DaveManuel.com · Institutional Ownership · Who Owns It
GRANITESHARES GOLD TR (BAR)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
174
Reporting holders
$567.1M
Reported value
43.4%
Of shares outstanding
0.0%
Calls
0.0%
Puts
-4
Holder change
Institutions report 14,343,164 shares against 33,050,000 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $97.4M | 2,464,379 | 0.01% | 31q | -2.1%-$2.1M |
| Jupiter Topco LLC | $42.3M | 1,069,738 | 0.02% | new | FIRST |
| Bank of New York Mellon Corp | $27.8M | 702,594 | 0.00% | 18q | +1.5%+$416.8K |
| LPL Financial LLC | $27.4M | 692,247 | 0.01% | 31q | +5.7%+$1.5M |
| ENVESTNET ASSET MANAGEMENT INC | $25.0M | 633,252 | 0.01% | 31q | HELD |
| ROYAL BANK OF CANADA | $22.9M | 579,180 | 0.00% | 31q | +1.1%+$243.5K |
| BRANDYWINE OAK PRIVATE WEALTH LLC | $17.9M | 452,642 | 1.36% | 25q | +5.1%+$867.9K |
| Rockefeller Capital Management L.P. | $17.9M | 451,588 | 0.03% | 27q | -1.8%-$318.8K |
| LAKE STREET PRIVATE WEALTH, LLC | $16.1M | 408,474 | 1.85% | 19q | HELD |
| Cetera Investment Advisers | $12.2M | 308,814 | 0.01% | 23q | +2.4%+$289.8K |
| China Universal Asset Management Co., Ltd. | $12.0M | 303,000 | 0.72% | 12q | HELD |
| MML INVESTORS SERVICES, LLC | $11.9M | 300,563 | 0.02% | 25q | +29.9%+$2.7M |
| ALM First Financial Advisors, LLC | $11.1M | 281,590 | 1.88% | 15q | +20.7%+$1.9M |
| OSAIC HOLDINGS, INC. | $10.7M | 269,458 | 0.01% | 26q | -2.8%-$306.9K |
| Columbus Macro, LLC | $9.9M | 250,000 | 0.96% | 31q | +2.2%+$211.5K |
| Arax Advisory Partners | $8.6M | 218,453 | 0.06% | 6q | +3501.9%+$8.4M |
| Ausdal Financial Partners, Inc. | $8.5M | 216,245 | 0.33% | 5q | -50.4%-$8.7M |
| Advyzon Investment Management, LLC | $8.4M | 211,478 | 0.61% | 5q | -51.7%-$9.0M |
| Mason & Associates Inc | $8.2M | 206,312 | 1.32% | 7q | +6.9%+$529.7K |
| STIFEL FINANCIAL CORP | $7.4M | 187,913 | 0.01% | 28q | +12.6%+$828.3K |
| a16z Perennial Management, L.P. | $7.2M | 181,946 | 0.58% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $6.2M | 155,792 | 0.00% | 7q | -9.0%-$612.4K |
| Brendel Financial Advisors LLC | $5.8M | 146,753 | 2.69% | 16q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $5.3M | 133,340 | 0.01% | 21q | -5.2%-$288.5K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $5.0M | 126,498 | 0.24% | 6q | -39.4%-$3.2M |
| FSA Investment Group, LLC | $4.9M | 124,487 | 1.60% | 4q | +34.4%+$1.3M |
| ETF Store, Inc. | $4.7M | 118,926 | 3.93% | 19q | +2.8%+$128.5K |
| Steward Partners Investment Advisory, LLC | $4.5M | 114,576 | 0.02% | 12q | -3.2%-$151.9K |
