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, Q2 2023
Institutional positions in GraniteShares Gold Trust as of Jun 30, 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
- 113
- −5 vs. Q1 2023
- Shares held
- 33.1M
- +863.4K (+2.7%) vs. Q1 2023
- Total value
- $630.4M
- +$790.9K (+0.1%) vs. Q1 2023
- New holders
- 11
- 41 more added
- Sold out
- 16
- 34 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding GraniteShares Gold Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jordan Park Group LLC | 11,808,236 | $224.5M | 14.75% | −186,240−1.6% | Reduced |
| Bank of America Corp | 5,803,026 | $110.3M | 0.01% | +38,427+0.7% | Added |
| Richard Bernstein Advisors LLC | 4,157,433 | $79.0M | 1.67% | +61,949+1.5% | Added |
| Jane Street Group, LLC | 1,329,506 | $25.3M | 0.03% | +1,329,506 | New |
| Envestnet Asset Management Inc | 864,573 | $16.4M | 0.01% | +12,935+1.5% | Added |
| Cambria Investment Management, L.P. | 807,646 | $15.4M | 1.28% | −25,194−3.0% | Reduced |
| Royal Bank of Canada | 772,430 | $14.7M | 0.00% | −54,076−6.5% | Reduced |
| LPL Financial LLC | 563,486 | $10.7M | 0.01% | +89,824+19.0% | Added |
| Rockefeller Capital Management L.P. | 525,494 | $9.99M | 0.04% | +32,806+6.7% | Added |
| Brandywine Oak Private Wealth LLC | 486,096 | $9.24M | 1.04% | −7,191−1.5% | Reduced |
| Lake Street Financial LLC | 407,857 | $7.75M | 1.36% | −5,190−1.3% | Reduced |
| Bank of Montreal | 388,923 | $7.54M | 0.00% | +388,923 | New |
| Stifel Financial Corp | 377,240 | $7.17M | 0.01% | +6,733+1.8% | Added |
| Raymond James & Associates | 349,915 | $6.65M | 0.01% | +13,690+4.1% | Added |
| ETF Store, Inc. | 295,495 | $5.79M | 4.06% | +8,568+3.0% | Added |
| Coulter & Justus Financial Services, LLC | 286,148 | $5.44M | 3.69% | −31,731−10.0% | Reduced |
| Bank of New York Mellon Corp | 250,196 | $4.76M | 0.00% | −529,766−67.9% | Reduced |
| Cetera Investment Advisers | 233,757 | $4.44M | 0.04% | −4,555−1.9% | Reduced |
| Columbus Macro, LLC | 213,981 | $4.08M | 1.62% | −1,285−0.6% | Reduced |
| ALM First Financial Advisors, LLC | 200,000 | $3.80M | 1.12% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 179,179 | $3.41M | 0.01% | +31,065+21.0% | Added |
| Brendel Financial Advisors LLC | 176,650 | $3.36M | 5.05% | +6,188+3.6% | Added |
| Captrust Financial Advisors | 172,090 | $3.27M | 0.01% | −325,148−65.4% | Reduced |
| Janney Montgomery Scott LLC | 155,148 | $2.95M | 0.01% | +75,082+93.8% | Added |
| Morgan Stanley | 153,382 | $2.92M | 0.00% | +111,088+262.7% | Added |
| Virtu Financial LLC | 118,899 | $2.26M | 0.17% | +66,733+127.9% | Added |
| IFG Advisory, LLC | 106,779 | $2.03M | 0.18% | −31,470−22.8% | Reduced |
| AE Wealth Management LLC | 104,536 | $1.99M | 0.01% | +66,884+177.6% | Added |
| HRT Financial LP | 104,261 | $1.98M | 0.02% | +75,636+264.2% | Added |
| Cetera Advisors LLC | 89,025 | $1.69M | 0.03% | +2,842+3.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 84,380 | $1.60M | 0.08% | +84,380 | New |
| Cetera Advisor Networks LLC | 81,416 | $1.55M | 0.01% | +1,074+1.3% | Added |
| Poehling Capital Management, LLC | 76,843 | $1.46M | 0.49% | −1,285−1.6% | Reduced |
| Kades & Cheifetz LLC | 76,543 | $1.46M | 1.12% | +2,457+3.3% | Added |
| Crew Capital Management, Ltd. | 75,799 | $1.44M | 1.64% | −38,513−33.7% | Reduced |
| Commonwealth Equity Services, LLC | 71,112 | $1.35M | 0.00% | +793+1.1% | Added |
| HighTower Advisors, LLC | 69,048 | $1.31M | 0.00% | −425−0.6% | Reduced |
| Transcend Wealth Collective, LLC | 68,625 | $1.30M | 0.12% | −733−1.1% | Reduced |
| Semus Wealth Partners LLC | 54,796 | $1.04M | 0.96% | −1,508−2.7% | Reduced |
| GWM Advisors LLC | 47,970 | $911.9K | 0.01% | +35,726+291.8% | Added |
| Sinecera Capital, LLC | 44,086 | $838.1K | 0.89% | −13,698−23.7% | Reduced |
| Financial Strategies Group, Inc. | 42,146 | $801.2K | 0.26% | +356+0.9% | Added |
| Financial Guidance Group, Inc. | 40,763 | $774.9K | 0.57% | +7,875+23.9% | Added |
| Ieq Capital, LLC | 39,858 | $757.7K | 0.02% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 38,922 | $740.0K | 0.03% | +168+0.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 38,179 | $726.0K | 0.00% | +2,600+7.3% | Added |
