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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 12 | $245 | 0.00% | −30−71.4% | Reduced |
| Clearstead Advisors, LLC | 15 | $306 | 0.00% | +15 | New |
| Signaturefd, LLC | 95 | $1.94K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 115 | $2.35K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 159 | $3.00K | 0.00% | +159 | New |
| FMR LLC | 173 | $3.53K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 247 | $5.04K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 255 | $5.20K | 0.00% | +255 | New |
| GPS Wealth Strategies Group, LLC | 270 | $5.50K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 485 | $9.89K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 500 | $10.2K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 554 | $11.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 570 | $11.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 575 | $11.7K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 794 | $16.2K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 800 | $16.3K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 890 | $18.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,106 | $23.0K | 0.00% | −182−14.1% | Reduced |
| SYSTM Wealth Solutions LLC | 1,130 | $23.0K | 0.00% | +1,130 | New |
| Tradition Wealth Management, LLC | 1,200 | $24.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,384 | $25.0K | 0.00% | +362+35.4% | Added |
| Whittier Trust Co of Nevada Inc | 1,317 | $26.8K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,500 | $30.6K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,517 | $30.9K | 0.00% | +1,517 | New |
| Trivant Custom Portfolio Group, LLC | 2,000 | $40.8K | 0.03% | −3,000−60.0% | Reduced |
| Advisory Services Network, LLC | 2,314 | $47.2K | 0.00% | +2,314 | New |
| Harbour Investments, Inc. | 2,642 | $53.9K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 2,977 | $60.7K | 0.02% | +2,977 | New |
| Sugarloaf Wealth Management, LLC | 3,087 | $62.9K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,304 | $67.4K | 0.00% | −302−8.4% | Reduced |
| Wells Fargo & Company | 3,644 | $74.3K | 0.00% | +1,362+59.7% | Added |
| GWM Advisors LLC | 3,721 | $75.9K | 0.00% | −6,159−62.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 5,092 | $103.0K | 0.03% | +55+1.1% | Added |
| Northwestern Mutual Wealth Management Co | 7,441 | $151.7K | 0.00% | +323+4.5% | Added |
| Steward Partners Investment Advisory, LLC | 9,500 | $193.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 10,200 | $208.0K | 0.00% | +9,441+1,243.9% | Added |
| Financial Strategies Group, Inc. | 10,563 | $210.2K | 0.06% | −958−8.3% | Reduced |
| Glen Eagle Advisors, LLC | 10,341 | $210.9K | 0.04% | −555−5.1% | Reduced |
| Western Wealth Management, LLC | 10,375 | $211.5K | 0.02% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 10,793 | $220.1K | 0.08% | 00.0% | Unchanged |
| Leo Wealth, LLC | 10,542 | $227.3K | 0.02% | +10,542 | New |
| Beacon Financial Advisory LLC | 11,210 | $228.6K | 0.11% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 11,413 | $232.7K | 0.09% | +11,413 | New |
| CI Private Wealth, LLC | 11,534 | $235.2K | 0.00% | +375+3.4% | Added |
| Truist Financial Corp | 11,726 | $239.1K | 0.00% | −13−0.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 11,755 | $239.7K | 0.00% | −465−3.8% | Reduced |
| National Asset Management, Inc. | 11,972 | $244.1K | 0.01% | −3,550−22.9% | Reduced |
| Stratos Wealth Advisors, LLC | 12,035 | $245.4K | 0.01% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 12,116 | $247.0K | 0.02% | +12,116 | New |
| Evanson Asset Management, LLC | 12,204 | $248.8K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 12,321 | $251.2K | 0.00% | −598−4.6% | Reduced |
