GRANITESHARES GOLD TRUST (BAR) Institutional Shareholders
GRANITESHARES GOLD TRUST (BAR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $620.45M in BAR holdings during the latest filing period.
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 $92.69M, representing an estimated loss of -6.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% 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
$620.45M
Largest Holder
Richard Bernstein Advisors Llc
Largest Position
$99.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
83
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 | $92,692,780 | -$6,563,151 | -6.61% | |
| Bank Of America Corp | 0.01% | 2,464,379 | $97,416,902 | $106,165,447 | +$8,748,545 | +8.98% | |
| Bank Of New York Mellon Corp | 0.00% | 702,594 | $27,773,548 | $30,267,750 | +$2,494,202 | +8.98% | |
| Lpl Financial Llc | 0.01% | 692,247 | $27,364,542 | $29,822,001 | +$2,457,459 | +8.98% | |
| Envestnet Asset Management Inc | 0.01% | 633,252 | $25,032,452 | $27,280,496 | +$2,248,044 | +8.98% | |
| Royal Bank Of Canada | 0.00% | 579,180 | $22,895,000 | $24,951,074 | +$2,056,074 | +8.98% | |
| Brandywine Oak Private Wealth Llc | 1.36% | 452,642 | $17,892,926 | $19,499,817 | +$1,606,891 | +8.98% | |
| Rockefeller Capital Management L.P. | 0.03% | 451,588 | $17,851,294 | $19,454,411 | +$1,603,117 | +8.98% | |
| Lake Street Private Wealth, Llc | 1.85% | 408,474 | $16,147,002 | $17,597,060 | +$1,450,058 | +8.98% | |
| Cetera Investment Advisers | 0.01% | 308,814 | $12,207,417 | $13,303,707 | +$1,096,290 | +8.98% | |
| China Universal Asset Management Co., Ltd. | 0.72% | 303,000 | $11,977,590 | $13,053,240 | +$1,075,650 | +8.98% | |
| Mml Investors Services, Llc | 0.02% | 300,563 | $11,881,255 | $12,948,254 | +$1,066,999 | +8.98% | |
| Alm First Financial Advisors, Llc | 1.88% | 281,590 | $11,131,253 | $12,130,897 | +$999,644 | +8.98% | |
| Osaic Holdings, Inc. | 0.01% | 269,458 | $10,651,694 | $11,608,251 | +$956,557 | +8.98% | |
| Columbus Macro, Llc | 0.96% | 250,000 | $9,882,496 | $10,770,000 | +$887,504 | +8.98% | |
| Arax Advisory Partners | 0.06% | 218,453 | $8,635,448 | $9,410,955 | +$775,507 | +8.98% | |
| Ausdal Financial Partners, Inc. | 0.34% | 216,245 | $8,548,165 | $9,315,835 | +$767,670 | +8.98% | |
| Advyzon Investment Management, Llc | 0.61% | 211,478 | $8,359,725 | $9,110,472 | +$750,747 | +8.98% | |
| Mason & Associates Inc | 1.32% | 206,312 | $8,155,511 | $8,887,921 | +$732,410 | +8.98% | |
| Stifel Financial Corp | 0.01% | 187,913 | $7,428,201 | $8,095,292 | +$667,091 | +8.98% | |
| A16Z Perennial Management, L.P. | 0.58% | 181,946 | $7,192,325 | $7,838,234 | +$645,909 | +8.98% | |
| Raymond James Financial Inc | 0.00% | 155,792 | $6,158,458 | $6,711,519 | +$553,061 | +8.98% | |
| Brendel Financial Advisors Llc | 2.69% | 146,753 | $5,801,147 | $6,322,119 | +$520,972 | +8.98% | |
| Captrust Financial Advisors | 0.01% | 133,340 | $5,270,935 | $5,744,287 | +$473,352 | +8.98% | |
