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, Q2 2025
Institutional positions in GraniteShares Gold Trust as of Jun 30, 2025. 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
- 135
- +7 vs. Q1 2025
- Shares held
- 15.8M
- −669.3K (−4.1%) vs. Q1 2025
- Total value
- $515.0M
- +$7.93M (+1.6%) vs. Q1 2025
- New holders
- 20
- 36 more added
- Sold out
- 13
- 46 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding GraniteShares Gold Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 3,199,277 | $104.4M | 0.01% | −319,590−9.1% | Reduced |
| Richard Bernstein Advisors LLC | 2,703,358 | $88.2M | 2.18% | −232,437−7.9% | Reduced |
| Envestnet Asset Management Inc | 767,379 | $25.0M | 0.01% | −76,858−9.1% | Reduced |
| Royal Bank of Canada | 696,903 | $22.7M | 0.00% | −99,783−12.5% | Reduced |
| LPL Financial LLC | 646,000 | $21.1M | 0.01% | −34,781−5.1% | Reduced |
| Rockefeller Capital Management L.P. | 445,034 | $14.5M | 0.03% | −5,054−1.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 439,760 | $14.4M | 1.33% | −46,003−9.5% | Reduced |
| Lake Street Financial LLC | 400,189 | $13.1M | 1.86% | −2,156−0.5% | Reduced |
| Cetera Investment Advisers | 338,427 | $11.0M | 0.02% | −25,065−6.9% | Reduced |
| Advyzon Investment Management, LLC | 322,782 | $10.5M | 2.33% | +322,782 | New |
| Cambria Investment Management, L.P. | 307,471 | $10.0M | 0.68% | −77,829−20.2% | Reduced |
| China Universal Asset Management Co., Ltd. | 303,000 | $9.89M | 0.93% | +34,000+12.6% | Added |
| Raymond James Financial Inc | 273,161 | $8.92M | 0.00% | +49,726+22.3% | Added |
| Columbus Macro, LLC | 269,821 | $8.81M | 1.08% | −25,010−8.5% | Reduced |
| Stifel Financial Corp | 228,073 | $7.44M | 0.01% | −30,079−11.7% | Reduced |
| Nations Financial Group Inc, | 227,510 | $7.43M | 0.51% | +124,234+120.3% | Added |
| ALM First Financial Advisors, LLC | 233,353 | $7.24M | 1.57% | 00.0% | Unchanged |
| MML Investors Services, LLC | 216,038 | $7.05M | 0.02% | +3,325+1.6% | Added |
| Maridea Wealth Management LLC | 198,800 | $6.49M | 1.69% | +198,800 | New |
| Ausdal Financial Partners, Inc. | 188,363 | $6.15M | 0.41% | +188,363 | New |
| Steward Partners Investment Advisory, LLC | 159,074 | $5.19M | 0.04% | +45,282+39.8% | Added |
| Bank of New York Mellon Corp | 158,366 | $5.17M | 0.00% | +49,643+45.7% | Added |
| Renaissance Technologies LLC | 155,100 | $5.06M | 0.01% | −404,600−72.3% | Reduced |
| Brendel Financial Advisors LLC | 151,280 | $4.94M | 2.77% | +1,555+1.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 149,864 | $4.89M | 0.14% | +7,140+5.0% | Added |
| Advisor Group Holdings, Inc. | 147,624 | $4.82M | 0.01% | +416+0.3% | Added |
| Captrust Financial Advisors | 145,013 | $4.73M | 0.01% | −9,048−5.9% | Reduced |
| Mason & Associates Inc | 120,517 | $3.93M | 0.91% | +13,133+12.2% | Added |
| ETF Store, Inc. | 119,727 | $3.91M | 4.53% | −1,825−1.5% | Reduced |
| Commonwealth Equity Services, LLC | 118,636 | $3.87M | 0.01% | −1,201−1.0% | Reduced |
| Mercer Global Advisors Inc | 104,755 | $3.42M | 0.01% | −17,193−14.1% | Reduced |
| Clear Point Advisors Inc. | 97,126 | $3.11M | 2.62% | +600+0.6% | Added |
| JPMorgan Chase & Co | 83,329 | $2.72M | 0.00% | −42,296−33.7% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 77,820 | $2.54M | 0.91% | +3,214+4.3% | Added |
| Cherry Creek Investment Advisors, Inc. | 77,228 | $2.52M | 1.18% | +1,134+1.5% | Added |
| HighTower Advisors, LLC | 72,806 | $2.38M | 0.00% | −5,448−7.0% | Reduced |
| Jackson Hole Capital Partners, LLC | 71,069 | $2.32M | 0.43% | 00.0% | Unchanged |
| AE Wealth Management LLC | 67,209 | $2.19M | 0.02% | −12,028−15.2% | Reduced |
| Morgan Stanley | 65,177 | $2.13M | 0.00% | −33,898−34.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 45,365 | $1.48M | 0.20% | +5,350+13.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 44,685 | $1.46M | 0.00% | −65−0.1% | Reduced |
| Sanctuary Advisors, LLC | 43,631 | $1.42M | 0.01% | −475−1.1% | Reduced |
| Defined Financial Planning LLC | 41,930 | $1.38M | 1.22% | +41,930 | New |
| American Financial & Tax Strategies Inc | 35,911 | $1.17M | 0.61% | −1,160−3.1% | Reduced |
| Ibex Wealth Advisors | 35,905 | $1.17M | 0.13% | −83,658−70.0% | Reduced |