| Northeast Financial Group, Inc. | 32,760 | $622.8K | 0.40% | −23,318−41.6% | Reduced |
| Eq LLC | 32,746 | $622.5K | 0.51% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 32,247 | $613.0K | 0.05% | +15,207+89.2% | Added |
| Huntington National Bank | – | $610.3K | 0.01% | – | – |
| Smith, Moore & Co. | 28,088 | $534.0K | 0.07% | +2,664+10.5% | Added |
| Private Advisor Group, LLC | 27,943 | $531.2K | 0.00% | −7,107−20.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 26,491 | $503.6K | 0.02% | +162+0.6% | Added |
| JPMorgan Chase & Co | 20,099 | $382.1K | 0.00% | +16,882+524.8% | Added |
| PFG Advisors | 19,981 | $379.8K | 0.03% | −566−2.8% | Reduced |
| MML Investors Services, LLC | 19,280 | $367.0K | 0.00% | +4,007+26.2% | Added |
| V Wealth Advisors LLC | 19,194 | $364.9K | 0.06% | −1,363−6.6% | Reduced |
| DMG Group, LLC | 18,995 | $361.1K | 0.36% | +113+0.6% | Added |
| Lido Advisors, LLC | 18,893 | $359.2K | 0.00% | +814+4.5% | Added |
| Jackson Hole Capital Partners, LLC | 18,710 | $355.7K | 0.10% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 17,725 | $337.0K | 0.04% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 17,444 | $331.6K | 0.31% | +2,000+13.0% | Added |
| Essex Financial Services, Inc. | 17,152 | $326.1K | 0.04% | +293+1.7% | Added |
| Almanack Investment Partners, LLC. | 16,675 | $317.0K | 0.06% | −315−1.9% | Reduced |
| Brinker Capital Investments, LLC | 16,580 | $315.2K | 0.00% | −873−5.0% | Reduced |
| Orion Portfolio Solutions, LLC | 16,580 | $315.2K | 0.00% | −873−5.0% | Reduced |
| Patron Partners Advisors, LLC | 16,354 | $310.9K | 0.22% | −76−0.5% | Reduced |
| TrinityPoint Wealth, LLC | 15,972 | $303.6K | 0.06% | +1,237+8.4% | Added |
| Barry Investment Advisors, LLC | 15,581 | $296.2K | 0.10% | −7,018−31.1% | Reduced |
| National Asset Management, Inc. | 15,522 | $295.1K | 0.01% | +15,522 | New |
| TBH Global Asset Management, LLC | 14,662 | $257.5K | 0.05% | −364−2.4% | Reduced |
| ASB Consultores, LLC | 12,939 | $246.0K | 0.12% | +12,939 | New |
| Kraft, Davis & Associates, LLC | 12,767 | $241.0K | 0.08% | +12,767 | New |
| Evanson Asset Management, LLC | 12,204 | $232.0K | 0.02% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 12,052 | $229.1K | 0.15% | −21,396−64.0% | Reduced |
| Stratos Wealth Advisors, LLC | 12,035 | $228.8K | 0.02% | −46−0.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 11,912 | $226.4K | 0.00% | −626−5.0% | Reduced |
| Truist Financial Corp | 11,902 | $226.3K | 0.00% | −24,487−67.3% | Reduced |
| NovaPoint Capital, LLC | 11,645 | $221.4K | 0.08% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 11,571 | $220.0K | 0.05% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 11,210 | $213.1K | 0.12% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 11,094 | $210.9K | 0.00% | +218+2.0% | Added |
| Trivant Custom Portfolio Group, LLC | 10,500 | $199.6K | 0.14% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 10,375 | $197.2K | 0.02% | +10,375 | New |
| Impact Partnership Wealth, LLC | 6,841 | $130.0K | 0.05% | +6,841 | New |
| Venturi Wealth Management, LLC | 5,478 | $104.1K | 0.01% | +1,505+37.9% | Added |
| Sugarloaf Wealth Management, LLC | 3,087 | $58.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,642 | $50.2K | 0.00% | +380+16.8% | Added |
| Cary Street Partner Investment Advisory LLC | 1,944 | $37.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,920 | $36.5K | 0.00% | +288+17.6% | Added |
| WFA Asset Management Corp | 1,500 | $28.5K | 0.02% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 1,481 | $28.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,317 | $25.0K | 0.00% | +1,317 | New |
| Tradition Wealth Management, LLC | 1,200 | $23.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 890 | $16.9K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 800 | $15.2K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 794 | $15.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 698 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 575 | $10.9K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 500 | $9.51K | 0.00% | 00.0% | Unchanged |