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GraniteShares Gold Shares
BAR

61 hedge funds and large institutions have $918M invested in GraniteShares Gold Shares in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 8

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

27% more capital invested

Capital invested by funds: $722M → $918M (+$197M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

11% more funds holding

Funds holding: 55 → 61 (+6)

14.37% less ownership

Funds ownership: 104.34% → 89.96% (-14%)

Holders
61
Holders Change
+6
Holders Change %
+10.91%
% of All Funds
1.25%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
11
Increased
31
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$45M
2
CIA
CSat Investment Advisory
Michigan
+$22.1M
3
TI
Tidal Investments
Wisconsin
+$22.1M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.4M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$3.31M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$23.8M
2
FTUS
Flow Traders U.S.
New York
-$1.64M
3
JPG
Jordan Park Group
California
-$719K
4
HH
Hilltop Holdings
Texas
-$222K
5
UBS Group
UBS Group
Switzerland
-$162K
Name Holding Trade Value Shares
Change 		Change in
Stake
SW
26
SVB Wealth
Massachusetts
$850K +$270K +15,829 +49%
NA
27
NewEdge Advisors
Louisiana
$759K +$556K +32,542 +318%
FI
28
FormulaFolio Investments
Michigan
$752K – – –
FA
29
FDx Advisors
Illinois
$619K +$596K +34,885 New
SIA
30
SeaBridge Investment Advisors
New Jersey
$543K +$205K +12,000 +65%
Morgan Stanley
31
Morgan Stanley
New York
$485K -$31.4K -1,841 -6%
RWA
32
Redhawk Wealth Advisors
Minnesota
$484K +$465K +27,257 New
BOPW
33
Brandywine Oak Private Wealth
Pennsylvania
$426K +$410K +24,025 New
BRWM
34
B. Riley Wealth Management
Tennessee
$403K +$7.44K +436 +2%
JIP
35
Jaffetilchin Investment Partners
Florida
$325K +$32K +1,876 +11%
Osaic Holdings
36
Osaic Holdings
Arizona
$311K -$40.7K -2,382 -12%
IA
37
IFG Advisory
Georgia
$302K – – –
IA
38
IndexIQ Advisors
New York
$289K +$235K +13,752 +528%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$262K +$21.9K +1,284 +10%
GEA
40
Glen Eagle Advisors
New Jersey
$115K +$7.44K +436 +7%
APA
41
American Portfolios Advisors
New York
$108K +$25.6K +1,500 +33%
AIM
42
Acropolis Investment Management
Missouri
$103K +$99.5K +5,830 New
SPIA
43
Steward Partners Investment Advisory
New York
$100K +$2.7K +158 +3%
CAN
44
Cetera Advisor Networks
California
$62K +$59.4K +3,477 New
Wells Fargo
45
Wells Fargo
California
$40K -$62.7K -3,672 -62%
Deutsche Bank
46
Deutsche Bank
Germany
$35K – – –
VFA
47
Valeo Financial Advisors
Indiana
$30K +$28.7K +1,680 New
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$29K +$25.6K +1,500 +1,500%
GT
49
Glenmede Trust
Pennsylvania
$29K +$28.3K +1,660 New
IFAM
50
Institutional & Family Asset Management
Colorado
$26K – – –
1
2
3

BAR Hedge Fund Activity: Q2 2020 in Review

61 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q2 2020, worth a combined $918M — up 27% from $722M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BAR positions and 5 closed out — a net gain of 6 holders — while 31 added to existing stakes and 8 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $45M. The largest seller was Bank of America, cutting an estimated $23.8M.

  • 61 institutional investors held GraniteShares Gold Shares (BAR) as of Q2 2020, up from 55 in Q1 2020.
  • Funds reported $918M of GraniteShares Gold Shares stock for Q2 2020, up 27% quarter-over-quarter.
  • 11 funds opened new GraniteShares Gold Shares positions in Q2 2020 and 5 closed out, a net change of +6 holders.
  • The largest GraniteShares Gold Shares buyer in Q2 2020 was Bank of New York Mellon, an estimated $45M added.
  • The largest GraniteShares Gold Shares seller in Q2 2020 was Bank of America, an estimated $23.8M sold.

Based on aggregated 13F filings for Q2 2020.