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, Q3 2023
Institutional positions in GraniteShares Gold Trust as of Sep 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
- 116
- +3 vs. Q2 2023
- Shares held
- 30.9M
- −2.28M (−6.9%) vs. Q2 2023
- Total value
- $565.4M
- −$65.0M (−10.3%) vs. Q2 2023
- New holders
- 16
- 22 more added
- Sold out
- 13
- 47 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding GraniteShares Gold Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jordan Park Group LLC | 11,459,886 | $209.5M | 15.05% | −348,350−3.0% | Reduced |
| Bank of America Corp | 5,512,311 | $100.8M | 0.01% | −290,715−5.0% | Reduced |
| Richard Bernstein Advisors LLC | 4,007,130 | $73.3M | 1.63% | −150,303−3.6% | Reduced |
| Jane Street Group, LLC | 1,344,013 | $24.6M | 0.04% | +14,507+1.1% | Added |
| Envestnet Asset Management Inc | 852,561 | $15.6M | 0.01% | −12,012−1.4% | Reduced |
| Royal Bank of Canada | 772,633 | $14.1M | 0.00% | +2030.0% | Added |
| Cambria Investment Management, L.P. | 756,457 | $13.8M | 1.12% | −51,189−6.3% | Reduced |
| Rockefeller Capital Management L.P. | 558,591 | $10.2M | 0.04% | +33,097+6.3% | Added |
| LPL Financial LLC | 526,786 | $9.63M | 0.01% | −36,700−6.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 484,915 | $8.86M | 1.05% | −1,181−0.2% | Reduced |
| Bank of Montreal | 394,687 | $7.63M | 0.00% | +5,764+1.5% | Added |
| Stifel Financial Corp | 376,652 | $6.89M | 0.01% | −588−0.2% | Reduced |
| Lake Street Financial LLC | 362,863 | $6.70M | 1.20% | −44,994−11.0% | Reduced |
| ETF Store, Inc. | 291,565 | $5.62M | 4.02% | −3,930−1.3% | Reduced |
| Cetera Investment Advisers | 232,354 | $4.25M | 0.04% | −1,403−0.6% | Reduced |
| Bank of New York Mellon Corp | 219,083 | $4.00M | 0.00% | −31,113−12.4% | Reduced |
| ALM First Financial Advisors, LLC | 200,000 | $3.66M | 1.09% | 00.0% | Unchanged |
| Captrust Financial Advisors | 165,571 | $3.03M | 0.01% | −6,519−3.8% | Reduced |
| Brendel Financial Advisors LLC | 152,563 | $2.79M | 4.14% | −24,087−13.6% | Reduced |
| Advisor Group Holdings, Inc. | 117,507 | $2.15M | 0.00% | −61,672−34.4% | Reduced |
| Columbus Macro, LLC | 114,516 | $2.09M | 0.88% | −99,465−46.5% | Reduced |
| IFG Advisory, LLC | 106,779 | $1.95M | 0.16% | 00.0% | Unchanged |
| AE Wealth Management LLC | 100,773 | $1.84M | 0.01% | −3,763−3.6% | Reduced |
| Raymond James & Associates | 100,353 | $1.83M | 0.00% | −249,562−71.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 84,580 | $1.55M | 0.07% | +200+0.2% | Added |
| Cetera Advisors LLC | 82,430 | $1.51M | 0.02% | −6,595−7.4% | Reduced |
| Cetera Advisor Networks LLC | 79,565 | $1.45M | 0.01% | −1,851−2.3% | Reduced |
| Poehling Capital Management, LLC | 77,323 | $1.41M | 0.49% | +480+0.6% | Added |
| Kades & Cheifetz LLC | 73,293 | $1.34M | 1.06% | −3,250−4.2% | Reduced |
| HighTower Advisors, LLC | 68,430 | $1.25M | 0.00% | −618−0.9% | Reduced |
| Transcend Wealth Collective, LLC | 67,965 | $1.24M | 0.12% | −660−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 57,444 | $1.05M | 0.00% | −13,668−19.2% | Reduced |
| Janney Montgomery Scott LLC | 48,890 | $894.0K | 0.00% | −106,258−68.5% | Reduced |
| Crew Capital Management, Ltd. | 47,298 | $864.6K | 0.93% | −28,501−37.6% | Reduced |
| Financial Guidance Group, Inc. | 45,213 | $826.5K | 0.62% | +4,450+10.9% | Added |
| Semus Wealth Partners LLC | 43,435 | $794.0K | 0.74% | −11,361−20.7% | Reduced |
| Morgan Stanley | 43,082 | $787.5K | 0.00% | −110,300−71.9% | Reduced |
| Ieq Capital, LLC | 39,858 | $728.6K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 39,817 | $728.0K | 0.00% | +1,638+4.3% | Added |
| Financial Advocates Investment Management | 36,143 | $660.7K | 0.05% | +3,896+12.1% | Added |
| JPMorgan Chase & Co | 34,990 | $639.6K | 0.00% | +14,891+74.1% | Added |
| Jackson Hole Capital Partners, LLC | 33,710 | $616.2K | 0.18% | +15,000+80.2% | Added |
| Northeast Financial Group, Inc. | 32,129 | $587.3K | 0.36% | −631−1.9% | Reduced |
| Huntington National Bank | – | $555.8K | 0.01% | – | – |
| Eq LLC | 29,011 | $530.3K | 0.39% | −3,735−11.4% | Reduced |
| MML Investors Services, LLC | 28,417 | $519.0K | 0.00% | +9,137+47.4% | Added |
