Security key
38748G101
- Type / Class
- Equity / SHS BEN INT
- Total 13F shares
- 16,539,712
- Share change
- -171,136
- Total reported value
- $428,059,204
- Price per share
- $25.89
- Number of holders
- 123
- Value change
- -$4,485,590
- Number of buys
- 53
- Number of sells
- 52
Report period
Q4 2024
Institutions
123
Top holders
10
BAR full security history
Newer quarter: Q1 2025
Previous quarter: Q3 2024
GraniteShares Gold Trust SEC filings
GraniteShares Gold Trust company facts
Broader feeds
Reporting periods
Holder history for CUSIP 38748G101
Recent filing periods:
Top shareholders of BAR - GraniteShares Gold Trust - SHS BEN INT (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
3,976,902
|
$103,280,145 | — | 30 Sep 2024 | |
| Richard Bernstein Advisors LLC |
13F
|
Company |
—
class O/S missing
|
3,162,485
|
$82,129,746 | — | 30 Sep 2024 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
834,120
|
$21,662,096 | — | 30 Sep 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
770,012
|
$19,997,000 | — | 30 Sep 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
706,592
|
$18,350,195 | — | 30 Sep 2024 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
647,478
|
$16,815,004 | — | 30 Sep 2024 | |
| BRANDYWINE OAK PRIVATE WEALTH LLC |
13F
|
Company |
—
class O/S missing
|
477,229
|
$12,393,618 | — | 30 Sep 2024 | |
| Rockefeller Capital Management L.P. |
13F
|
Company |
—
class O/S missing
|
469,033
|
$12,076,396 | — | 30 Sep 2024 | |
| Cambria Investment Management, L.P. |
13F
|
Company |
—
class O/S missing
|
456,147
|
$11,846,138 | — | 30 Sep 2024 | |
| LAKE STREET PRIVATE WEALTH, LLC |
13F
|
Company |
—
class O/S missing
|
367,139
|
$9,534,729 | — | 30 Sep 2024 | |
| Cetera Investment Advisers |
13F
|
Company |
—
class O/S missing
|
344,226
|
$8,939,549 | — | 30 Sep 2024 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
276,380
|
$7,177,595 | — | 30 Sep 2024 | |
| WCG Wealth Advisors LLC |
13F
|
Company |
—
class O/S missing
|
216,330
|
$5,618,000 | — | 30 Sep 2024 | |
| EWG Elevate Inc. |
13F
|
Company |
—
class O/S missing
|
211,822
|
$5,501,010 | — | 30 Sep 2024 | |
| ALM First Financial Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
209,214
|
$5,433,288 | — | 30 Sep 2024 | |
| MML INVESTORS SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
200,198
|
$5,199,000 | — | 30 Sep 2024 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
—
class O/S missing
|
161,300
|
$4,188,961 | — | 30 Sep 2024 | |
| China Universal Asset Management Co., Ltd. |
13F
|
Company |
—
class O/S missing
|
156,000
|
$4,051,320 | — | 30 Sep 2024 | |
| ETF Store, Inc. |
13F
|
Company |
—
class O/S missing
|
152,766
|
$3,967,333 | — | 30 Sep 2024 | |
| Brendel Financial Advisors LLC |
13F
|
Company |
—
class O/S missing
|
150,063
|
$3,897,000 | — | 30 Sep 2024 | |
| CAPTRUST FINANCIAL ADVISORS |
13F
|
Company |
—
class O/S missing
|
128,347
|
$3,333,162 | — | 30 Sep 2024 | |
| U.S. Capital Wealth Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
115,675
|
$3,004,080 | — | 30 Sep 2024 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
—
class O/S missing
|
111,137
|
$2,886,228 | — | 30 Sep 2024 | |
| Columbus Macro, LLC |
13F
|
Company |
—
class O/S missing
|
105,865
|
$2,753,793 | — | 30 Sep 2024 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
—
class O/S missing
|
102,699
|
$2,667,093 | — | 30 Sep 2024 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