| J Hagan Capital, Inc. | 34,845 | $1.17M | 0.79% | +34,845 | New |
| Aptus Capital Advisors, LLC | 34,317 | $1.12M | 0.01% | −21,638−38.7% | Reduced |
| Semus Wealth Partners LLC | 33,384 | $1.09M | 0.71% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 33,281 | $1.09M | 0.20% | +1,649+5.2% | Added |
| Smith, Moore & Co. | 30,859 | $1.01M | 0.08% | +700+2.3% | Added |
| Financial Guidance Group, Inc. | 29,503 | $963.0K | 0.47% | −21,638−42.3% | Reduced |
| BKM Wealth Management, LLC | 28,536 | $931.4K | 0.36% | +5,319+22.9% | Added |
| Eq LLC | 27,493 | $897.4K | 0.35% | 00.0% | Unchanged |
| Huntington National Bank | – | $812.6K | 0.01% | – | – |
| Atria Investments LLC | 20,679 | $675.0K | 0.01% | −555−2.6% | Reduced |
| CI Private Wealth, LLC | 20,651 | $674.0K | 0.00% | +480+2.4% | Added |
| Tactive Advisors, LLC | 20,115 | $656.6K | 0.21% | +20,115 | New |
| PFG Advisors | 18,352 | $599.0K | 0.03% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 17,764 | $579.8K | 0.02% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 17,325 | $565.5K | 0.09% | −985−5.4% | Reduced |
| RSM US Wealth Management LLC | 17,239 | $562.7K | 0.01% | +2,301+15.4% | Added |
| Leo Wealth, LLC | 16,907 | $561.9K | 0.04% | +16,907 | New |
| Jaffetilchin Investment Partners, LLC | 17,067 | $557.1K | 0.04% | −716−4.0% | Reduced |
| Denver Wealth Management, Inc. | 16,307 | $532.3K | 0.22% | +306+1.9% | Added |
| GWM Advisors LLC | 16,074 | $524.7K | 0.00% | −15,992−49.9% | Reduced |
| Ehrlich Financial Group | 16,066 | $524.4K | 0.34% | −1,012−5.9% | Reduced |
| IHT Wealth Management, LLC | 16,021 | $522.9K | 0.01% | +16,021 | New |
| Quadrature Capital Ltd | 15,707 | $512.6K | 0.01% | +15,707 | New |
| Essex Financial Services, Inc. | 15,627 | $510.1K | 0.03% | −610−3.8% | Reduced |
| Private Advisor Group, LLC | 14,960 | $488.3K | 0.00% | −480−3.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 14,830 | $484.1K | 0.00% | +1,183+8.7% | Added |
| Creative Planning | 14,576 | $475.8K | 0.00% | +5,693+64.1% | Added |
| We Are One Seven, LLC | 13,910 | $454.0K | 0.01% | −602−4.1% | Reduced |
| Kingsview Wealth Management, LLC | 13,642 | $445.3K | 0.01% | −27−0.2% | Reduced |
| HRT Financial LP | 13,025 | $425.0K | 0.00% | +6,272+92.9% | Added |
| Patron Partners Advisors, LLC | 12,824 | $418.6K | 0.21% | −948−6.9% | Reduced |
| Kraft, Davis & Associates, LLC | 12,767 | $417.7K | 0.11% | 00.0% | Unchanged |
| Principal Securities, Inc. | 12,719 | $415.2K | 0.01% | −4,386−25.6% | Reduced |
| Evanson Asset Management, LLC | 12,204 | $398.3K | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 12,180 | $397.6K | 0.00% | +4,974+69.0% | Added |
| CLG LLC | 12,000 | $391.7K | 0.12% | 00.0% | Unchanged |
| DMG Group, LLC | 11,840 | $386.5K | 0.30% | +2,252+23.5% | Added |
| Beacon Financial Advisory LLC | 11,563 | $377.4K | 0.10% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 11,467 | $374.0K | 0.00% | −2,627−18.6% | Reduced |
| Truist Financial Corp | 11,227 | $366.4K | 0.00% | −430−3.7% | Reduced |
| Coastal Bridge Advisors, LLC | 11,134 | $363.4K | 0.03% | +11,134 | New |
| Redhawk Wealth Advisors, Inc. | 11,031 | $360.0K | 0.05% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,725 | $350.1K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 10,630 | $347.0K | 0.30% | +10,630 | New |
| Evoke Wealth, LLC | 10,612 | $346.4K | 0.01% | +10,612 | New |
| Glen Eagle Advisors, LLC | 10,576 | $345.2K | 0.05% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 10,493 | $342.5K | 0.25% | +10,493 | New |
| Western Wealth Management, LLC | 10,215 | $333.4K | 0.02% | −610−5.6% | Reduced |
| Ronald Blue Trust, Inc. | 10,021 | $327.1K | 0.00% | +124+1.3% | Added |
| LexAurum Advisors, LLC | 9,733 | $317.7K | 0.05% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 9,034 | $294.9K | 0.04% | +2,156+31.3% | Added |
| Comerica Bank | 8,797 | $287.1K | 0.00% | −240−2.7% | Reduced |
| Axxcess Wealth Management, LLC | 8,695 | $283.8K | 0.01% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 8,687 | $283.5K | 0.09% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 7,863 | $256.6K | 0.01% | 00.0% | Unchanged |