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, Q4 2023
Institutional positions in GraniteShares Gold Trust as of Dec 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
- 121
- +5 vs. Q3 2023
- Shares held
- 30.0M
- −834.0K (−2.7%) vs. Q3 2023
- Total value
- $612.7M
- +$47.3M (+8.4%) vs. Q3 2023
- New holders
- 20
- 32 more added
- Sold out
- 15
- 40 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding GraniteShares Gold Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jordan Park Group LLC | 11,566,506 | $235.8M | 16.22% | +106,620+0.9% | Added |
| Bank of America Corp | 5,089,127 | $103.8M | 0.01% | −423,184−7.7% | Reduced |
| Richard Bernstein Advisors LLC | 3,656,292 | $74.6M | 1.65% | −350,838−8.8% | Reduced |
| Envestnet Asset Management Inc | 876,790 | $17.9M | 0.01% | +24,229+2.8% | Added |
| Royal Bank of Canada | 766,287 | $15.6M | 0.00% | −6,346−0.8% | Reduced |
| LPL Financial LLC | 637,611 | $13.0M | 0.01% | +110,825+21.0% | Added |
| Cambria Investment Management, L.P. | 608,475 | $12.4M | 0.86% | −147,982−19.6% | Reduced |
| Bank of New York Mellon Corp | 588,420 | $12.0M | 0.00% | +369,337+168.6% | Added |
| Rockefeller Capital Management L.P. | 543,441 | $11.1M | 0.04% | −15,150−2.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 485,130 | $9.89M | 1.10% | +2150.0% | Added |
| Stifel Financial Corp | 374,896 | $7.64M | 0.01% | −1,756−0.5% | Reduced |
| Lake Street Financial LLC | 357,382 | $7.29M | 1.15% | −5,481−1.5% | Reduced |
| ETF Store, Inc. | 309,131 | $6.30M | 4.07% | +17,566+6.0% | Added |
| EWG Elevate Inc. | 241,806 | $4.93M | 2.05% | +241,806 | New |
| Cetera Investment Advisers | 221,280 | $4.51M | 0.04% | −11,074−4.8% | Reduced |
| ALM First Financial Advisors, LLC | 200,000 | $4.08M | 1.19% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 195,869 | $3.99M | 0.01% | +184,304+1,593.6% | Added |
| MML Investors Services, LLC | 193,835 | $3.95M | 0.02% | +165,418+582.1% | Added |
| Virtu Financial LLC | 177,384 | $3.62M | 0.29% | +177,384 | New |
| Jane Street Group, LLC | 170,779 | $3.48M | 0.00% | −1,173,234−87.3% | Reduced |
| Brendel Financial Advisors LLC | 154,101 | $3.14M | 2.06% | +1,538+1.0% | Added |
| Captrust Financial Advisors | 150,956 | $3.08M | 0.01% | −14,615−8.8% | Reduced |
| Advisor Group Holdings, Inc. | 119,461 | $2.44M | 0.00% | +1,954+1.7% | Added |
| AE Wealth Management LLC | 121,743 | $2.43M | 0.01% | +20,970+20.8% | Added |
| Renaissance Technologies LLC | 114,900 | $2.34M | 0.00% | +114,900 | New |
| Columbus Macro, LLC | 112,877 | $2.30M | 0.91% | −1,639−1.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 112,675 | $2.30M | 0.09% | +28,095+33.2% | Added |
| Raymond James & Associates | 95,708 | $1.95M | 0.00% | −4,645−4.6% | Reduced |
| Bank of Montreal | 87,639 | $1.80M | 0.00% | −307,048−77.8% | Reduced |
| Cetera Advisors LLC | 84,689 | $1.73M | 0.02% | +2,259+2.7% | Added |
| Clear Point Advisors Inc. | 79,591 | $1.62M | 1.43% | +79,591 | New |
| Cetera Advisor Networks LLC | 79,065 | $1.61M | 0.01% | −500−0.6% | Reduced |
| BKM Wealth Management, LLC | 78,901 | $1.61M | 0.69% | +78,901 | New |
| Kades & Cheifetz LLC | 76,973 | $1.57M | 1.11% | +3,680+5.0% | Added |
| HighTower Advisors, LLC | 76,992 | $1.57M | 0.00% | +8,562+12.5% | Added |
| JPMorgan Chase & Co | 67,751 | $1.38M | 0.00% | +32,761+93.6% | Added |
| Transcend Wealth Collective, LLC | 62,389 | $1.27M | 0.11% | −5,576−8.2% | Reduced |
| Commonwealth Equity Services, LLC | 61,458 | $1.25M | 0.00% | +4,014+7.0% | Added |
| Financial Guidance Group, Inc. | 54,688 | $1.12M | 0.77% | +9,475+21.0% | Added |
| Morgan Stanley | 45,498 | $927.7K | 0.00% | +2,416+5.6% | Added |
| Semus Wealth Partners LLC | 43,048 | $877.7K | 0.72% | −387−0.9% | Reduced |
| Ieq Capital, LLC | 39,858 | $812.7K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 37,503 | $764.7K | 0.05% | +1,360+3.8% | Added |
| American Financial & Tax Strategies Inc | 37,493 | $764.5K | 0.44% | +37,493 | New |
| Janney Montgomery Scott LLC | 34,754 | $709.0K | 0.00% | −14,136−28.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 33,968 | $693.0K | 0.00% | −5,849−14.7% | Reduced |