—
class O/S missing
|
98,071
|
$2,546,904 | — | 30 Sep 2024 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
88,134
|
$2,289,000 | — | 30 Sep 2024 | |
| Clear Point Advisors Inc. |
13F
|
Company |
—
class O/S missing
|
87,439
|
$2,270,791 | — | 30 Sep 2024 | |
| AE Wealth Management LLC |
13F
|
Company |
—
class O/S missing
|
84,425
|
$2,192,517 | — | 30 Sep 2024 | |
| Cherry Creek Investment Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
82,502
|
$2,142,577 | — | 30 Sep 2024 | |
| HighTower Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
80,669
|
$2,094,000 | — | 30 Sep 2024 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
79,366
|
$2,061,103 | — | 30 Sep 2024 | |
| Kades & Cheifetz LLC |
13F
|
Company |
—
class O/S missing
|
77,330
|
$2,008,260 | — | 30 Sep 2024 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
64,773
|
$1,682,170 | — | 30 Sep 2024 | |
| Aptus Capital Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
63,462
|
$1,648,108 | — | 30 Sep 2024 | |
| Financial Guidance Group, Inc. |
13F
|
Company |
—
class O/S missing
|
59,066
|
$1,533,944 | — | 30 Sep 2024 | |
| TRANSCEND CAPITAL ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
57,047
|
$1,481,511 | — | 30 Sep 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
56,510
|
$1,467,563 | — | 30 Sep 2024 | |
| Sanctuary Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
46,953
|
$1,253,645 | — | 30 Sep 2024 | |
| FLOW TRADERS U.S. LLC |
13F
|
Company |
—
class O/S missing
|
46,663
|
$1,212,000 | — | 30 Sep 2024 | |
| MERCER GLOBAL ADVISORS INC /ADV |
13F
|
Company |
—
class O/S missing
|
42,620
|
$1,106,841 | — | 30 Sep 2024 | |
| Financial Advocates Investment Management |
13F
|
Company |
—
class O/S missing
|
41,648
|
$1,081,602 | — | 30 Sep 2024 | |
| IEQ CAPITAL, LLC |
13F
|
Company |
—
class O/S missing
|
39,858
|
$1,035,112 | — | 30 Sep 2024 | |
| AMERICAN FINANCIAL & TAX STRATEGIES INC |
13F
|
Company |
—
class O/S missing
|
38,334
|
$995,534 | — | 30 Sep 2024 | |
| BKM Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
36,903
|
$958,370 | — | 30 Sep 2024 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
35,864
|
$931,000 | — | 30 Sep 2024 | |
| INSPIRION WEALTH ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
35,165
|
$913,235 | — | 30 Sep 2024 | |
| Semus Wealth Partners LLC |
13F
|
Company |
—
class O/S missing
|
34,399
|
$893,342 | — | 30 Sep 2024 | |
| Axiom Advisory, LLC |
13F
|
Company |
—
class O/S missing
|
34,688
|
$848,639 | — | 30 Sep 2024 | |
| NewEdge Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
30,602
|
$794,731 | — | 30 Sep 2024 |
Institutional Holders of GraniteShares Gold Trust - SHS BEN INT (BAR) as of Q4 2024
As of 31 Dec 2024,
GraniteShares Gold Trust - SHS BEN INT (BAR) was held by
123 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
16,539,712 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, Richard Bernstein Advisors LLC, ENVESTNET ASSET MANAGEMENT INC, Royal Bank of Canada, LPL Financial LLC, BRANDYWINE OAK PRIVATE WEALTH LLC, Rockefeller Capital Management L.P., Cambria Investment Management, L.P., LAKE STREET PRIVATE WEALTH, LLC, and Cetera Investment Advisers.
This page lists
123
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
128
Q4 2024 holders
123
Holder diff
-5
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 Value $ | Q4 2024 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.