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, Q1 2024
Institutional positions in GraniteShares Gold Trust as of Mar 31, 2024. 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
- 119
- −2 vs. Q4 2023
- Shares held
- 30.3M
- +235.0K (+0.8%) vs. Q4 2023
- Total value
- $665.1M
- +$52.4M (+8.5%) vs. Q4 2023
- New holders
- 13
- 42 more added
- Sold out
- 15
- 36 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding GraniteShares Gold Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jordan Park Group LLC | 11,579,722 | $254.3M | 16.16% | +13,216+0.1% | Added |
| Bank of America Corp | 4,587,127 | $100.7M | 0.01% | −502,000−9.9% | Reduced |
| Richard Bernstein Advisors LLC | 3,461,371 | $76.0M | 1.63% | −194,921−5.3% | Reduced |
| Jane Street Group, LLC | 1,459,574 | $32.1M | 0.04% | +1,288,795+754.7% | Added |
| Envestnet Asset Management Inc | 873,355 | $19.2M | 0.01% | −3,435−0.4% | Reduced |
| Royal Bank of Canada | 750,959 | $16.5M | 0.00% | −15,328−2.0% | Reduced |
| LPL Financial LLC | 595,737 | $13.1M | 0.01% | −41,874−6.6% | Reduced |
| Bank of New York Mellon Corp | 538,027 | $11.8M | 0.00% | −50,393−8.6% | Reduced |
| Bank of Montreal | 496,493 | $10.9M | 0.01% | +408,854+466.5% | Added |
| Rockefeller Capital Management L.P. | 494,797 | $10.9M | 0.03% | −48,644−9.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 485,185 | $10.7M | 1.11% | +550.0% | Added |
| Lake Street Financial LLC | 367,995 | $8.08M | 1.12% | +10,613+3.0% | Added |
| Cetera Investment Advisers | 366,265 | $8.04M | 0.02% | +144,985+65.5% | Added |
| ETF Store, Inc. | 325,750 | $7.15M | 4.08% | +16,619+5.4% | Added |
| Stifel Financial Corp | 301,403 | $6.62M | 0.01% | −73,493−19.6% | Reduced |
| EWG Elevate Inc. | 245,699 | $5.40M | 2.05% | +3,893+1.6% | Added |
| Susquehanna International Group, LLP | 218,763 | $4.80M | 0.01% | +22,894+11.7% | Added |
| MML Investors Services, LLC | 201,645 | $4.43M | 0.02% | +7,810+4.0% | Added |
| ALM First Financial Advisors, LLC | 200,000 | $4.39M | 1.22% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 154,446 | $3.39M | 3.88% | +345+0.2% | Added |
| Captrust Financial Advisors | 147,010 | $3.23M | 0.01% | −3,946−2.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 118,975 | $2.61M | 0.10% | +6,300+5.6% | Added |
| Columbus Macro, LLC | 113,817 | $2.50M | 0.95% | +940+0.8% | Added |
| Virtu Financial LLC | 107,136 | $2.35M | 0.18% | −70,248−39.6% | Reduced |
| AE Wealth Management LLC | 92,265 | $2.03M | 0.02% | −29,478−24.2% | Reduced |
| Advisor Group Holdings, Inc. | 90,460 | $1.99M | 0.00% | −29,001−24.3% | Reduced |
| Flow Traders U.S. LLC | 85,694 | $1.88M | 0.10% | +85,694 | New |
| Cambria Investment Management, L.P. | 84,633 | $1.86M | 0.11% | −523,842−86.1% | Reduced |
| BKM Wealth Management, LLC | 82,103 | $1.80M | 0.78% | +3,202+4.1% | Added |
| HighTower Advisors, LLC | 81,247 | $1.78M | 0.00% | +4,255+5.5% | Added |
| Clear Point Advisors Inc. | 80,624 | $1.77M | 1.46% | +1,033+1.3% | Added |
| Kades & Cheifetz LLC | 77,928 | $1.71M | 1.10% | +955+1.2% | Added |
| Cherry Creek Investment Advisors, Inc. | 76,834 | $1.69M | 0.91% | +76,834 | New |
| Commonwealth Equity Services, LLC | 69,090 | $1.52M | 0.00% | +7,632+12.4% | Added |
| JPMorgan Chase & Co | 65,001 | $1.43M | 0.00% | −2,750−4.1% | Reduced |
| Aptus Capital Advisors, LLC | 61,753 | $1.36M | 0.03% | +61,753 | New |
| Transcend Wealth Collective, LLC | 59,807 | $1.31M | 0.11% | −2,582−4.1% | Reduced |
| Financial Guidance Group, Inc. | 58,238 | $1.28M | 0.83% | +3,550+6.5% | Added |
| IMC-Chicago, LLC | 46,917 | $1.03M | 0.04% | +46,917 | New |
| Morgan Stanley | 45,749 | $1.00M | 0.00% | +251+0.6% | Added |
| Ieq Capital, LLC | 39,858 | $875.3K | 0.01% | 00.0% | Unchanged |
| American Financial & Tax Strategies Inc | 37,926 | $832.9K | 0.45% | +433+1.2% | Added |
| Financial Advocates Investment Management | 36,483 | $801.2K | 0.05% | −1,020−2.7% | Reduced |
| Semus Wealth Partners LLC | 35,086 | $770.5K | 0.65% | −7,962−18.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 34,871 | $766.0K | 0.00% | +903+2.7% | Added |
| China Universal Asset Management Co., Ltd. | 32,000 | $702.7K | 0.09% | +12,000+60.0% | Added |