| Cambridge Investment Research Advisors, Inc. | $4.2M | 107,088 | 0.00% | 26q | +85.8%+$2.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.1M | 104,866 | 0.01% | 28q | +0.8%+$33.2K |
| Empowered Funds, LLC | $3.8M | 96,550 | 0.02% | 4q | -57.2%-$5.1M |
| Maridea Wealth Management LLC | $3.7M | 92,517 | 0.40% | 5q | -60.1%-$5.5M |
| Clear Point Advisors Inc. | $3.6M | 89,915 | 3.15% | 11q | -4.2%-$156.9K |
| FLOW TRADERS U.S. LLC | $3.2M | 80,126 | 0.13% | new | NEW |
| Virtu Financial LLC | $3.1M | 78,651 | 0.10% | new | NEW |
| Lido Advisors, LLC | $3.1M | 78,194 | 0.01% | 5q | +1008.2%+$2.8M |
| Sanctuary Advisors, LLC | $3.0M | 76,224 | 0.01% | 9q | +51.0%+$1.0M |
| MERCER GLOBAL ADVISORS INC /ADV | $3.0M | 75,717 | 0.00% | 9q | -1.1%-$34.5K |
| COMPASS FINANCIAL MANAGEMENT LLC | $2.9M | 73,413 | 0.35% | new | FIRST |
| Belpointe Asset Management LLC | $2.8M | 70,810 | 0.09% | 2q | HELD |
| MORGAN STANLEY | $2.7M | 68,690 | 0.00% | 32q | HELD |
| Cherry Creek Investment Advisors, Inc. | $2.6M | 65,919 | 1.03% | 10q | HELD |
| AE Wealth Management LLC | $2.6M | 65,599 | 0.01% | 14q | +11.9%+$275.1K |
| Cambria Investment Management, L.P. | $2.2M | 54,893 | 0.11% | 23q | -79.9%-$8.6M |
| GC Wealth Management RIA, LLC | $2.1M | 53,893 | 0.12% | new | NEW |
| HighTower Advisors, LLC | $2.0M | 50,722 | 0.00% | 24q | -14.3%-$333.6K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $1.8M | 44,892 | 0.03% | 4q | +1.9%+$32.7K |
| Vestmark Advisory Solutions, Inc. | $1.8M | 44,781 | 0.02% | 3q | +2.7%+$47.2K |
| SMITH, MOORE & CO. | $1.7M | 43,867 | 0.11% | 21q | -2.1%-$36.8K |
| JPMORGAN CHASE & CO | $1.7M | 43,313 | 0.00% | 22q | -14.4%-$288.1K |
| INSPIRION WEALTH ADVISORS, LLC | $1.6M | 41,045 | 0.19% | 10q | +1.5%+$23.9K |
| HighPoint Advisor Group LLC | $1.6M | 41,244 | 0.06% | 3q | +4.1%+$64.9K |
| NewEdge Advisors, LLC | $1.6M | 39,327 | 0.00% | 26q | +34.2%+$395.9K |
| JANE STREET GROUP, LLC | $1.4M | 35,974 | 0.00% | new | NEW |
| HUNTINGTON NATIONAL BANK | $1.4M | 35,821 | 0.01% | 21q | +1.8%+$24.5K |
| IMC-Chicago, LLC | $1.4M | 35,661 | 0.00% | 2q | +299.2%+$1.1M |
| BKM Wealth Management, LLC | $1.4M | 34,540 | 0.48% | 11q | +21.2%+$238.8K |
| Aptus Capital Advisors, LLC | $1.3M | 33,002 | 0.01% | 10q | -2.6%-$35.2K |
| CORE WEALTH ADVISORS, LLC | $1.3M | 32,937 | 0.96% | 3q | +2.2%+$28.1K |
| Semus Wealth Partners LLC | $1.3M | 32,231 | 0.62% | 15q | -1.2%-$15.0K |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | $1.2M | 31,168 | 0.56% | 11q | HELD |
