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 |
|---|---|---|---|---|---|
| WR Wealth Planners, LLC | 13 | $238 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 42 | $768 | 0.00% | +42 | New |
| Register Financial Advisors LLC | 70 | $1.28K | 0.00% | +70 | New |
| Signaturefd, LLC | 95 | $1.74K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 115 | $2.10K | 0.00% | +115 | New |
| The PNC Financial Services Group, Inc. | 141 | $2.58K | 0.00% | +141 | New |
| Key Financial Inc | 165 | $3.02K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 173 | $3.16K | 0.00% | +173 | New |
| Farther Finance Advisors, LLC | 247 | $4.51K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 270 | $4.94K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 410 | $7.50K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 485 | $8.87K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 500 | $9.14K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 554 | $10.0K | 0.00% | +554 | New |
| Headinvest, LLC | 555 | $10.0K | 0.00% | +555 | New |
| Qube Research & Technologies Ltd | 570 | $10.4K | 0.00% | +570 | New |
| Sound Income Strategies, LLC | 575 | $10.5K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 759 | $13.9K | 0.00% | +353+86.9% | Added |
| Tucker Asset Management LLC | 794 | $14.5K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 800 | $14.6K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 890 | $16.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,022 | $19.0K | 0.00% | +886+651.5% | Added |
| Tradition Wealth Management, LLC | 1,200 | $22.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,288 | $24.0K | 0.00% | +590+84.5% | Added |
| Whittier Trust Co of Nevada Inc | 1,317 | $24.1K | 0.00% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 1,481 | $27.1K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,500 | $27.4K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,944 | $35.5K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 2,200 | $40.2K | 0.01% | +2,200 | New |
| Wells Fargo & Company | 2,282 | $41.7K | 0.00% | +362+18.9% | Added |
| Harbour Investments, Inc. | 2,642 | $48.3K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 3,087 | $56.4K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,606 | $65.9K | 0.01% | −1,872−34.2% | Reduced |
| Trivant Custom Portfolio Group, LLC | 5,000 | $91.4K | 0.07% | −5,500−52.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 5,037 | $92.1K | 0.03% | +5,037 | New |
| Impact Partnership Wealth, LLC | 6,827 | $124.8K | 0.04% | −14−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,118 | $130.1K | 0.00% | −4,794−40.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,500 | $173.7K | 0.00% | +9,500 | New |
| GWM Advisors LLC | 9,880 | $180.6K | 0.00% | −38,090−79.4% | Reduced |
| Western Wealth Management, LLC | 10,375 | $189.7K | 0.02% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 10,793 | $197.3K | 0.08% | −852−7.3% | Reduced |
| Glen Eagle Advisors, LLC | 10,896 | $199.2K | 0.05% | −675−5.8% | Reduced |
| CI Private Wealth, LLC | 11,159 | $204.0K | 0.00% | +65+0.6% | Added |
| Beacon Financial Advisory LLC | 11,210 | $204.9K | 0.11% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,565 | $211.4K | 0.00% | +11,565 | New |
| Truist Financial Corp | 11,739 | $214.6K | 0.00% | −163−1.4% | Reduced |
| Financial Strategies Group, Inc. | 11,521 | $219.0K | 0.07% | −30,625−72.7% | Reduced |
| Stratos Wealth Advisors, LLC | 12,035 | $220.0K | 0.01% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 12,052 | $220.3K | 0.15% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 12,204 | $223.1K | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 12,220 | $223.4K | 0.00% | +12,220 | New |
| Kraft, Davis & Associates, LLC | 12,767 | $230.3K | 0.09% | 00.0% | Unchanged |
