BAR Institutional Ownership & Shareholders
GRANITESHARES GOLD TRUST (BAR) is currently held by 169 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $609.60M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Richard Bernstein Advisors Llc is currently the largest disclosed institutional shareholder of BAR tracked by InsiderSet, reporting ownership valued at approximately $99.26M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $83.53M, representing an estimated loss of -15.85% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed BAR value among the investors covered in this analysis. Major shareholders include Richard Bernstein Advisors Llc, Bank Of America Corp, Bank Of New York Mellon Corp, and several other long-term asset managers with concentrated positions in GRANITESHARES GOLD TRUST (BAR).
This page ranks the largest institutional BAR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
169
Total Reported Value
$609.60M
Largest Holder
Richard Bernstein Advisors Llc
Largest Position
$99.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Richard Bernstein Advisors Llc | 2.88% | 2,151,643 | $99,255,931 | $83,526,781 | -$15,729,150 | -15.85% | |
| Bank Of America Corp | 0.01% | 2,464,379 | $97,416,902 | $95,667,193 | -$1,749,709 | -1.80% | |
| Bank Of New York Mellon Corp | 0.00% | 702,594 | $27,773,548 | $27,274,699 | -$498,849 | -1.80% | |
| Lpl Financial Llc | 0.01% | 692,247 | $27,364,542 | $26,873,029 | -$491,513 | -1.80% | |
| Envestnet Asset Management Inc | 0.01% | 633,252 | $25,032,452 | $24,582,843 | -$449,609 | -1.80% | |
| Royal Bank Of Canada | 0.00% | 579,180 | $22,895,000 | $22,483,768 | -$411,232 | -1.80% | |
| Brandywine Oak Private Wealth Llc | 1.40% | 452,405 | $18,507,863 | $17,562,362 | -$945,501 | -5.11% | |
| Rockefeller Capital Management L.P. | 0.03% | 451,588 | $17,851,294 | $17,530,646 | -$320,648 | -1.80% | |
| Lake Street Private Wealth, Llc | 1.79% | 398,172 | $16,289,680 | $15,457,037 | -$832,643 | -5.11% | |
| Cetera Investment Advisers | 0.01% | 308,814 | $12,207,417 | $11,988,159 | -$219,258 | -1.80% | |
| Mml Investors Services, Llc | 0.02% | 300,563 | $11,881,255 | $11,667,856 | -$213,399 | -1.80% | |
| China Universal Asset Management Co., Ltd. | 0.62% | 287,100 | $11,799,810 | $11,145,222 | -$654,588 | -5.55% | |
| Osaic Holdings, Inc. | 0.01% | 269,458 | $10,651,694 | $10,460,360 | -$191,334 | -1.80% | |
| Columbus Macro, Llc | 0.96% | 242,424 | $9,917,547 | $9,410,900 | -$506,647 | -5.11% | |
| Arax Advisory Partners | 0.06% | 218,453 | $8,635,448 | $8,480,345 | -$155,103 | -1.80% | |
| Ausdal Financial Partners, Inc. | 0.34% | 216,245 | $8,548,165 | $8,394,631 | -$153,534 | -1.80% | |
| Advyzon Investment Management, Llc | 0.61% | 211,478 | $8,359,725 | $8,209,576 | -$150,149 | -1.80% | |
| Mason & Associates Inc | 1.32% | 206,312 | $8,155,511 | $8,009,032 | -$146,479 | -1.80% | |
| Stifel Financial Corp | 0.01% | 187,913 | $7,428,201 | $7,294,783 | -$133,418 | -1.80% | |
| A16Z Perennial Management, L.P. | 0.58% | 181,946 | $7,192,325 | $7,063,144 | -$129,181 | -1.80% | |
| Raymond James Financial Inc | 0.00% | 155,792 | $6,158,458 | $6,047,845 | -$110,613 | -1.80% | |
| Brendel Financial Advisors Llc | 2.69% | 146,753 | $5,801,147 | $5,696,951 | -$104,196 | -1.80% | |
| Captrust Financial Advisors | 0.01% | 133,340 | $5,270,935 | $5,176,259 | -$94,676 | -1.80% | |
| Etf Store, Inc. | 4.18% | 124,196 | $5,080,871 | $4,821,289 | -$259,582 | -5.11% | |
| Nations Financial Group Inc | 0.24% | 126,498 | $5,000,466 | $4,910,652 | -$89,814 | -1.80% | |
| U.S. Capital Wealth Advisors, Llc | 0.12% | 106,324 | $4,904,726 | $4,127,498 | -$777,228 | -15.85% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 114,576 | $4,529,189 | $4,447,840 | -$81,349 | -1.80% | |
