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GraniteShares Gold Shares
BAR

120 hedge funds and large institutions have $614M invested in GraniteShares Gold Shares in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

9% more capital invested

Capital invested by funds: $565M → $614M (+$48.2M)

4% more funds holding

Funds holding: 115 → 120 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.05% less ownership

Funds ownership: 63.89% → 63.84% (-0.05%)

20% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 40

Holders
120
Holders Change
+5
Holders Change %
+4.35%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
32
Reduced
40
Closed
15
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
+$7.22M
2
EE
EWG Elevate
California
+$4.73M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.6M
4
VF
Virtu Financial
New York
+$3.47M
5
MML Investors Services
MML Investors Services
Massachusetts
+$3.23M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$22.9M
2
Bank of America
Bank of America
North Carolina
-$8.27M
3
RBA
Richard Bernstein Advisors
New York
-$6.86M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$6M
5
CIM
Cambria Investment Management
California
-$2.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
CM
26
Columbus Macro
Pennsylvania
$2.3M -$32K -1,639 -1%
USCWA
27
U.S. Capital Wealth Advisors
Texas
$2.3M +$549K +28,095 +33%
RJA
28
Raymond James & Associates
Florida
$1.95M -$90.8K -4,645 -5%
Morgan Stanley
29
Morgan Stanley
New York
$1.86M +$937K +47,914 +111%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$1.8M -$6M -307,048 -78%
CA
31
Cetera Advisors
Colorado
$1.73M +$44.2K +2,259 +3%
CPA
32
Clear Point Advisors
New York
$1.62M +$1.56M +79,591 New
CAN
33
Cetera Advisor Networks
California
$1.61M -$9.77K -500 -0.6%
BWM
34
BKM Wealth Management
Wisconsin
$1.61M +$1.54M +78,901 New
KC
35
Kades & Cheifetz
Pennsylvania
$1.57M +$71.9K +3,680 +5%
HighTower Advisors
36
HighTower Advisors
Illinois
$1.57M +$167K +8,562 +13%
JP Morgan Chase
37
JP Morgan Chase
New York
$1.38M +$640K +32,761 +94%
TCA
38
Transcend Capital Advisors
New Jersey
$1.27M -$109K -5,576 -8%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$1.25M +$78.5K +4,014 +7%
FGG
40
Financial Guidance Group
Florida
$1.12M +$185K +9,475 +21%
SWP
41
Semus Wealth Partners
Florida
$878K -$7.57K -387 -0.9%
IC
42
IEQ Capital
California
$813K – – –
FAIM
43
Financial Advocates Investment Management
Washington
$765K +$26.6K +1,360 +4%
AFTS
44
American Financial & Tax Strategies
New York
$764K +$733K +37,493 New
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$709K -$276K -14,136 -29%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$693K -$114K -5,849 -15%
CCM
47
Crew Capital Management
Ohio
$680K -$273K -13,961 -30%
SMC
48
Smith, Moore & Co
Missouri
$578K +$3.62K +185 +0.7%
HNB
49
Huntington National Bank
Ohio
$566K – – –
PAG
50
Private Advisor Group
New Jersey
$563K +$1.13K +58 +0.2%
1
2
3 4 5

BAR Hedge Fund Activity: Q4 2023 in Review

120 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q4 2023, worth a combined $614M — up 8.5% from $565M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BAR positions and 15 closed out — a net gain of 5 holders — while 32 added to existing stakes and 40 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $7.22M. The largest seller was Jane Street, cutting an estimated $22.9M.

  • 120 institutional investors held GraniteShares Gold Shares (BAR) as of Q4 2023, up from 115 in Q3 2023.
  • Funds reported $614M of GraniteShares Gold Shares stock for Q4 2023, up 8.5% quarter-over-quarter.
  • 20 funds opened new GraniteShares Gold Shares positions in Q4 2023 and 15 closed out, a net change of +5 holders.
  • The largest GraniteShares Gold Shares buyer in Q4 2023 was Bank of New York Mellon, an estimated $7.22M added.
  • The largest GraniteShares Gold Shares seller in Q4 2023 was Jane Street, an estimated $22.9M sold.

Based on aggregated 13F filings for Q4 2023.