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GraniteShares Gold Shares
BAR

55 hedge funds and large institutions have $722M invested in GraniteShares Gold Shares in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

40% more capital invested

Capital invested by funds: $515M → $722M (+$207M)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

17.09% more ownership

Funds ownership: 87.25% → 104.34% (+17%)

6% more funds holding

Funds holding: 52 → 55 (+3)

Holders
55
Holders Change
+3
Holders Change %
+5.77%
% of All Funds
1.21%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
14
Increased
17
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIA
CSat Investment Advisory
Michigan
+$44.2M
2
TI
Tidal Investments
Wisconsin
+$44M
3
Bank of America
Bank of America
North Carolina
+$42.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$41.2M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$9.38M

Top Sellers

Rank Fund Capital Flow
1
JPG
Jordan Park Group
California
-$6.83M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.63M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$763K
4
SW
SVB Wealth
Massachusetts
-$483K
5
FAAS
First Allied Advisory Services
California
-$352K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$457K +$94.1K +5,973 +26%
BRWM
27
B. Riley Wealth Management
Tennessee
$349K +$193K +12,256 +123%
Osaic Holdings
28
Osaic Holdings
Arizona
$312K +$313K +19,899 New
SIA
29
SeaBridge Investment Advisors
New Jersey
$292K +$293K +18,600 New
IA
30
IFG Advisory
Georgia
$267K +$36.2K +2,299 +16%
JIP
31
Jaffetilchin Investment Partners
Florida
$258K – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$211K -$1.63M -103,645 -88%
NA
33
NewEdge Advisors
Louisiana
$161K +$161K +10,237 New
GEA
34
Glen Eagle Advisors
New Jersey
$94.9K +$26.3K +1,668 +38%
Wells Fargo
35
Wells Fargo
California
$93K -$29K -1,842 -24%
SPIA
36
Steward Partners Investment Advisory
New York
$85K – – –
APA
37
American Portfolios Advisors
New York
$72K -$104K -6,600 -59%
IA
38
IndexIQ Advisors
New York
$40K +$40.2K +2,549 +4,720%
Deutsche Bank
39
Deutsche Bank
Germany
$31K +$31K +1,967 New
IFAM
40
Institutional & Family Asset Management
Colorado
$23K – – –
ASN
41
Advisory Services Network
Georgia
$17K +$15.5K +985 +1,407%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$16K -$41.6K -2,638 -72%
CFGS
43
Concourse Financial Group Securities
Alabama
$14K – – –
SFS
44
Sowell Financial Services
Arkansas
$12K – – –
S
45
SignatureFD
Georgia
$9K -$2.74K -174 -24%
BWM
46
BerganKDV Wealth Management
Minnesota
$9K – – –
CCMW
47
Cypress Capital Management (Wyoming)
Wyoming
$8K – – –
OFG
48
OmniStar Financial Group
North Carolina
$8K +$7.88K +500 New
GWM
49
Geneos Wealth Management
Colorado
$7K – – –
SIS
50
Sound Income Strategies
Florida
$7K +$7.34K +466 New
1
2
3

BAR Hedge Fund Activity: Q1 2020 in Review

55 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q1 2020, worth a combined $722M — up 40% from $515M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BAR positions and 9 closed out — a net gain of 5 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was CSat Investment Advisory, adding an estimated $44.2M. The largest seller was Jordan Park Group, cutting an estimated $6.83M.

  • 55 institutional investors held GraniteShares Gold Shares (BAR) as of Q1 2020, up from 52 in Q4 2019.
  • Funds reported $722M of GraniteShares Gold Shares stock for Q1 2020, up 40% quarter-over-quarter.
  • 14 funds opened new GraniteShares Gold Shares positions in Q1 2020 and 9 closed out, a net change of +5 holders.
  • The largest GraniteShares Gold Shares buyer in Q1 2020 was CSat Investment Advisory, an estimated $44.2M added.
  • The largest GraniteShares Gold Shares seller in Q1 2020 was Jordan Park Group, an estimated $6.83M sold.

Based on aggregated 13F filings for Q1 2020.