| Crew Capital Management, Ltd. | 33,337 | $679.7K | 0.69% | −13,961−29.5% | Reduced |
| Smith, Moore & Co. | 28,328 | $577.6K | 0.07% | +185+0.7% | Added |
| Huntington National Bank | – | $566.0K | 0.01% | – | – |
| Private Advisor Group, LLC | 27,602 | $562.8K | 0.00% | +58+0.2% | Added |
| Jackson Hole Capital Partners, LLC | 26,880 | $548.1K | 0.14% | −6,830−20.3% | Reduced |
| Eq LLC | 26,283 | $535.9K | 0.40% | −2,728−9.4% | Reduced |
| Tactive Advisors, LLC | 25,435 | $518.6K | 0.33% | +9,248+57.1% | Added |
| Two Sigma Securities, LLC | 21,540 | $439.2K | 0.02% | +21,540 | New |
| China Universal Asset Management Co., Ltd. | 20,000 | $407.8K | 0.08% | −5,000−20.0% | Reduced |
| PFG Advisors | 19,762 | $402.9K | 0.03% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 19,495 | $397.5K | 0.07% | +2,420+14.2% | Added |
| DMG Group, LLC | 18,174 | $370.6K | 0.35% | −921−4.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 17,623 | $359.3K | 0.04% | −102−0.6% | Reduced |
| WCG Wealth Advisors LLC | 17,503 | $357.0K | 0.03% | +17,503 | New |
| Essex Financial Services, Inc. | 17,231 | $351.3K | 0.04% | +238+1.4% | Added |
| Sinecera Capital, LLC | 17,153 | $349.8K | 0.42% | −605−3.4% | Reduced |
| Ehrlich Financial Group | 16,782 | $342.2K | 0.34% | +16,782 | New |
| Patron Partners Advisors, LLC | 16,735 | $341.2K | 0.23% | −50.0% | Reduced |
| Northeast Financial Group, Inc. | 16,411 | $334.6K | 0.16% | −15,718−48.9% | Reduced |
| TrinityPoint Wealth, LLC | 16,105 | $328.4K | 0.06% | −104−0.6% | Reduced |
| IFP Advisors, Inc | 13,688 | $279.1K | 0.01% | +950+7.5% | Added |
| Lido Advisors, LLC | 13,623 | $277.8K | 0.00% | −4,314−24.1% | Reduced |
| Principal Securities, Inc. | 13,047 | $266.0K | 0.01% | +13,047 | New |
| Kraft, Davis & Associates, LLC | 12,767 | $254.6K | 0.08% | 00.0% | Unchanged |
| Comerica Bank | 12,321 | $251.2K | 0.00% | −598−4.6% | Reduced |
| Evanson Asset Management, LLC | 12,204 | $248.8K | 0.02% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 12,116 | $247.0K | 0.02% | +12,116 | New |
| Stratos Wealth Advisors, LLC | 12,035 | $245.4K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 11,972 | $244.1K | 0.01% | −3,550−22.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 11,755 | $239.7K | 0.00% | −465−3.8% | Reduced |
| Truist Financial Corp | 11,726 | $239.1K | 0.00% | −13−0.1% | Reduced |
| CI Private Wealth, LLC | 11,534 | $235.2K | 0.00% | +375+3.4% | Added |
| Calton & Associates, Inc. | 11,413 | $232.7K | 0.09% | +11,413 | New |
| Beacon Financial Advisory LLC | 11,210 | $228.6K | 0.11% | 00.0% | Unchanged |
| Leo Wealth, LLC | 10,542 | $227.3K | 0.02% | +10,542 | New |
| NovaPoint Capital, LLC | 10,793 | $220.1K | 0.08% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 10,375 | $211.5K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10,341 | $210.9K | 0.04% | −555−5.1% | Reduced |
| Financial Strategies Group, Inc. | 10,563 | $210.2K | 0.06% | −958−8.3% | Reduced |
| UBS Group AG | 10,200 | $208.0K | 0.00% | +9,441+1,243.9% | Added |
| Steward Partners Investment Advisory, LLC | 9,500 | $193.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,441 | $151.7K | 0.00% | +323+4.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 5,092 | $103.0K | 0.03% | +55+1.1% | Added |
| GWM Advisors LLC | 3,721 | $75.9K | 0.00% | −6,159−62.3% | Reduced |
| Wells Fargo & Company | 3,644 | $74.3K | 0.00% | +1,362+59.7% | Added |
| Venturi Wealth Management, LLC | 3,304 | $67.4K | 0.00% | −302−8.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 3,087 | $62.9K | 0.02% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 2,977 | $60.7K | 0.02% | +2,977 | New |
| Harbour Investments, Inc. | 2,642 | $53.9K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,314 | $47.2K | 0.00% | +2,314 | New |
| Trivant Custom Portfolio Group, LLC | 2,000 | $40.8K | 0.03% | −3,000−60.0% | Reduced |
| TCTC Holdings, LLC | 1,517 | $30.9K | 0.00% | +1,517 | New |
| WFA Asset Management Corp | 1,500 | $30.6K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,317 | $26.8K | 0.00% | 00.0% | Unchanged |