| Janney Montgomery Scott LLC | 31,252 | $686.0K | 0.00% | −3,502−10.1% | Reduced |
| Tactive Advisors, LLC | 29,410 | $645.8K | 0.34% | +3,975+15.6% | Added |
| Eq LLC | 29,011 | $637.1K | 0.39% | +2,728+10.4% | Added |
| Huntington National Bank | – | $609.5K | 0.00% | – | – |
| Private Advisor Group, LLC | 26,942 | $591.6K | 0.00% | −660−2.4% | Reduced |
| Jackson Hole Capital Partners, LLC | 26,880 | $590.3K | 0.14% | 00.0% | Unchanged |
| Smith, Moore & Co. | 25,578 | $561.7K | 0.06% | −2,750−9.7% | Reduced |
| Almanack Investment Partners, LLC. | 20,345 | $446.8K | 0.08% | +850+4.4% | Added |
| Raymond James & Associates | 20,200 | $443.6K | 0.00% | −75,508−78.9% | Reduced |
| PFG Advisors | 19,762 | $434.0K | 0.03% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 19,200 | $422.0K | 0.00% | −95,700−83.3% | Reduced |
| Ehrlich Financial Group | 18,428 | $404.7K | 0.34% | +1,646+9.8% | Added |
| Jaffetilchin Investment Partners, LLC | 17,623 | $387.0K | 0.03% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 17,539 | $385.2K | 0.04% | +308+1.8% | Added |
| DMG Group, LLC | 17,092 | $375.3K | 0.32% | −1,082−6.0% | Reduced |
| TrinityPoint Wealth, LLC | 15,708 | $344.9K | 0.06% | −397−2.5% | Reduced |
| GWM Advisors LLC | 15,526 | $341.0K | 0.00% | +11,805+317.3% | Added |
| Patron Partners Advisors, LLC | 15,374 | $337.6K | 0.21% | −1,361−8.1% | Reduced |
| Principal Securities, Inc. | 14,518 | $318.8K | 0.01% | +1,471+11.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 14,254 | $313.0K | 0.00% | +2,499+21.3% | Added |
| HRT Financial LP | 13,526 | $297.0K | 0.00% | +13,526 | New |
| Kraft, Davis & Associates, LLC | 12,767 | $297.0K | 0.09% | 00.0% | Unchanged |
| National Asset Management, Inc. | 15,522 | $283.7K | 0.01% | +3,550+29.7% | Added |
| Evanson Asset Management, LLC | 12,204 | $268.0K | 0.02% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 12,116 | $266.1K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 12,035 | $264.3K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 11,715 | $257.3K | 0.00% | −11−0.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 11,534 | $253.3K | 0.00% | +11,534 | New |
| CI Private Wealth, LLC | 11,264 | $247.4K | 0.00% | −270−2.3% | Reduced |
| Inscription Capital, LLC | 11,224 | $246.5K | 0.04% | +11,224 | New |
| Beacon Financial Advisory LLC | 11,210 | $246.2K | 0.12% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 10,563 | $245.5K | 0.07% | 00.0% | Unchanged |
| Comerica Bank | 10,996 | $241.5K | 0.00% | −1,325−10.8% | Reduced |
| Western Wealth Management, LLC | 10,825 | $237.7K | 0.02% | +450+4.3% | Added |
| Leo Wealth, LLC | 10,542 | $233.8K | 0.02% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 10,525 | $231.1K | 0.04% | +10,525 | New |
| Glen Eagle Advisors, LLC | 9,676 | $212.5K | 0.04% | −665−6.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,650 | $211.9K | 0.00% | +150+1.6% | Added |
| RSM US Wealth Management LLC | 9,538 | $209.5K | 0.01% | +9,538 | New |
| LexAurum Advisors, LLC | 9,427 | $207.0K | 0.05% | +9,427 | New |
| Castle Rock Wealth Management, LLC | 8,847 | $202.0K | 0.06% | +8,847 | New |
| Lido Advisors, LLC | 9,190 | $201.8K | 0.00% | −4,433−32.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,662 | $168.3K | 0.00% | +221+3.0% | Added |
| IFP Advisors, Inc | 5,862 | $128.7K | 0.01% | −7,826−57.2% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 5,092 | $111.8K | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,624 | $79.6K | 0.00% | −20−0.5% | Reduced |
| Pineridge Advisors LLC | 3,591 | $78.9K | 0.03% | +614+20.6% | Added |
| Venturi Wealth Management, LLC | 3,279 | $72.0K | 0.00% | −25−0.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 3,087 | $67.8K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,652 | $58.2K | 0.00% | +10+0.4% | Added |
| Trivant Custom Portfolio Group, LLC | 2,000 | $43.9K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,920 | $42.2K | 0.00% | +536+38.7% | Added |
| TCTC Holdings, LLC | 1,517 | $33.3K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,500 | $32.9K | 0.02% | 00.0% | Unchanged |