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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  
Free Registration Required For Full Results

            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/ 836 - 2023-12-31 5,089,127 $103,767,000 -423,184
   RICHARD BERNSTEIN ADVISORS LLC 14 - 2024-03-31 3,461,371 $76,012,000 -194,921
   ENVESTNET ASSET MANAGEMENT INC 1098 - 2023-12-31 876,790 $17,878,000 24,229
   ROYAL BANK OF CANADA 1223 - 2023-12-31 766,287 $15,625,000 -6,346
   LPL FINANCIAL CORP 1154 - 2024-03-31 595,737 $13,082,000 -41,874
   Cambria Investment Management L.P. 31 - 2023-12-31 608,475 $12,407,000 -147,982
   BANK OF NEW YORK MELLON CORP 1876 - 2024-03-31 538,027 $11,815,000 -50,393
   Rockefeller Capital Management L.P. 422 - 2023-12-31 543,441 $11,081,000 -15,150
   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
   STIFEL FINANCIAL CORP 883 - 2023-12-31 374,896 $7,644,000 -1,756
   ETF Store Inc. 4 - 2024-03-31 325,750 $7,153,000 16,619
   EWG Elevate Inc. 16 - 2024-03-31 245,699 $5,396,000 3,893
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1007 - 2024-03-31 218,763 $4,804,000 22,894
   Cetera Investment Advisers 473 - 2023-12-31 221,280 $4,512,000 -11,074
   ALM First Financial Advisors LLC 14 - 2023-12-31 200,000 $4,078,000 0
   MML INVESTORS SERVICES LLC 704 - 2023-12-31 193,835 $3,952,000 165,418
   VIRTU FINANCIAL LLC 47 - 2023-12-31 177,384 $3,617,000 177,384
   JANE STREET GROUP LLC 1820 - 2023-12-31 170,779 $3,482,000 -1,173,234
   Brendel Financial Advisors LLC - 2024-03-31 154,446 $3,392,000 345
   CAPTRUST FINANCIAL ADVISORS 732 - 2023-12-31 150,956 $3,078,000 -14,615
   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
   AE Wealth Management LLC 831 - 2023-12-31 121,743 $2,429,000 20,970
   RENAISSANCE TECHNOLOGIES LLC 1857 *New 2023-12-31 114,900 $2,343,000 114,900
   Advisor Group Holdings Inc. 1696 - 2024-03-31 90,460 $1,986,000 -29,001
   BKM Wealth Management LLC 37 - 2024-03-31 82,103 $1,803,000 3,202
   BANK OF MONTREAL /CAN/ 1381 - 2023-12-31 87,639 $1,801,000 -307,048
   HIGHTOWER ADVISORS, LLC 1469 - 2024-03-31 81,247 $1,785,000 4,255
   MULTIFINANCIAL SECURITIES CORP 550 - 2023-12-31 84,689 $1,727,000 2,259
   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
   FINANCIAL NETWORK 1078 - 2023-12-31 79,065 $1,612,000 -500
   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
   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
   IMCCHICAGO, LLC 217 *New 2024-03-31 46,917 $1,030,000 46,917
   MORGAN STANLEY 4812 - 2023-12-31 45,498 $928,000 2,416
   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. 239 - 2023-12-31 28,328 $578,000 185
   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
   TWO SIGMA SECURITIES LLC 455 *New 2023-12-31 21,540 $439,000 21,540
   PFG Advisors 430 - 2024-03-31 19,762 $434,000 0
   EHRLICH FINANCIAL GROUP 64 - 2024-03-31 18,428 $405,000 1,646
   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
   JAFFETILCHIN INVESTMENT PARTNERS LLC 254 - 2023-12-31 17,623 $359,000 -102
   WCG Wealth Advisors LLC 275 *New 2023-12-31 17,503 $357,000 17,503
   TrinityPoint Wealth LLC 233 - 2024-03-31 15,708 $345,000 -397
   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
   IFP Advisors Inc 780 - 2023-12-31 13,688 $279,000 950
   Lido Advisors LLC 939 - 2023-12-31 13,623 $278,000 -4,314
   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
   Kraft Davis & Associates LLC 111 - 2023-12-31 12,767 $255,000 0
   Envestnet Portfolio Solutions Inc. 1444 *New 2024-03-31 11,534 $253,000 11,534
   COMERICA BANK 2164 - 2023-12-31 12,321 $251,000 -598
   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
   NATIONAL ASSET MANAGEMENT, INC. 1148 - 2023-12-31 11,972 $244,000 -3,550
   BB&T CORP 2379 - 2023-12-31 11,726 $239,000 -13
   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
   RSM US WEALTH MANAGEMENT LLC 620 *New 2024-03-31 9,538 $209,000 9,538
   UBS Group AG 4533 - 2023-12-31 10,200 $208,000 9,441
   LexAurum Advisors LLC 275 *New 2024-03-31 9,427 $207,000 9,427
   Steward Partners Investment Advisory LLC 1387 - 2023-12-31 9,500 $194,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1597 - 2023-12-31 7,441 $152,000 323
   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
   Goss Wealth Management LLC 2047 - 2023-12-31 3,721 $76,000 -6,159
   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
   Pineridge Advisors LLC - 2023-12-31 2,977 $61,000 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
   CWM LLC 2751 - 2024-03-31 1,106 $24,000 0
   Tradition Wealth Management LLC 787 - 2023-12-31 1,200 $24,000 0
  100 Records found
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