| UBS Group AG | $1.2M | 29,857 | 0.00% | 3q | -2.2%-$26.2K |
| Virtue Capital Management, LLC | $1.2M | 29,305 | 0.15% | 6q | +32.3%+$283.1K |
| Capital Advisor Network LLC | $1.2M | 29,193 | 1.44% | 2q | -52.1%-$1.3M |
| LexAurum Advisors, LLC | $1.1M | 28,692 | 0.13% | 9q | +0.5%+$5.8K |
| Financial Guidance Group, Inc. | $1.1M | 27,979 | 0.41% | 16q | -3.1%-$35.2K |
| Mariner, LLC | $1.1M | 27,713 | 0.00% | 3q | +0.7%+$8.1K |
| HANSEATIC MANAGEMENT SERVICES INC | $1.1M | 27,171 | 0.79% | 2q | -1.7%-$19.1K |
| EQ LLC | $1.1M | 26,868 | 0.26% | 23q | +1.5%+$15.5K |
| DMC Group, LLC | $1.0M | 25,786 | 0.70% | 17q | +5.4%+$52.2K |
| CHOREO, LLC | $992.0K | 25,095 | 0.01% | 10q | +20.1%+$165.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $926.7K | 23,442 | 0.00% | 21q | +9.5%+$80.1K |
| Atria Investments, Inc | $853.7K | 21,597 | 0.01% | 9q | +23.2%+$160.6K |
| Farther Finance Advisors, LLC | $774.0K | 19,581 | 0.01% | 15q | -58.3%-$1.1M |
| ARMSTRONG ADVISORY GROUP, INC | $703.3K | 17,792 | 0.04% | 4q | +32.8%+$173.7K |
| Freestone Capital Holdings, LLC | $702.2K | 17,764 | 0.02% | 9q | -2.7%-$19.8K |
| WELLS FARGO & COMPANY/MN | $674.5K | 17,062 | 0.00% | 31q | -11.5%-$87.3K |
| Corient Private Wealth LP | $673.0K | 17,024 | 0.00% | 15q | +1.5%+$9.8K |
| Tactive Advisors, LLC | $638.5K | 16,152 | 0.16% | 8q | HELD |
| Jaffetilchin Investment Partners, LLC | $623.9K | 15,784 | 0.03% | 31q | HELD |
| OneDigital Investment Advisors LLC | $613.2K | 15,513 | 0.01% | new | NEW |
| Private Advisor Group, LLC | $608.7K | 15,398 | 0.00% | 28q | HELD |
| MGO ONE SEVEN LLC | $602.1K | 15,232 | 0.01% | 9q | -21.2%-$161.6K |
| Essex Financial Services, Inc. | $593.4K | 15,011 | 0.03% | 18q | HELD |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $578.6K | 14,636 | 0.16% | 3q | HELD |
| DENVER WEALTH MANAGEMENT, INC. | $562.9K | 14,241 | 0.16% | 9q | HELD |
| Almanack Investment Partners, LLC. | $561.7K | 14,210 | 0.07% | 20q | -3.0%-$17.2K |
| Cerity Partners LLC | $541.2K | 13,691 | 0.00% | 8q | -0.7%-$4.0K |
| Crew Capital Management, Ltd | $527.6K | 13,346 | 0.29% | 5q | HELD |
| J HAGAN CAPITAL, INC. | $524.0K | 13,257 | 0.24% | 5q | +13.5%+$62.2K |
| EHRLICH FINANCIAL GROUP | $522.6K | 13,220 | 0.27% | 11q | -2.4%-$13.0K |
| PATRON PARTNERS, LLC | $520.5K | 13,166 | 0.20% | 23q | HELD |
| Kraft, Davis & Associates, LLC | $510.9K | 12,767 | 0.11% | 14q | HELD |
| BFC Planning, Inc. | $504.7K | 12,767 | 0.02% | 3q | +23.4%+$95.7K |
