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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2024: 119 institutions
Q1 2021: 82 institutionsQ2 2021: 96 institutionsQ3 2021: 95 institutionsQ4 2021: 101 institutionsQ1 2022: 110 institutionsQ2 2022: 113 institutionsQ3 2022: 112 institutionsQ4 2022: 115 institutionsQ1 2023: 119 institutionsQ2 2023: 113 institutionsQ3 2023: 116 institutionsQ4 2023: 121 institutionsQ1 2024: 119 institutionsQ2 2024: 127 institutionsQ3 2024: 128 institutionsQ4 2024: 123 institutionsQ1 2025: 128 institutionsQ2 2025: 135 institutionsQ3 2025: 158 institutionsQ4 2025: 172 institutionsQ1 2026: 177 institutionsQ2 2026: 172 institutions
Value heldQ1 2024: $665.1M
Q1 2021: $724.8MQ2 2021: $706.2MQ3 2021: $732.0MQ4 2021: $571.0MQ1 2022: $623.4MQ2 2022: $595.6MQ3 2022: $528.0MQ4 2022: $582.5MQ1 2023: $629.7MQ2 2023: $630.4MQ3 2023: $565.4MQ4 2023: $612.7MQ1 2024: $665.1MQ2 2024: $409.4MQ3 2024: $434.3MQ4 2024: $428.1MQ1 2025: $507.0MQ2 2025: $515.0MQ3 2025: $588.5MQ4 2025: $688.6MQ1 2026: $726.8MQ2 2026: $563.8M
Institutions holding BAR and their total value by quarter
QuarterHoldersValue
Q2 2026172$563.8M
Q1 2026177$726.8M
Q4 2025172$688.6M
Q3 2025158$588.5M
Q2 2025135$515.0M
Q1 2025128$507.0M
Q4 2024123$428.1M
Q3 2024128$434.3M
Q2 2024127$409.4M
Q1 2024119$665.1M
Q4 2023121$612.7M
Q3 2023116$565.4M
Q2 2023113$630.4M
Q1 2023119$629.7M
Q4 2022115$582.5M
Q3 2022112$528.0M
Q2 2022113$595.6M
Q1 2022110$623.4M
Q4 2021101$571.0M
Q3 202195$732.0M
Q2 202196$706.2M
Q1 202182$724.8M

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding GraniteShares Gold Trust; share changes are against Q4 2023.

Institutions holding BAR in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
WR Wealth Planners, LLC13$2850.00%+13New
Clearstead Advisors, LLC15$3470.00%00.0%Unchanged
Signaturefd, LLC95$2.09K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA132$2.90K0.00%+120+1,000.0%Added
SYSTM Wealth Solutions LLC148$3.25K0.00%−982−86.9%Reduced
Qube Research & Technologies Ltd370$8.13K0.00%−200−35.1%Reduced
GPS Wealth Strategies Group, LLC426$9.36K0.00%+156+57.8%Added
UBS Group AG455$9.99K0.00%−9,745−95.5%Reduced
Cypress Capital Management LLC (WY)485$10.7K0.01%00.0%Unchanged
FMR LLC543$11.9K0.00%+370+213.9%Added
NBC Securities, Inc.554$12.0K0.00%00.0%Unchanged
Sound Income Strategies, LLC575$12.6K0.00%00.0%Unchanged
Tucker Asset Management LLC794$17.4K0.00%00.0%Unchanged
Retirement Group, LLC800$17.6K0.01%00.0%Unchanged
Hollencrest Capital Management890$19.5K0.00%00.0%Unchanged
Farther Finance Advisors, LLC955$21.2K0.00%+708+286.6%Added
CWM, LLC1,106$24.0K0.00%00.0%Unchanged
CoreCap Advisors, LLC1,273$28.0K0.00%+1,273New
Whittier Trust Co of Nevada Inc1,317$28.9K0.00%00.0%Unchanged
WFA Asset Management Corp1,500$32.9K0.02%00.0%Unchanged
TCTC Holdings, LLC1,517$33.3K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.1,920$42.2K0.00%+536+38.7%Added
Trivant Custom Portfolio Group, LLC2,000$43.9K0.03%00.0%Unchanged
Harbour Investments, Inc.2,652$58.2K0.00%+10+0.4%Added
Sugarloaf Wealth Management, LLC3,087$67.8K0.01%00.0%Unchanged
Venturi Wealth Management, LLC3,279$72.0K0.00%−25−0.8%Reduced
Pineridge Advisors LLC3,591$78.9K0.03%+614+20.6%Added
Wells Fargo & Company3,624$79.6K0.00%−20−0.5%Reduced
Householder Group Estate & Retirement Specialist, LLC5,092$111.8K0.03%00.0%Unchanged
IFP Advisors, Inc5,862$128.7K0.01%−7,826−57.2%Reduced
Northwestern Mutual Wealth Management Co7,662$168.3K0.00%+221+3.0%Added
Lido Advisors, LLC9,190$201.8K0.00%−4,433−32.5%Reduced
Castle Rock Wealth Management, LLC8,847$202.0K0.06%+8,847New
LexAurum Advisors, LLC9,427$207.0K0.05%+9,427New
RSM US Wealth Management LLC9,538$209.5K0.01%+9,538New
Steward Partners Investment Advisory, LLC9,650$211.9K0.00%+150+1.6%Added
Glen Eagle Advisors, LLC9,676$212.5K0.04%−665−6.4%Reduced
