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GraniteShares Gold Shares
BAR

112 hedge funds and large institutions have $631M invested in GraniteShares Gold Shares in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 34

1.67% more ownership

Funds ownership: 65.34% → 67.01% (+1.7%)

0% more capital invested

Capital invested by funds: $630M → $631M (+$428K)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

5% less funds holding

Funds holding: 118 → 112 (-6)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

Holders
112
Holders Change
-6
Holders Change %
-5.08%
% of All Funds
1.76%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
11
Increased
41
Reduced
34
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$26M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$7.61M
3
Morgan Stanley
Morgan Stanley
New York
+$2.18M
4
LPL Financial
LPL Financial
California
+$1.76M
5
USCWA
U.S. Capital Wealth Advisors
Texas
+$1.65M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$10.4M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$6.37M
3
JPG
Jordan Park Group
California
-$3.65M
4
DADC
D.A. Davidson & Co
Montana
-$2.32M
5
NFG
Nations Financial Group
Iowa
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
VF
26
Virtu Financial
New York
$2.26M +$1.31M +66,733 +128%
IA
27
IFG Advisory
Georgia
$2.03M -$616K -31,470 -23%
AWM
28
AE Wealth Management
Kansas
$1.99M +$1.31M +66,884 +178%
HF
29
HRT Financial
New York
$1.98M +$1.48M +75,636 +264%
CA
30
Cetera Advisors
Colorado
$1.69M +$55.6K +2,842 +3%
USCWA
31
U.S. Capital Wealth Advisors
Texas
$1.6M +$1.65M +84,380 New
CAN
32
Cetera Advisor Networks
California
$1.55M +$21K +1,074 +1%
PCM
33
Poehling Capital Management
Wisconsin
$1.46M -$25.2K -1,285 -2%
KC
34
Kades & Cheifetz
Pennsylvania
$1.46M +$48.1K +2,457 +3%
CCM
35
Crew Capital Management
Ohio
$1.44M -$754K -38,513 -34%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.35M +$15.5K +793 +1%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.31M -$8.32K -425 -0.6%
TCA
38
Transcend Capital Advisors
New Jersey
$1.3M -$14.4K -733 -1%
SWP
39
Semus Wealth Partners
Florida
$1.04M -$29.5K -1,508 -3%
NA
40
NewEdge Advisors
Louisiana
$912K +$699K +35,726 +292%
SC
41
Sinecera Capital
Texas
$838K -$268K -13,698 -24%
FSG
42
Financial Strategies Group
Michigan
$801K +$6.97K +356 +0.9%
FGG
43
Financial Guidance Group
Florida
$775K +$154K +7,875 +24%
IC
44
IEQ Capital
California
$758K – – –
FTUS
45
Flow Traders U.S.
New York
$740K +$3.29K +168 +0.4%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$726K +$50.9K +2,600 +7%
NFG
47
Northeast Financial Group
Pennsylvania
$623K -$457K -23,318 -42%
EL
48
EQ LLC
Washington
$623K – – –
FAIM
49
Financial Advocates Investment Management
Washington
$613K +$298K +15,207 +89%
HNB
50
Huntington National Bank
Ohio
$610K – – –
1
2
3 4 5

BAR Hedge Fund Activity: Q2 2023 in Review

112 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q2 2023, worth a combined $631M — up 0.07% from $630M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BAR and 11 opened new positions — a net loss of 5 holders — while 34 trimmed existing stakes and 41 added.

The largest buyer was Jane Street, opening a new position worth an estimated $26M. The largest seller was Bank of New York Mellon, cutting an estimated $10.4M.

  • 112 institutional investors held GraniteShares Gold Shares (BAR) as of Q2 2023, down from 118 in Q1 2023.
  • Funds reported $631M of GraniteShares Gold Shares stock for Q2 2023, up 0.07% quarter-over-quarter.
  • 11 funds opened new GraniteShares Gold Shares positions in Q2 2023 and 16 closed out, a net change of -5 holders.
  • The largest GraniteShares Gold Shares buyer in Q2 2023 was Jane Street, an estimated $26M added.
  • The largest GraniteShares Gold Shares seller in Q2 2023 was Bank of New York Mellon, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2023.