| IHT Wealth Management, LLC | $502.3K | 12,706 | 0.01% | 5q | -4.6%-$24.1K |
| Stratos Wealth Partners, LTD. | $488.4K | 12,355 | 0.00% | new | NEW |
| Investor's Fiduciary Advisor Network, LLC | $478.0K | 12,094 | 0.16% | 4q | -17.7%-$102.6K |
| Creative Planning | $474.8K | 12,011 | 0.00% | 9q | -28.8%-$191.8K |
| CLG LLC | $474.4K | 12,000 | 0.10% | 7q | HELD |
| Janney Montgomery Scott LLC | $453.0K | 11,470 | 0.00% | 18q | +11.0%+$44.7K |
Showing the largest 100 of 174 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 59 | $92.2M | 2,251,683 | 6 | 16 | 14 | 0.0% |
| Q2 2026 | 174 | $567.1M | 14,343,164 | 18 | 51 | 51 | 0.0% |
| Q1 2026 | 178 | $727.3M | 15,854,968 | 18 | 54 | 55 | 0.0% |
| Q4 2025 | 173 | $689.7M | 16,238,449 | 23 | 43 | 55 | 0.0% |
| Q3 2025 | 157 | $590.7M | 15,497,611 | 33 | 37 | 50 | 0.0% |
| Q2 2025 | 135 | $552.2M | 16,930,578 | 19 | 37 | 42 | 0.0% |
| Q1 2025 | 128 | $507.0M | 16,457,896 | 20 | 38 | 34 | 0.0% |
| Q4 2024 | 123 | $428.1M | 16,539,712 | 11 | 40 | 36 | 0.0% |
| Q3 2024 | 128 | $435.7M | 16,782,453 | 14 | 32 | 47 | 0.0% |
| Q2 2024 | 126 | $417.7M | 18,142,208 | 13 | 29 | 47 | 0.0% |
| Q1 2024 | 121 | $679.0M | 30,919,905 | 13 | 39 | 35 | 0.0% |
| Q4 2023 | 121 | $619.1M | 30,364,092 | 13 | 30 | 38 | 0.0% |
| Q3 2023 | 116 | $569.1M | 31,087,544 | 14 | 19 | 47 | 0.0% |
| Q2 2023 | 113 | $637.3M | 33,389,411 | 9 | 41 | 32 | 0.0% |
| Q1 2023 | 119 | $635.7M | 32,492,092 | 15 | 37 | 33 | 0.0% |
| Q4 2022 | 114 | $593.5M | 32,547,734 | 16 | 26 | 39 | 0.0% |
| Q3 2022 | 109 | $1.2B | 70,225,466 | 13 | 26 | 32 | 0.0% |
| Q2 2022 | 111 | $1.3B | 73,407,885 | 14 | 33 | 30 | 0.0% |
| Q1 2022 | 107 | $1.5B | 76,692,140 | 17 | 35 | 22 | 0.0% |
| Q4 2021 | 99 | $32.5B | 1,792,713,728 | 10 | 30 | 36 | 0.0% |
| Q3 2021 | 94 | $1.5B | 85,275,122 | 16 | 32 | 21 | 0.0% |
| Q2 2021 | 94 | $1.5B | 83,762,301 | 23 | 31 | 15 | 0.0% |
| Q1 2021 | 81 | $1.5B | 85,492,590 | 10 | 28 | 24 | 0.0% |
| Q4 2020 | 86 | $1.1B | 59,471,955 | 15 | 26 | 21 | 0.0% |
| Q3 2020 | 75 | $1.5B | 79,614,229 | 22 | 28 | 13 | 0.0% |
| Q2 2020 | 61 | $1.1B | 64,325,024 | 11 | 31 | 7 | 0.0% |
| Q1 2020 | 55 | $888.2M | 56,576,249 | 13 | 17 | 13 | 0.0% |
| Q4 2019 | 52 | $749.5M | 49,656,756 | 11 | 11 | 15 | 0.0% |
| Q3 2019 | 54 | $756.4M | 51,261,858 | 14 | 13 | 17 | 0.0% |
| Q2 2019 | 40 | $672.6M | 47,803,479 | 15 | 11 | 9 | 0.0% |
| Q1 2019 | 30 | $522.4M | 40,529,325 | 8 | 22 | 0 | 0.0% |
| Q4 2018 | 28 | $299.2M | 2,339,347 | 0 | 1 | 0 | 0.0% |