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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 - 2023-12-31 11,566,506 $235,841,000 106,620
   BANK OF AMERICA CORP /DE/ 836 - 2023-12-31 5,089,127 $103,767,000 -423,184
   RICHARD BERNSTEIN ADVISORS LLC 16 - 2023-12-31 3,656,292 $74,552,000 -350,838
   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 1092 - 2023-12-31 637,611 $13,001,000 110,825
   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 19 - 2023-12-31 485,130 $9,892,000 215
   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 - 2023-12-31 309,131 $6,303,000 17,566
   EWG Elevate Inc. 16 - 2024-03-31 245,699 $5,396,000 3,893
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1283 - 2023-12-31 195,869 $3,994,000 184,304
   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 19 - 2023-12-31 154,101 $3,142,000 1,538
   CAPTRUST FINANCIAL ADVISORS 732 - 2023-12-31 150,956 $3,078,000 -14,615
   Columbus Macro LLC 25 - 2024-03-31 113,817 $2,499,000 940
   Advisor Group Holdings Inc. 1713 - 2023-12-31 119,461 $2,436,000 1,954
   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
   U.S. Capital Wealth Advisors LLC 200 - 2023-12-31 112,675 $2,297,000 28,095
   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
   MULTIFINANCIAL SECURITIES CORP 550 - 2023-12-31 84,689 $1,727,000 2,259
   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
   Kades & Cheifetz LLC 27 - 2023-12-31 76,973 $1,569,000 3,680
   HIGHTOWER ADVISORS, LLC 1541 - 2023-12-31 76,992 $1,569,000 8,562
   J P MORGAN CHASE & CO 3157 - 2023-12-31 67,751 $1,381,000 32,761
   TRANSCEND WEALTH COLLECTIVE LLC 180 - 2023-12-31 62,389 $1,272,000 -5,576
   COMMONWEALTH EQUITY SERVICES LLC. 1969 - 2023-12-31 61,458 $1,253,000 4,014
   Financial Guidance Group Inc. - 2023-12-31 54,688 $1,115,000 9,475
   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
   Semus Wealth Partners LLC - 2023-12-31 43,048 $878,000 -387
   IEQ CAPITAL LLC 472 - 2023-12-31 39,858 $813,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1906 - 2024-03-31 34,871 $766,000 903
   Financial Advocates Investment Management 341 - 2023-12-31 37,503 $765,000 1,360
   JANNEY MONTGOMERY SCOTT LLC 1651 - 2023-12-31 34,754 $709,000 -14,136
   Crew Capital Management Ltd. 35 - 2023-12-31 33,337 $680,000 -13,961
   SMITH MOORE & CO. 239 - 2023-12-31 28,328 $578,000 185
   Private Advisor Group LLC 1383 - 2023-12-31 27,602 $563,000 58
   Jackson Hole Capital Partners LLC 112 - 2023-12-31 26,880 $548,000 -6,830
   EQ LLC 34 - 2023-12-31 26,283 $536,000 -6,463
   Tactive Advisors LLC 42 - 2023-12-31 25,435 $519,000 9,248
   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
   China Universal Asset Management Co. Ltd. - 2023-12-31 20,000 $408,000 -5,000
   EHRLICH FINANCIAL GROUP 64 - 2024-03-31 18,428 $405,000 1,646
   PFG Advisors 405 - 2023-12-31 19,762 $403,000 0
   Almanack Investment Partners LLC. 104 - 2023-12-31 19,495 $398,000 2,420
   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
   PATRON PARTNERS ADVISORS LLC 120 - 2023-12-31 16,735 $341,000 -5
   TrinityPoint Wealth LLC 230 - 2023-12-31 16,105 $328,000 -104
   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
   PRINCIPAL SECURITIES INC. 827 - 2023-12-31 13,047 $266,000 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
   COMERICA BANK 2164 - 2023-12-31 12,321 $251,000 -598
   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
   CI Private Wealth LLC 1981 - 2023-12-31 11,534 $235,000 375
   Integrys Wealth Advisors LLC 133 *New 2024-03-31 10,525 $231,000 10,525
   Beacon Financial Advisory LLC - 2023-12-31 11,210 $229,000 0
   Leo Wealth LLC 293 - 2023-12-31 10,542 $227,000 0
   Western Wealth Management LLC 642 - 2023-12-31 10,375 $212,000 0
   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 - 2023-12-31 5,092 $103,000 55
   Goss Wealth Management LLC 2047 - 2023-12-31 3,721 $76,000 -6,159
   WELLS FARGO & CO/MN 4461 - 2023-12-31 3,644 $74,000 1,362
   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
   ADVISORY SERVICES NETWORK, LLC 2026 *New 2023-12-31 2,314 $47,000 2,314
   Trivant Custom Portfolio Group LLC 102 - 2024-03-31 2,000 $44,000 0
   WFA Asset Management Corp 128 - 2024-03-31 1,500 $33,000 0
   TCTC HOLDINGS, LLC 334 *New 2023-12-31 1,517 $31,000 1,517
   WHITTIER TRUST CO OF NEVADA INC 786 - 2023-12-31 1,317 $27,000 0
   Ronald Blue Trust Inc. 1201 - 2023-12-31 1,384 $25,000 362
   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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