| Kraft, Davis & Associates, LLC | 12,767 | $254.6K | 0.08% | 00.0% | Unchanged |
| Principal Securities, Inc. | 13,047 | $266.0K | 0.01% | +13,047 | New |
| Lido Advisors, LLC | 13,623 | $277.8K | 0.00% | −4,314−24.1% | Reduced |
| IFP Advisors, Inc | 13,688 | $279.1K | 0.01% | +950+7.5% | Added |
| TrinityPoint Wealth, LLC | 16,105 | $328.4K | 0.06% | −104−0.6% | Reduced |
| Northeast Financial Group, Inc. | 16,411 | $334.6K | 0.16% | −15,718−48.9% | Reduced |
| Patron Partners Advisors, LLC | 16,735 | $341.2K | 0.23% | −50.0% | Reduced |
| Ehrlich Financial Group | 16,782 | $342.2K | 0.34% | +16,782 | New |
| Sinecera Capital, LLC | 17,153 | $349.8K | 0.42% | −605−3.4% | Reduced |
| Essex Financial Services, Inc. | 17,231 | $351.3K | 0.04% | +238+1.4% | Added |
| WCG Wealth Advisors LLC | 17,503 | $357.0K | 0.03% | +17,503 | New |
| Jaffetilchin Investment Partners, LLC | 17,623 | $359.3K | 0.04% | −102−0.6% | Reduced |
| DMG Group, LLC | 18,174 | $370.6K | 0.35% | −921−4.8% | Reduced |
| Almanack Investment Partners, LLC. | 19,495 | $397.5K | 0.07% | +2,420+14.2% | Added |
| PFG Advisors | 19,762 | $402.9K | 0.03% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 20,000 | $407.8K | 0.08% | −5,000−20.0% | Reduced |
| Two Sigma Securities, LLC | 21,540 | $439.2K | 0.02% | +21,540 | New |
| Tactive Advisors, LLC | 25,435 | $518.6K | 0.33% | +9,248+57.1% | Added |
| Eq LLC | 26,283 | $535.9K | 0.40% | −2,728−9.4% | Reduced |
| Jackson Hole Capital Partners, LLC | 26,880 | $548.1K | 0.14% | −6,830−20.3% | Reduced |
| Private Advisor Group, LLC | 27,602 | $562.8K | 0.00% | +58+0.2% | Added |
| Huntington National Bank | – | $566.0K | 0.01% | – | – |
| Smith, Moore & Co. | 28,328 | $577.6K | 0.07% | +185+0.7% | Added |
| Crew Capital Management, Ltd. | 33,337 | $679.7K | 0.69% | −13,961−29.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 33,968 | $693.0K | 0.00% | −5,849−14.7% | Reduced |
| Janney Montgomery Scott LLC | 34,754 | $709.0K | 0.00% | −14,136−28.9% | Reduced |
| American Financial & Tax Strategies Inc | 37,493 | $764.5K | 0.44% | +37,493 | New |
| Financial Advocates Investment Management | 37,503 | $764.7K | 0.05% | +1,360+3.8% | Added |
| Ieq Capital, LLC | 39,858 | $812.7K | 0.01% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 43,048 | $877.7K | 0.72% | −387−0.9% | Reduced |
| Morgan Stanley | 45,498 | $927.7K | 0.00% | +2,416+5.6% | Added |
| Financial Guidance Group, Inc. | 54,688 | $1.12M | 0.77% | +9,475+21.0% | Added |
| Commonwealth Equity Services, LLC | 61,458 | $1.25M | 0.00% | +4,014+7.0% | Added |
| Transcend Wealth Collective, LLC | 62,389 | $1.27M | 0.11% | −5,576−8.2% | Reduced |
| JPMorgan Chase & Co | 67,751 | $1.38M | 0.00% | +32,761+93.6% | Added |
| HighTower Advisors, LLC | 76,992 | $1.57M | 0.00% | +8,562+12.5% | Added |
| Kades & Cheifetz LLC | 76,973 | $1.57M | 1.11% | +3,680+5.0% | Added |
| BKM Wealth Management, LLC | 78,901 | $1.61M | 0.69% | +78,901 | New |
| Cetera Advisor Networks LLC | 79,065 | $1.61M | 0.01% | −500−0.6% | Reduced |
| Clear Point Advisors Inc. | 79,591 | $1.62M | 1.43% | +79,591 | New |
| Cetera Advisors LLC | 84,689 | $1.73M | 0.02% | +2,259+2.7% | Added |
| Bank of Montreal | 87,639 | $1.80M | 0.00% | −307,048−77.8% | Reduced |
| Raymond James & Associates | 95,708 | $1.95M | 0.00% | −4,645−4.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 112,675 | $2.30M | 0.09% | +28,095+33.2% | Added |
| Columbus Macro, LLC | 112,877 | $2.30M | 0.91% | −1,639−1.4% | Reduced |
| Renaissance Technologies LLC | 114,900 | $2.34M | 0.00% | +114,900 | New |
| AE Wealth Management LLC | 121,743 | $2.43M | 0.01% | +20,970+20.8% | Added |
| Advisor Group Holdings, Inc. | 119,461 | $2.44M | 0.00% | +1,954+1.7% | Added |
| Captrust Financial Advisors | 150,956 | $3.08M | 0.01% | −14,615−8.8% | Reduced |