GRANITESHARES GOLD TRUST (BAR) Institutional Ownership Changes & 13F Activity
GRANITESHARES GOLD TRUST (BAR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Royal Bank Of Canada, Rockefeller Capital Management L.P., Advyzon Investment Management, Llc, and Ausdal Financial Partners, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Journey Retirement Planning & Investment Management Llc | Buy | +19,492 | — | 19,492 | $828.22K | Q4 2025 | Apr 29, 2026 |
| Shp Wealth Management | Buy | +457 | — | 457 | $19.44K | Q4 2025 | Mar 04, 2026 |
| Corient Private Wealth Llc | Buy | +17,064 | — | 17,064 | $725.13K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +197,144 | — | 197,144 | $8.38M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +80,729 | — | 80,729 | $3.43M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +46,616 | — | 46,616 | $1.98M | Q4 2025 | Feb 18, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +10,944 | — | 10,944 | $465.01K | Q4 2025 | Feb 18, 2026 |
| Pacific Excel Wealth Advisors, Inc. | Buy | +10,604 | — | 10,604 | $525.85K | Q4 2025 | Feb 18, 2026 |
| Bank Of America Corp | Buy | +2,586,633 | — | 2,586,633 | $109.91M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +596,903 | — | 596,903 | $25.36M | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +463,694 | — | 463,694 | $19.70M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +308,096 | — | 308,096 | $13.09M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +292,197 | — | 292,197 | $12.42M | Q4 2025 | Feb 17, 2026 |
| Cambria Investment Management, L.P. | Buy | +281,487 | — | 281,487 | $11.96M | Q4 2025 | Feb 17, 2026 |
| Captrust Financial Advisors | Buy | +140,717 | — | 140,717 | $5.98M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +90,692 | — | 90,692 | $3.85M | Q4 2025 | Feb 17, 2026 |
| Ibex Wealth Advisors | Buy | +34,534 | — | 34,534 | $1.47M | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +16,733 | — | 16,733 | $710.98K | Q4 2025 | Feb 17, 2026 |
| Iht Wealth Management, Llc | Buy | +13,894 | — | 13,894 | $590.36K | Q4 2025 | Feb 17, 2026 |
| Beacon Financial Advisory Llc | Buy | +11,633 | — | 11,633 | $494.29K | Q4 2025 | Feb 17, 2026 |
| Creative Planning | Buy | +11,392 | — | 11,392 | $484.05K | Q4 2025 | Feb 17, 2026 |
| J Hagan Capital, Inc. | Buy | +8,562 | — | 8,562 | $363.80K | Q4 2025 | Feb 17, 2026 |
| Zacks Investment Management | Buy | +5,885 | — | 5,885 | $250.05K | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | Buy | +5,824 | — | 5,824 | $247.46K | Q4 2025 | Feb 17, 2026 |
| Rs Crum Inc. | Buy | +5,740 | — | 5,740 | $243.89K | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +3,951 | — | 3,951 | $167.89K | Q4 2025 | Feb 17, 2026 |
| National Bank Of Canada | Buy | +230 | — | 230 | $9.77K | Q4 2025 | Feb 17, 2026 |
| Jones Financial Companies Lllp | Buy | +68 | — | 68 | $2.89K | Q4 2025 | Feb 17, 2026 |
| Advyzon Investment Management, Llc | Buy | +451,967 | — | 451,967 | $19.20M | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +421,091 | — | 421,091 | $17.89M | Q4 2025 | Feb 13, 2026 |
Frequently asked questions about BAR activity
Which institutional owners are buying BAR?
Institutional owners buying BAR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BAR activity?
"Buy" means an investor increased their reported position in BAR compared to the prior reporting period. This reflects growing exposure to GRANITESHARES GOLD TRUST (BAR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BAR increasing?
Institutional interest in BAR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.