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GraniteShares Gold Shares
BAR

114 hedge funds and large institutions have $590M invested in GraniteShares Gold Shares in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

11% more capital invested

Capital invested by funds: $530M → $590M (+$59.3M)

3% more funds holding

Funds holding: 111 → 114 (+3)

1.23% more ownership

Funds ownership: 63.88% → 65.11% (+1.2%)

33% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 39

Holders
114
Holders Change
+3
Holders Change %
+2.7%
% of All Funds
1.83%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
22
Increased
26
Reduced
39
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$17.6M
2
Osaic Holdings
Osaic Holdings
Arizona
+$5.15M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.62M
4
CA
Cetera Advisors
Colorado
+$1.47M
5
RBA
Richard Bernstein Advisors
New York
+$1.46M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$12.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.91M
3
Bank of America
Bank of America
North Carolina
-$4.07M
4
Renaissance Technologies
Renaissance Technologies
New York
-$2.57M
5
Jane Street
Jane Street
New York
-$2.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Cetera Advisors
Colorado
$1.55M +$1.47M +85,930 New
PCM
27
Poehling Capital Management
Wisconsin
$1.47M -$45K -2,627 -3%
HighTower Advisors
28
HighTower Advisors
Illinois
$1.33M -$12.9M -751,827 -91%
KC
29
Kades & Cheifetz
Pennsylvania
$1.32M +$1.25M +72,871 New
CAN
30
Cetera Advisor Networks
California
$1.3M +$622K +36,258 +101%
TCA
31
Transcend Capital Advisors
New Jersey
$1.28M -$20K -1,167 -2%
FZCM
32
Flynn Zito Capital Management
New York
$1.06M -$24K -1,400 -2%
SC
33
Sinecera Capital
Texas
$1.04M -$33K -1,926 -3%
FTUS
34
Flow Traders U.S.
New York
$1.03M +$981K +57,243 New
NFG
35
Northeast Financial Group
Pennsylvania
$1.02M +$973K +56,746 New
SWP
36
Semus Wealth Partners
Florida
$1.02M +$970K +56,598 New
FSG
37
Financial Strategies Group
Michigan
$784K -$114K -6,643 -13%
Morgan Stanley
38
Morgan Stanley
New York
$723K +$103K +5,979 +18%
IC
39
IEQ Capital
California
$719K – – –
NYLIM
40
New York Life Investment Management
New York
$703K -$31.2K -1,820 -4%
BIA
41
Barry Investment Advisors
Massachusetts
$699K -$207K -12,089 -24%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$693K -$71.1K -4,145 -10%
Truist Financial
43
Truist Financial
North Carolina
$676K -$29.8K -1,736 -4%
Renaissance Technologies
44
Renaissance Technologies
New York
$623K -$2.57M -150,100 -81%
EL
45
EQ LLC
Washington
$591K -$301K -17,558 -35%
FGG
46
Financial Guidance Group
Florida
$493K +$89.4K +5,213 +24%
VAS
47
Vestmark Advisory Solutions
Massachusetts
$458K +$29.6K +1,725 +7%
SMC
48
Smith, Moore & Co
Missouri
$456K +$11.3K +657 +3%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$439K -$26.5K -1,548 -6%
VWA
50
V Wealth Advisors
Kansas
$431K -$127K -7,399 -24%
1
2
3 4 5

BAR Hedge Fund Activity: Q4 2022 in Review

114 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q4 2022, worth a combined $590M — up 11% from $530M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BAR positions and 17 closed out — a net gain of 5 holders — while 26 added to existing stakes and 39 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $17.6M. The largest seller was HighTower Advisors, cutting an estimated $12.9M.

  • 114 institutional investors held GraniteShares Gold Shares (BAR) as of Q4 2022, up from 111 in Q3 2022.
  • Funds reported $590M of GraniteShares Gold Shares stock for Q4 2022, up 11% quarter-over-quarter.
  • 22 funds opened new GraniteShares Gold Shares positions in Q4 2022 and 17 closed out, a net change of +5 holders.
  • The largest GraniteShares Gold Shares buyer in Q4 2022 was CAPTRUST Financial Advisors, an estimated $17.6M added.
  • The largest GraniteShares Gold Shares seller in Q4 2022 was HighTower Advisors, an estimated $12.9M sold.

Based on aggregated 13F filings for Q4 2022.