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GraniteShares Gold Shares
BAR

118 hedge funds and large institutions have $630M invested in GraniteShares Gold Shares in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

14% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 35

7% more capital invested

Capital invested by funds: $590M → $630M (+$40.7M)

4% more funds holding

Funds holding: 114 → 118 (+4)

0.23% more ownership

Funds ownership: 65.11% → 65.34% (+0.23%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
1.88%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
16
Increased
40
Reduced
35
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIM
Cambria Investment Management
California
+$11.7M
2
IA
IFG Advisory
Georgia
+$2.59M
3
Bank of America
Bank of America
North Carolina
+$2.47M
4
DADC
D.A. Davidson & Co
Montana
+$2.22M
5
NFG
Nations Financial Group
Iowa
+$1.73M

Top Sellers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$10.3M
2
Jane Street
Jane Street
New York
-$7.4M
3
Osaic Holdings
Osaic Holdings
Arizona
-$4.66M
4
CJFS
Coulter & Justus Financial Services
Tennessee
-$2.77M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
26
Nations Financial Group
Iowa
$1.8M +$1.73M +92,423 New
CA
27
Cetera Advisors
Colorado
$1.68M +$4.74K +253 +0.3%
CAN
28
Cetera Advisor Networks
California
$1.57M +$153K +8,146 +11%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.56M -$603K -32,176 -29%
PCM
30
Poehling Capital Management
Wisconsin
$1.52M -$61K -3,256 -4%
KC
31
Kades & Cheifetz
Pennsylvania
$1.45M +$22.8K +1,215 +2%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$1.39M +$1.34M +71,290 New
HighTower Advisors
33
HighTower Advisors
Illinois
$1.35M -$83.4K -4,451 -6%
TCA
34
Transcend Capital Advisors
New Jersey
$1.35M -$30.9K -1,647 -2%
SC
35
Sinecera Capital
Texas
$1.13M – – –
SWP
36
Semus Wealth Partners
Florida
$1.1M -$5.51K -294 -0.5%
NFG
37
Northeast Financial Group
Pennsylvania
$1.07M -$12.5K -668 -1%
VF
38
Virtu Financial
New York
$1.02M +$977K +52,166 New
Morgan Stanley
39
Morgan Stanley
New York
$825K +$41.4K +2,212 +6%
FSG
40
Financial Strategies Group
Michigan
$815K -$30.9K -1,651 -4%
IC
41
IEQ Capital
California
$778K – – –
FTUS
42
Flow Traders U.S.
New York
$756K -$346K -18,489 -32%
NYLIM
43
New York Life Investment Management
New York
$745K -$14.3K -761 -2%
AWM
44
AE Wealth Management
Kansas
$735K +$706K +37,652 New
Truist Financial
45
Truist Financial
North Carolina
$710K -$19.6K -1,048 -3%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$694K +$300K +16,019 +82%
PAG
47
Private Advisor Group
New Jersey
$684K +$67.5K +3,600 +11%
Renaissance Technologies
48
Renaissance Technologies
New York
$681K +$7.5K +400 +1%
FZCM
49
Flynn Zito Capital Management
New York
$653K -$471K -25,118 -43%
FGG
50
Financial Guidance Group
Florida
$642K +$105K +5,600 +21%
1
2
3 4 5

BAR Hedge Fund Activity: Q1 2023 in Review

118 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q1 2023, worth a combined $630M — up 6.9% from $590M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BAR positions and 10 closed out — a net gain of 6 holders — while 40 added to existing stakes and 35 trimmed.

The largest buyer was Cambria Investment Management, adding an estimated $11.7M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $10.3M.

  • 118 institutional investors held GraniteShares Gold Shares (BAR) as of Q1 2023, up from 114 in Q4 2022.
  • Funds reported $630M of GraniteShares Gold Shares stock for Q1 2023, up 6.9% quarter-over-quarter.
  • 16 funds opened new GraniteShares Gold Shares positions in Q1 2023 and 10 closed out, a net change of +6 holders.
  • The largest GraniteShares Gold Shares buyer in Q1 2023 was Cambria Investment Management, an estimated $11.7M added.
  • The largest GraniteShares Gold Shares seller in Q1 2023 was CAPTRUST Financial Advisors, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2023.