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GraniteShares Gold Shares
BAR

100 hedge funds and large institutions have $571M invested in GraniteShares Gold Shares in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

5% more funds holding

Funds holding: 95 → 100 (+5)

7.01% less ownership

Funds ownership: 70.18% → 63.17% (-7%)

15% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 34

22% less capital invested

Capital invested by funds: $732M → $571M (-$161M)

Holders
100
Holders Change
+5
Holders Change %
+5.26%
% of All Funds
1.54%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
21
Increased
29
Reduced
34
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SVCF
Silicon Valley Community Foundation
California
+$30.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.53M
3
Jane Street
Jane Street
New York
+$1.48M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$1.38M
5
GP
Greenline Partners
New York
+$1.21M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$114M
2
RBA
Richard Bernstein Advisors
New York
-$47.2M
3
JPG
Jordan Park Group
California
-$36M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$22.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
VF
26
Virtu Financial
New York
$1.13M -$2.76M -155,086 -71%
FZCM
27
Flynn Zito Capital Management
New York
$1.06M +$1.04M +58,321 New
Osaic Holdings
28
Osaic Holdings
Arizona
$1.01M +$174K +9,772 +21%
NA
29
NewEdge Advisors
Louisiana
$963K -$1.27M -71,097 -57%
EL
30
EQ LLC
Washington
$927K -$15.4K -863 -2%
IA
31
IndexIQ Advisors
New York
$898K -$132K -7,417 -13%
CA
32
Calton & Associates
Florida
$876K -$21.6K -1,211 -2%
FSG
33
Financial Strategies Group
Michigan
$860K -$15.9K -890 -2%
SC
34
Sinecera Capital
Texas
$854K +$1.06M +59,710 New
ACA
35
Aptus Capital Advisors
Alabama
$781K -$9.73K -546 -1%
Renaissance Technologies
36
Renaissance Technologies
New York
$742K +$480K +26,900 +192%
VWA
37
V Wealth Advisors
Kansas
$691K +$104K +5,819 +18%
Morgan Stanley
38
Morgan Stanley
New York
$679K -$4.83M -270,758 -88%
APA
39
American Portfolios Advisors
New York
$488K -$3.56K -200 -0.7%
CIM
40
Cambria Investment Management
California
$485K – – –
SMC
41
Smith, Moore & Co
Missouri
$410K +$21.3K +1,193 +6%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$401K +$77.9K +4,369 +25%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$384K +$2.23K +125 +0.6%
CCM
44
Crew Capital Management
Ohio
$365K +$359K +20,131 New
IA
45
IFG Advisory
Georgia
$345K -$28.7K -1,608 -8%
VWM
46
Venturi Wealth Management
Texas
$333K -$604K -33,888 -65%
JIP
47
Jaffetilchin Investment Partners
Florida
$322K – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$319K +$50K +2,802 +19%
LSPW
49
Lake Street Private Wealth
Illinois
$313K +$307K +17,244 New
PP
50
Patron Partners
Texas
$305K -$252K -14,154 -46%
1
2
3 4 5

BAR Hedge Fund Activity: Q4 2021 in Review

100 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q4 2021, worth a combined $571M — down 22% from $732M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BAR positions and 14 closed out — a net gain of 7 holders — while 29 added to existing stakes and 34 trimmed.

The largest buyer was Silicon Valley Community Foundation, opening a new position worth an estimated $30.7M. The largest seller was Bank of America, cutting an estimated $114M.

  • 100 institutional investors held GraniteShares Gold Shares (BAR) as of Q4 2021, up from 95 in Q3 2021.
  • Funds reported $571M of GraniteShares Gold Shares stock for Q4 2021, down 22% quarter-over-quarter.
  • 21 funds opened new GraniteShares Gold Shares positions in Q4 2021 and 14 closed out, a net change of +7 holders.
  • The largest GraniteShares Gold Shares buyer in Q4 2021 was Silicon Valley Community Foundation, an estimated $30.7M added.
  • The largest GraniteShares Gold Shares seller in Q4 2021 was Bank of America, an estimated $114M sold.

Based on aggregated 13F filings for Q4 2021.