| Commonwealth Equity Services, Llc | 0.01% | 105,201 | $4,303,770 | $4,083,903 | -$219,867 | -5.11% | |
| Empowered Funds, Llc | 0.02% | 96,550 | $3,816,622 | $3,748,071 | -$68,551 | -1.80% | |
| Clear Point Advisors Inc. | 2.52% | 90,162 | $3,688,527 | $3,500,089 | -$188,438 | -5.11% | |
| Maridea Wealth Management Llc | 0.40% | 92,517 | $3,657,197 | $3,591,510 | -$65,687 | -1.80% | |
| Jackson Hole Capital Partners, Llc | 0.54% | 70,950 | $3,272,924 | $2,754,279 | -$518,645 | -15.85% | |
| Flow Traders U.S. Llc | 0.13% | 80,126 | $3,167,000 | $3,110,491 | -$56,509 | -1.78% | |
| Virtu Financial Llc | 0.10% | 78,651 | $3,109,000 | $3,053,232 | -$55,768 | -1.79% | |
| Lido Advisors, Llc | 0.01% | 78,194 | $3,091,009 | $3,035,491 | -$55,518 | -1.80% | |
| Sanctuary Advisors, Llc | 0.01% | 76,224 | $3,013,135 | $2,959,016 | -$54,119 | -1.80% | |
| Mercer Global Advisors Inc | 0.00% | 75,717 | $2,993,093 | $2,939,334 | -$53,759 | -1.80% | |
| Belpointe Asset Management Llc | 0.09% | 70,810 | $2,799,119 | $2,748,844 | -$50,275 | -1.80% | |
| Cherry Creek Investment Advisors, Inc. | 1.06% | 67,694 | $2,769,373 | $2,627,881 | -$141,492 | -5.11% | |
| Morgan Stanley | 0.00% | 68,690 | $2,715,325 | $2,666,546 | -$48,779 | -1.80% | |
| Virtue Capital Management, Llc | 0.30% | 55,717 | $2,279,382 | $2,162,934 | -$116,448 | -5.11% | |
| Gc Wealth Management Ria, Llc | 0.11% | 53,893 | $2,204,763 | $2,092,126 | -$112,637 | -5.11% | |
| Cambria Investment Management, L.P. | 0.11% | 54,893 | $2,169,920 | $2,130,946 | -$38,974 | -1.80% | |
| Elevation Point Wealth Partners, Llc | 0.03% | 44,892 | $1,774,591 | $1,742,707 | -$31,884 | -1.80% | |
| Vestmark Advisory Solutions, Inc. | 0.02% | 44,781 | $1,770,203 | $1,738,398 | -$31,805 | -1.80% | |
| Kestra Advisory Services, Llc | 0.01% | 43,199 | $1,767,271 | $1,676,985 | -$90,286 | -5.11% | |
| Smith, Moore & Co. | 0.11% | 43,867 | $1,734,063 | $1,702,917 | -$31,146 | -1.80% | |
| Jpmorgan Chase & Co | 0.00% | 43,313 | $1,712,596 | $1,681,411 | -$31,185 | -1.82% | |
| Inspirion Wealth Advisors, Llc | 0.19% | 41,045 | $1,679,151 | $1,593,367 | -$85,784 | -5.11% | |
| Highpoint Advisor Group Llc | 0.06% | 41,244 | $1,630,376 | $1,601,092 | -$29,284 | -1.80% |
Frequently asked questions about BAR
Who are the largest institutional holders of BAR?
The largest institutional holders of BAR reported in the latest SEC Form 13F filings include Richard Bernstein Advisors Llc, Bank Of America Corp, Bank Of New York Mellon Corp, Lpl Financial Llc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported BAR position.
What is BAR institutional ownership?
This page tracks BAR positions reported by institutional investment managers through SEC Form 13F. GRANITESHARES GOLD TRUST (BAR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BAR?
InsiderSet currently tracks 169 institutional managers reporting BAR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BAR shareholders.
How much BAR stock do institutions own?
Institutional investment managers disclosed approximately $609.60M in BAR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BAR institutional ownership last updated?
The latest BAR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BAR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BAR position after the reporting date.
Are institutions buying or selling BAR?
Institutional buying and selling can be analyzed by comparing BAR positions across consecutive 13F reporting periods. InsiderSet's BAR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BAR ownership changes.
How has BAR institutional ownership changed over time?
InsiderSet tracks BAR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.