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Get Institutions for : 
Graniteshares Gold Trust (BAR)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 113    2
Total shares held : 
29,692,015  
% of shares held : 
43.7%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -8  
Amount of shares held : 
-1,250,366  
% of shares held change : 
  -1.84%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 424,668
 1.43%
 
Increased Positions :
32
 1,120,615
 3.77%
 
Unchanged Positions :
31
 462,254
 1.56%
 
Decreased Positions :
38
-2,555,170
-8.61%
 
Closed Positions :
14
-240,479
-0.81%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Jordan Park Group LLC 2 - 2024-03-31 11,579,722 $254,291,000 13,216
   BANK OF AMERICA CORP /DE/ 894 - 2024-03-31 4,587,127 $100,733,000 -502,000
   RICHARD BERNSTEIN ADVISORS LLC 14 - 2024-03-31 3,461,371 $76,012,000 -194,921
   JANE STREET GROUP LLC 339 - 2024-03-31 1,459,574 $32,052,000 1,288,795
   ENVESTNET ASSET MANAGEMENT INC 1143 - 2024-03-31 873,355 $19,179,000 -3,435
   ROYAL BANK OF CANADA 1224 - 2024-03-31 750,959 $16,491,000 -15,328
   LPL FINANCIAL CORP 1154 - 2024-03-31 595,737 $13,082,000 -41,874
   BANK OF NEW YORK MELLON CORP 1876 - 2024-03-31 538,027 $11,815,000 -50,393
   BANK OF MONTREAL /CAN/ 837 - 2024-03-31 496,493 $10,903,000 408,854
   Rockefeller Capital Management L.P. 470 - 2024-03-31 494,797 $10,866,000 -48,644
   Brandywine Oak Private Wealth LLC 18 - 2024-03-31 485,185 $10,655,000 55
   LAKE STREET FINANCIAL LLC 16 - 2024-03-31 367,995 $8,081,000 10,613
   Cetera Investment Advisers 754 - 2024-03-31 366,265 $8,043,000 144,985
   ETF Store Inc. 4 - 2024-03-31 325,750 $7,153,000 16,619
   STIFEL FINANCIAL CORP 995 - 2024-03-31 301,403 $6,619,000 -73,493
   EWG Elevate Inc. 16 - 2024-03-31 245,699 $5,396,000 3,893
   MULTIFINANCIAL SECURITIES CORP 467 - 2024-03-31 223,979 $4,919,000 139,290
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1007 - 2024-03-31 218,763 $4,804,000 22,894
   MML INVESTORS SERVICES LLC 687 - 2024-03-31 201,645 $4,428,000 7,810
   ALM First Financial Advisors LLC 14 - 2024-03-31 200,000 $4,392,000 0
   Brendel Financial Advisors LLC - 2024-03-31 154,446 $3,392,000 345
   CAPTRUST FINANCIAL ADVISORS 629 - 2024-03-31 147,010 $3,228,000 -3,946
   U.S. Capital Wealth Advisors LLC 193 - 2024-03-31 118,975 $2,613,000 6,300
   Columbus Macro LLC 25 - 2024-03-31 113,817 $2,499,000 940
   VIRTU FINANCIAL LLC 98 - 2024-03-31 107,136 $2,353,000 -70,248
   AE Wealth Management LLC 479 - 2024-03-31 92,265 $2,026,000 -29,478
   Advisor Group Holdings Inc. 1696 - 2024-03-31 90,460 $1,986,000 -29,001
   FLOW TRADERS U.S. LLC 187 - 2024-03-31 85,694 $1,882,000 85,694
   Cambria Investment Management L.P. 126 - 2024-03-31 84,633 $1,859,000 -523,842
   BKM Wealth Management LLC 37 - 2024-03-31 82,103 $1,803,000 3,202
   HIGHTOWER ADVISORS, LLC 1469 - 2024-03-31 81,247 $1,785,000 4,255
   Clear Point Advisors Inc. 13 - 2024-03-31 80,624 $1,771,000 1,033
   Kades & Cheifetz LLC 28 - 2024-03-31 77,928 $1,711,000 955
   Cherry Creek Investment Advisors Inc. 27 *New 2024-03-31 76,834 $1,687,000 76,834
   COMMONWEALTH EQUITY SERVICES LLC. 1933 - 2024-03-31 69,090 $1,517,000 7,632
   J P MORGAN CHASE & CO 3165 - 2024-03-31 65,001 $1,427,000 -2,750
   Aptus Capital Advisors LLC 334 *New 2024-03-31 61,753 $1,356,000 61,753
   TRANSCEND WEALTH COLLECTIVE LLC 195 - 2024-03-31 59,807 $1,313,000 -2,582
   Financial Guidance Group Inc. 24 - 2024-03-31 58,238 $1,279,000 3,550
   FINANCIAL NETWORK 1341 - 2024-03-31 53,586 $1,177,000 -25,479
   IMCCHICAGO, LLC 217 *New 2024-03-31 46,917 $1,030,000 46,917
   MORGAN STANLEY 4793 - 2024-03-31 45,749 $1,005,000 251
   IEQ CAPITAL LLC 492 - 2024-03-31 39,858 $875,000 0
   Financial Advocates Investment Management 351 - 2024-03-31 36,483 $801,000 -1,020
   Semus Wealth Partners LLC 34 - 2024-03-31 35,086 $770,000 -7,962