Inspirion Wealth Advisors, LLC10,525$231.1K0.04%+10,525New
Leo Wealth, LLC10,542$233.8K0.02%00.0%Unchanged
Western Wealth Management, LLC10,825$237.7K0.02%+450+4.3%Added
Comerica Bank10,996$241.5K0.00%−1,325−10.8%Reduced
Financial Strategies Group, Inc.10,563$245.5K0.07%00.0%Unchanged
Beacon Financial Advisory LLC11,210$246.2K0.12%00.0%Unchanged
Inscription Capital, LLC11,224$246.5K0.04%+11,224New
CI Private Wealth, LLC11,264$247.4K0.00%−270−2.3%Reduced
Envestnet Portfolio Solutions, Inc.11,534$253.3K0.00%+11,534New
Truist Financial Corp11,715$257.3K0.00%−11−0.1%Reduced
Stratos Wealth Advisors, LLC12,035$264.3K0.02%00.0%Unchanged
Woodmont Investment Counsel LLC12,116$266.1K0.02%00.0%Unchanged
Evanson Asset Management, LLC12,204$268.0K0.02%00.0%Unchanged
National Asset Management, Inc.15,522$283.7K0.01%+3,550+29.7%Added
Kraft, Davis & Associates, LLC12,767$297.0K0.09%00.0%Unchanged
HRT Financial LP13,526$297.0K0.00%+13,526New
Raymond James Financial Services Advisors, Inc.14,254$313.0K0.00%+2,499+21.3%Added
Principal Securities, Inc.14,518$318.8K0.01%+1,471+11.3%Added
Patron Partners Advisors, LLC15,374$337.6K0.21%−1,361−8.1%Reduced
GWM Advisors LLC15,526$341.0K0.00%+11,805+317.3%Added
TrinityPoint Wealth, LLC15,708$344.9K0.06%−397−2.5%Reduced
DMG Group, LLC17,092$375.3K0.32%−1,082−6.0%Reduced
Essex Financial Services, Inc.17,539$385.2K0.04%+308+1.8%Added
Jaffetilchin Investment Partners, LLC17,623$387.0K0.03%00.0%Unchanged
Ehrlich Financial Group18,428$404.7K0.34%+1,646+9.8%Added
Renaissance Technologies LLC19,200$422.0K0.00%−95,700−83.3%Reduced
PFG Advisors19,762$434.0K0.03%00.0%Unchanged
Raymond James & Associates20,200$443.6K0.00%−75,508−78.9%Reduced
Almanack Investment Partners, LLC.20,345$446.8K0.08%+850+4.4%Added
Smith, Moore & Co.25,578$561.7K0.06%−2,750−9.7%Reduced
Jackson Hole Capital Partners, LLC26,880$590.3K0.14%00.0%Unchanged
Private Advisor Group, LLC26,942$591.6K0.00%−660−2.4%Reduced
Huntington National Bank–$609.5K0.00%––
Eq LLC29,011$637.1K0.39%+2,728+10.4%Added
Tactive Advisors, LLC29,410$645.8K0.34%+3,975+15.6%Added
Janney Montgomery Scott LLC31,252$686.0K0.00%−3,502−10.1%Reduced
China Universal Asset Management Co., Ltd.32,000$702.7K0.09%+12,000+60.0%Added
Cambridge Investment Research Advisors, Inc.34,871$766.0K0.00%+903+2.7%Added
Semus Wealth Partners LLC35,086$770.5K0.65%−7,962−18.5%Reduced
Financial Advocates Investment Management36,483$801.2K0.05%−1,020−2.7%Reduced
American Financial & Tax Strategies Inc37,926$832.9K0.45%+433+1.2%Added
Ieq Capital, LLC39,858$875.3K0.01%00.0%Unchanged
Morgan Stanley45,749$1.00M0.00%+251+0.6%Added
IMC-Chicago, LLC46,917$1.03M0.04%+46,917New
Financial Guidance Group, Inc.58,238$1.28M0.83%+3,550+6.5%Added
Transcend Wealth Collective, LLC59,807$1.31M0.11%−2,582−4.1%Reduced
Aptus Capital Advisors, LLC61,753$1.36M0.03%+61,753New
JPMorgan Chase & Co65,001$1.43M0.00%−2,750−4.1%Reduced
Commonwealth Equity Services, LLC69,090$1.52M0.00%+7,632+12.4%Added
Cherry Creek Investment Advisors, Inc.76,834$1.69M0.91%+76,834New
Kades & Cheifetz LLC77,928$1.71M1.10%+955+1.2%Added
Clear Point Advisors Inc.80,624$1.77M1.46%+1,033+1.3%Added
HighTower Advisors, LLC81,247$1.78M0.00%+4,255+5.5%Added
BKM Wealth Management, LLC82,103$1.80M0.78%+3,202+4.1%Added
Cambria Investment Management, L.P.84,633$1.86M0.11%−523,842−86.1%Reduced
Flow Traders U.S. LLC85,694$1.88M0.10%+85,694New
Advisor Group Holdings, Inc.90,460$1.99M0.00%−29,001−24.3%Reduced
AE Wealth Management LLC92,265$2.03M0.02%−29,478−24.2%Reduced
Virtu Financial LLC107,136$2.35M0.18%−70,248−39.6%Reduced
Columbus Macro, LLC113,817$2.50M0.95%+940+0.8%Added
U.S. Capital Wealth Advisors, LLC118,975$2.61M0.10%+6,300+5.6%Added
Captrust Financial Advisors147,010$3.23M0.01%−3,946−2.6%Reduced
Brendel Financial Advisors LLC154,446$3.39M3.88%+345+0.2%Added