| IFP Advisors, Inc | 12,738 | $232.8K | 0.01% | −7,910−38.3% | Reduced |
| Comerica Bank | 12,919 | $236.2K | 0.00% | +12,919 | New |
| Flow Traders U.S. LLC | 14,960 | $273.0K | 0.01% | −23,962−61.6% | Reduced |
| National Asset Management, Inc. | 15,522 | $283.7K | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 15,572 | $284.0K | 0.00% | −88,689−85.1% | Reduced |
| Tactive Advisors, LLC | 16,187 | $295.9K | 0.26% | +16,187 | New |
| TrinityPoint Wealth, LLC | 16,209 | $296.3K | 0.06% | +237+1.5% | Added |
| Patron Partners Advisors, LLC | 16,740 | $306.0K | 0.23% | +386+2.4% | Added |
| Essex Financial Services, Inc. | 16,993 | $310.6K | 0.04% | −159−0.9% | Reduced |
| Almanack Investment Partners, LLC. | 17,075 | $312.1K | 0.06% | +400+2.4% | Added |
| Jaffetilchin Investment Partners, LLC | 17,725 | $324.0K | 0.04% | 00.0% | Unchanged |
| Sinecera Capital, LLC | 17,758 | $324.6K | 0.44% | −26,328−59.7% | Reduced |
| Lido Advisors, LLC | 17,937 | $327.9K | 0.00% | −956−5.1% | Reduced |
| DMG Group, LLC | 19,095 | $349.1K | 0.35% | +100+0.5% | Added |
| PFG Advisors | 19,762 | $361.2K | 0.03% | −219−1.1% | Reduced |
| China Universal Asset Management Co., Ltd. | 25,000 | $457.0K | 0.13% | +25,000 | New |
| Private Advisor Group, LLC | 27,544 | $503.5K | 0.00% | −399−1.4% | Reduced |
| Smith, Moore & Co. | 28,143 | $514.5K | 0.07% | +55+0.2% | Added |
| MML Investors Services, LLC | 28,417 | $519.0K | 0.00% | +9,137+47.4% | Added |
| Eq LLC | 29,011 | $530.3K | 0.39% | −3,735−11.4% | Reduced |
| Huntington National Bank | – | $555.8K | 0.01% | – | – |
| Northeast Financial Group, Inc. | 32,129 | $587.3K | 0.36% | −631−1.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 33,710 | $616.2K | 0.18% | +15,000+80.2% | Added |
| JPMorgan Chase & Co | 34,990 | $639.6K | 0.00% | +14,891+74.1% | Added |
| Financial Advocates Investment Management | 36,143 | $660.7K | 0.05% | +3,896+12.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 39,817 | $728.0K | 0.00% | +1,638+4.3% | Added |
| Ieq Capital, LLC | 39,858 | $728.6K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 43,082 | $787.5K | 0.00% | −110,300−71.9% | Reduced |
| Semus Wealth Partners LLC | 43,435 | $794.0K | 0.74% | −11,361−20.7% | Reduced |
| Financial Guidance Group, Inc. | 45,213 | $826.5K | 0.62% | +4,450+10.9% | Added |
| Crew Capital Management, Ltd. | 47,298 | $864.6K | 0.93% | −28,501−37.6% | Reduced |
| Janney Montgomery Scott LLC | 48,890 | $894.0K | 0.00% | −106,258−68.5% | Reduced |
| Commonwealth Equity Services, LLC | 57,444 | $1.05M | 0.00% | −13,668−19.2% | Reduced |
| Transcend Wealth Collective, LLC | 67,965 | $1.24M | 0.12% | −660−1.0% | Reduced |
| HighTower Advisors, LLC | 68,430 | $1.25M | 0.00% | −618−0.9% | Reduced |
| Kades & Cheifetz LLC | 73,293 | $1.34M | 1.06% | −3,250−4.2% | Reduced |
| Poehling Capital Management, LLC | 77,323 | $1.41M | 0.49% | +480+0.6% | Added |
| Cetera Advisor Networks LLC | 79,565 | $1.45M | 0.01% | −1,851−2.3% | Reduced |
| Cetera Advisors LLC | 82,430 | $1.51M | 0.02% | −6,595−7.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 84,580 | $1.55M | 0.07% | +200+0.2% | Added |
| Raymond James & Associates | 100,353 | $1.83M | 0.00% | −249,562−71.3% | Reduced |
| AE Wealth Management LLC | 100,773 | $1.84M | 0.01% | −3,763−3.6% | Reduced |
| IFG Advisory, LLC | 106,779 | $1.95M | 0.16% | 00.0% | Unchanged |
| Columbus Macro, LLC | 114,516 | $2.09M | 0.88% | −99,465−46.5% | Reduced |
| Advisor Group Holdings, Inc. | 117,507 | $2.15M | 0.00% | −61,672−34.4% | Reduced |
| Brendel Financial Advisors LLC | 152,563 | $2.79M | 4.14% | −24,087−13.6% | Reduced |
| Captrust Financial Advisors | 165,571 | $3.03M | 0.01% | −6,519−3.8% | Reduced |
| ALM First Financial Advisors, LLC | 200,000 | $3.66M | 1.09% | 00.0% | Unchanged |