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1906 - 2024-03-31 34,871 $766,000 903
   China Universal Asset Management Co. Ltd. 152 - 2024-03-31 32,000 $703,000 12,000
   JANNEY MONTGOMERY SCOTT LLC 1729 - 2024-03-31 31,252 $686,000 -3,502
   EQ LLC 38 - 2024-03-31 29,011 $637,000 2,728
   Private Advisor Group LLC 1413 - 2024-03-31 26,942 $592,000 -660
   Jackson Hole Capital Partners LLC 116 - 2024-03-31 26,880 $590,000 0
   SMITH MOORE & CO. 250 - 2024-03-31 25,578 $562,000 -2,750
   Tactive Advisors LLC 42 - 2023-12-31 25,435 $519,000 9,248
   Almanack Investment Partners LLC. 110 - 2024-03-31 20,345 $447,000 850
   RAYMOND JAMES & ASSOCIATES 3083 - 2024-03-31 20,200 $444,000 -75,508
   PFG Advisors 430 - 2024-03-31 19,762 $434,000 0
   RENAISSANCE TECHNOLOGIES LLC 2930 - 2024-03-31 19,200 $422,000 -95,700
   EHRLICH FINANCIAL GROUP 64 - 2024-03-31 18,428 $405,000 1,646
   JAFFETILCHIN INVESTMENT PARTNERS LLC 249 - 2024-03-31 17,623 $387,000 0
   ESSEX FINANCIAL SERVICES INC 371 - 2024-03-31 17,539 $385,000 308
   DMG Group LLC 91 - 2024-03-31 17,092 $375,000 -1,082
   TrinityPoint Wealth LLC 233 - 2024-03-31 15,708 $345,000 -397
   Goss Wealth Management LLC 1555 - 2024-03-31 15,526 $341,000 11,805
   PATRON PARTNERS ADVISORS LLC 124 - 2024-03-31 15,374 $338,000 -1,361
   PRINCIPAL SECURITIES INC. 830 - 2024-03-31 14,518 $319,000 1,471
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2795 - 2024-03-31 14,254 $313,000 2,499
   Kraft Davis & Associates LLC 103 - 2024-03-31 12,767 $297,000 0
   HRT FINANCIAL LLC 1466 - 2024-03-31 13,526 $297,000 13,526
   NATIONAL ASSET MANAGEMENT, INC. 1062 - 2024-03-31 15,522 $284,000 3,550
   IFP Advisors Inc 780 - 2023-12-31 13,688 $279,000 950
   Evanson Asset Management LLC 256 - 2024-03-31 12,204 $268,000 0
   WOODMONT INVESTMENT COUNSEL LLC 232 - 2024-03-31 12,116 $266,000 0
   Stratos Wealth Advisors LLC 573 - 2024-03-31 12,035 $264,000 0
   Inscription Capital LLC 147 *New 2024-03-31 11,224 $261,000 11,224
   BB&T CORP 2338 - 2024-03-31 11,715 $257,000 -11
   Envestnet Portfolio Solutions Inc. 1444 *New 2024-03-31 11,534 $253,000 11,534
   CI Private Wealth LLC 1982 - 2024-03-31 11,264 $247,000 -270
   Beacon Financial Advisory LLC 208 - 2024-03-31 11,210 $246,000 0
   Financial Strategies Group Inc. 74 - 2024-03-31 10,563 $245,000 0
   COMERICA BANK 2228 - 2024-03-31 10,996 $241,000 -1,325
   Western Wealth Management LLC 575 - 2024-03-31 10,825 $238,000 450
   Leo Wealth LLC 295 - 2024-03-31 10,542 $234,000 0
   Integrys Wealth Advisors LLC 133 *New 2024-03-31 10,525 $231,000 10,525
   Steward Partners Investment Advisory LLC 1399 - 2024-03-31 9,650 $212,000 150
   RSM US WEALTH MANAGEMENT LLC 620 *New 2024-03-31 9,538 $209,000 9,538
   LexAurum Advisors LLC 275 *New 2024-03-31 9,427 $207,000 9,427
   Lido Advisors LLC 1116 - 2024-03-31 9,190 $202,000 -4,433
   Castle Rock Wealth Management LLC 229 *New 2024-03-31 8,847 $202,000 8,847
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1602 - 2024-03-31 7,662 $168,000 221
   Householder Group Estate & Retirement Specialist L 331 - 2024-03-31 5,092 $112,000 0
   WELLS FARGO & CO/MN 4457 - 2024-03-31 3,624 $80,000 -20
   Pineridge Advisors LLC 101 - 2024-03-31 3,591 $79,000 614
   Venturi Wealth Management LLC 456 - 2024-03-31 3,279 $72,000 -25
   Sugarloaf Wealth Management LLC 263 - 2024-03-31 3,087 $68,000 0
   HARBOUR INVESTMENTS INC. 1419 - 2023-12-31 2,642 $54,000 0
   Trivant Custom Portfolio Group LLC 102 - 2024-03-31 2,000 $44,000 0
   Ronald Blue Trust Inc. 972 - 2024-03-31 1,920 $42,000 536
   WFA Asset Management Corp 128 - 2024-03-31 1,500 $33,000 0
   TCTC HOLDINGS, LLC 341 - 2024-03-31 1,517 $33,000 0
   WHITTIER TRUST CO OF NEVADA INC 789 - 2024-03-31 1,317 $29,000 0

  100 Records found
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