LLC | 14,735 | $287.5K | 0.06% | +977+7.1% | Added |
| TBH Global Asset Management, LLC | 15,026 | $293.2K | 0.06% | +15,026 | New |
| Penserra Capital Management LLC | 15,143 | $295.0K | 0.01% | +4,586+43.4% | Added |
| MML Investors Services, LLC | 15,273 | $298.0K | 0.00% | −1,727−10.2% | Reduced |
| Redwood Financial Network Corp | 15,444 | $301.3K | 0.31% | +52+0.3% | Added |
| Patron Partners Advisors, LLC | 16,430 | $320.5K | 0.24% | −91−0.6% | Reduced |
| Essex Financial Services, Inc. | 16,859 | $328.9K | 0.03% | +1,642+10.8% | Added |
| Almanack Investment Partners, LLC. | 16,990 | $331.5K | 0.07% | +250+1.5% | Added |
| Financial Advocates Investment Management | 17,040 | $332.5K | 0.03% | +17,040 | New |
| Calton & Associates, Inc. | 17,098 | $333.6K | 0.15% | −451−2.6% | Reduced |
| Orion Portfolio Solutions, LLC | 17,453 | $340.5K | 0.00% | +56+0.3% | Added |
| Brinker Capital Investments, LLC | 17,453 | $340.5K | 0.00% | +17,453 | New |
| Jaffetilchin Investment Partners, LLC | 17,725 | $345.8K | 0.04% | 00.0% | Unchanged |
| Lido Advisors, LLC | 18,079 | $352.7K | 0.00% | +294+1.7% | Added |
| Jackson Hole Capital Partners, LLC | 18,710 | $365.0K | 0.10% | 00.0% | Unchanged |
| DMG Group, LLC | 18,882 | $371.1K | 0.37% | +997+5.6% | Added |
| PFG Advisors | 20,547 | $400.9K | 0.03% | +20,547 | New |
| V Wealth Advisors LLC | 20,557 | $401.1K | 0.08% | −3,302−13.8% | Reduced |
| Susquehanna International Group, LLP | 20,878 | $407.3K | 0.00% | +9,253+79.6% | Added |
| Barry Investment Advisors, LLC | 22,599 | $440.9K | 0.14% | −16,111−41.6% | Reduced |
| Smith, Moore & Co. | 25,424 | $496.0K | 0.07% | +165+0.7% | Added |
| Vestmark Advisory Solutions, Inc. | 26,329 | $513.7K | 0.02% | +959+3.8% | Added |
| HRT Financial LP | 28,625 | $558.0K | 0.01% | +28,625 | New |
| Eq LLC | 32,746 | $638.9K | 0.49% | −150.0% | Reduced |
| Financial Guidance Group, Inc. | 32,888 | $641.6K | 0.49% | +5,600+20.5% | Added |
| Flynn Zito Capital Management, LLC | 33,448 | $652.6K | 0.47% | −25,118−42.9% | Reduced |
| Renaissance Technologies LLC | 34,900 | $681.0K | 0.00% | +400+1.2% | Added |
| Private Advisor Group, LLC | 35,050 | $683.8K | 0.01% | +3,600+11.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 35,579 | $694.0K | 0.00% | +16,019+81.9% | Added |
| Truist Financial Corp | 36,389 | $709.9K | 0.00% | −1,048−2.8% | Reduced |
| AE Wealth Management LLC | 37,652 | $734.6K | 0.00% | +37,652 | New |
| New York Life Investment Management LLC | 38,171 | $744.7K | 0.01% | −761−2.0% | Reduced |
| Flow Traders U.S. LLC | 38,754 | $756.0K | 0.03% | −18,489−32.3% | Reduced |
| Ieq Capital, LLC | 39,858 | $777.6K | 0.02% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 41,790 | $815.3K | 0.31% | −1,651−3.8% | Reduced |
| Morgan Stanley | 42,294 | $825.2K | 0.00% | +2,212+5.5% | Added |
| Virtu Financial LLC | 52,166 | $1.02M | 0.11% | +52,166 | New |
| Northeast Financial Group, Inc. | 56,078 | $1.07M | 0.77% | −668−1.2% | Reduced |
| Semus Wealth Partners LLC | 56,304 | $1.10M | 1.18% | −294−0.5% | Reduced |
| Sinecera Capital, LLC | 57,784 | $1.13M | 1.21% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 69,358 | $1.35M | 0.14% | −1,647−2.3% | Reduced |
| HighTower Advisors, LLC | 69,473 | $1.35M | 0.00% | −4,451−6.0% | Reduced |
| Commonwealth Equity Services, LLC | 70,319 | $1.37M | 0.00% | +31,899+83.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 71,290 | $1.39M | 0.00% | +71,290 | New |
| Kades & Cheifetz LLC | 74,086 | $1.45M | 1.14% | +1,215+1.7% | Added |
| Poehling Capital Management, LLC | 78,128 | $1.52M | 0.51% | −3,256−4.0% | Reduced |
| Janney Montgomery Scott LLC | 80,066 | $1.56M | 0.01% | −32,176−28.7% | Reduced |
| Cetera Advisor Networks LLC | 80,342 | $1.57M | 0.01% | +8,146+11.3% | Added |
| Cetera Advisors LLC | 86,183 | $1.68M | 0.03% | +253+0.3% | Added |
| Nations Financial Group Inc, | 92,423 | $1.80M | 0.19% | +92,423 | New |
| Crew Capital Management, Ltd. | 114,312 | $2.23M | 3.20% | −13,602−10.6% | Reduced |
| D.A. Davidson & Co. | 118,715 | $2.32M | 0.03% | +118,715 | New |
| IFG Advisory, LLC | 138,249 | $2.70M | 0.25% | +138,249 | New |
| Advisor Group Holdings, Inc. | 148,114 | $2.89M | 0.01% | −248,613−62.7% | Reduced |
| Brendel Financial Advisors LLC | 170,462 | $3.33M | 2.46% | +28,059+19.7% | Added |
| ALM First Financial Advisors, LLC | 200,000 | $3.90M | 1.22% | 00.0% | Unchanged |