| Smith, Moore & Co. | 28,143 | $514.5K | 0.07% | +55+0.2% | Added |
| Private Advisor Group, LLC | 27,544 | $503.5K | 0.00% | −399−1.4% | Reduced |
| China Universal Asset Management Co., Ltd. | 25,000 | $457.0K | 0.13% | +25,000 | New |
| PFG Advisors | 19,762 | $361.2K | 0.03% | −219−1.1% | Reduced |
| DMG Group, LLC | 19,095 | $349.1K | 0.35% | +100+0.5% | Added |
| Lido Advisors, LLC | 17,937 | $327.9K | 0.00% | −956−5.1% | Reduced |
| Sinecera Capital, LLC | 17,758 | $324.6K | 0.44% | −26,328−59.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 17,725 | $324.0K | 0.04% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 17,075 | $312.1K | 0.06% | +400+2.4% | Added |
| Essex Financial Services, Inc. | 16,993 | $310.6K | 0.04% | −159−0.9% | Reduced |
| Patron Partners Advisors, LLC | 16,740 | $306.0K | 0.23% | +386+2.4% | Added |
| TrinityPoint Wealth, LLC | 16,209 | $296.3K | 0.06% | +237+1.5% | Added |
| Tactive Advisors, LLC | 16,187 | $295.9K | 0.26% | +16,187 | New |
| HRT Financial LP | 15,572 | $284.0K | 0.00% | −88,689−85.1% | Reduced |
| National Asset Management, Inc. | 15,522 | $283.7K | 0.01% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 14,960 | $273.0K | 0.01% | −23,962−61.6% | Reduced |
| Comerica Bank | 12,919 | $236.2K | 0.00% | +12,919 | New |
| IFP Advisors, Inc | 12,738 | $232.8K | 0.01% | −7,910−38.3% | Reduced |
| Kraft, Davis & Associates, LLC | 12,767 | $230.3K | 0.09% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 12,220 | $223.4K | 0.00% | +12,220 | New |
| Evanson Asset Management, LLC | 12,204 | $223.1K | 0.02% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 12,052 | $220.3K | 0.15% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 12,035 | $220.0K | 0.01% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 11,521 | $219.0K | 0.07% | −30,625−72.7% | Reduced |
| Truist Financial Corp | 11,739 | $214.6K | 0.00% | −163−1.4% | Reduced |
| Susquehanna International Group, LLP | 11,565 | $211.4K | 0.00% | +11,565 | New |
| Beacon Financial Advisory LLC | 11,210 | $204.9K | 0.11% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 11,159 | $204.0K | 0.00% | +65+0.6% | Added |
| Glen Eagle Advisors, LLC | 10,896 | $199.2K | 0.05% | −675−5.8% | Reduced |
| NovaPoint Capital, LLC | 10,793 | $197.3K | 0.08% | −852−7.3% | Reduced |
| Western Wealth Management, LLC | 10,375 | $189.7K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 9,880 | $180.6K | 0.00% | −38,090−79.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,500 | $173.7K | 0.00% | +9,500 | New |
| Northwestern Mutual Wealth Management Co | 7,118 | $130.1K | 0.00% | −4,794−40.2% | Reduced |
| Impact Partnership Wealth, LLC | 6,827 | $124.8K | 0.04% | −14−0.2% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 5,037 | $92.1K | 0.03% | +5,037 | New |
| Trivant Custom Portfolio Group, LLC | 5,000 | $91.4K | 0.07% | −5,500−52.4% | Reduced |
| Venturi Wealth Management, LLC | 3,606 | $65.9K | 0.01% | −1,872−34.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 3,087 | $56.4K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,642 | $48.3K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,282 | $41.7K | 0.00% | +362+18.9% | Added |
| Private Ocean, LLC | 2,200 | $40.2K | 0.01% | +2,200 | New |
| Cary Street Partner Investment Advisory LLC | 1,944 | $35.5K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,500 | $27.4K | 0.02% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 1,481 | $27.1K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,317 | $24.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,288 | $24.0K | 0.00% | +590+84.5% | Added |
| Tradition Wealth Management, LLC | 1,200 | $22.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,022 | $19.0K | 0.00% | +886+651.5% | Added |
| Hollencrest Capital Management | 890 | $16.3K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 800 | $14.6K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 794 | $14.5K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 759 | $13.9K | 0.00% | +353+86.9% | Added |
| Sound Income Strategies, LLC | 575 | $10.5K | 0.00% | 00.0% | Unchanged |