| Nations Financial Group Inc | 0.24% | 126,498 | $5,000,466 | $5,449,534 | +$449,068 | +8.98% | |
| Fsa Investment Group, Llc | 1.60% | 124,487 | $4,920,971 | $5,362,900 | +$441,929 | +8.98% | |
| U.S. Capital Wealth Advisors, Llc | 0.12% | 106,324 | $4,904,726 | $4,580,438 | -$324,288 | -6.61% | |
| Etf Store, Inc. | 3.93% | 118,926 | $4,701,145 | $5,123,332 | +$422,187 | +8.98% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 114,576 | $4,529,189 | $4,935,934 | +$406,745 | +8.98% | |
| Clear Point Advisors Inc. | 3.36% | 93,884 | $4,330,869 | $4,044,523 | -$286,346 | -6.61% | |
| Commonwealth Equity Services, Llc | 0.01% | 104,866 | $4,145,350 | $4,517,627 | +$372,277 | +8.98% | |
| Empowered Funds, Llc | 0.02% | 96,550 | $3,816,622 | $4,159,374 | +$342,752 | +8.98% | |
| Maridea Wealth Management Llc | 0.40% | 92,517 | $3,657,197 | $3,985,632 | +$328,435 | +8.98% | |
| Jackson Hole Capital Partners, Llc | 0.54% | 70,950 | $3,272,924 | $3,056,526 | -$216,398 | -6.61% | |
| Flow Traders U.S. Llc | 0.13% | 80,126 | $3,167,000 | $3,451,828 | +$284,828 | +8.99% | |
| Virtu Financial Llc | 0.10% | 78,651 | $3,109,000 | $3,388,285 | +$279,285 | +8.98% | |
| Lido Advisors, Llc | 0.01% | 78,194 | $3,091,009 | $3,368,598 | +$277,589 | +8.98% | |
| Sanctuary Advisors, Llc | 0.01% | 76,224 | $3,013,135 | $3,283,730 | +$270,595 | +8.98% | |
| Mercer Global Advisors Inc | 0.00% | 75,717 | $2,993,093 | $3,261,888 | +$268,795 | +8.98% | |
| Belpointe Asset Management Llc | 0.09% | 70,810 | $2,799,119 | $3,050,495 | +$251,376 | +8.98% | |
| Morgan Stanley | 0.00% | 68,690 | $2,715,325 | $2,959,165 | +$243,840 | +8.98% | |
| Cherry Creek Investment Advisors, Inc. | 1.03% | 65,919 | $2,605,778 | $2,839,791 | +$234,013 | +8.98% | |
| Cambria Investment Management, L.P. | 0.11% | 54,893 | $2,169,920 | $2,364,790 | +$194,870 | +8.98% | |
| Gc Wealth Management Ria, Llc | 0.12% | 53,893 | $2,130,390 | $2,321,710 | +$191,320 | +8.98% | |
| Elevation Point Wealth Partners, Llc | 0.03% | 44,892 | $1,774,591 | $1,933,947 | +$159,356 | +8.98% | |
| Vestmark Advisory Solutions, Inc. | 0.02% | 44,781 | $1,770,203 | $1,929,165 | +$158,962 | +8.98% | |
| Smith, Moore & Co. | 0.11% | 43,867 | $1,734,063 | $1,889,790 | +$155,727 | +8.98% | |
| Jpmorgan Chase & Co | 0.00% | 43,313 | $1,712,596 | $1,865,924 | +$153,328 | +8.95% | |
| Inspirion Wealth Advisors, Llc | 0.19% | 41,045 | $1,632,360 | $1,768,219 | +$135,859 | +8.32% | |
| Highpoint Advisor Group Llc | 0.06% | 41,244 | $1,630,376 | $1,776,792 | +$146,416 | +8.98% |
Frequently asked questions about BAR
Who owns the most BAR stock?
The largest holders of BAR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for GRANITESHARES GOLD TRUST (BAR).
Is BAR widely held by superinvestors?
Many widely followed stocks like BAR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BAR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.