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GraniteShares Gold Shares
BAR

128 hedge funds and large institutions have $508M invested in GraniteShares Gold Shares in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

19% more capital invested

Capital invested by funds: $428M → $508M (+$79.4M)

5% more funds holding

Funds holding: 122 → 128 (+6)

8% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 38

1.75% less ownership

Funds ownership: 50.27% → 48.52% (-1.8%)

Holders
128
Holders Change
+6
Holders Change %
+4.92%
% of All Funds
1.72%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
22
Increased
41
Reduced
38
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$7.77M
2
Raymond James Financial
Raymond James Financial
Florida
+$4.93M
3
IWA
IBEX Wealth Advisors
New Jersey
+$3.38M
4
NFG
Nations Financial Group
Iowa
+$2.92M
5
CAGAS
Capital Advisory Group Advisory Services
Minnesota
+$2.11M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$9.28M
2
WWA
WCG Wealth Advisors
Nevada
-$5.77M
3
RBA
Richard Bernstein Advisors
New York
-$4.4M
4
FTUS
Flow Traders U.S.
New York
-$2.53M
5
Jane Street
Jane Street
New York
-$2.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
26
IBEX Wealth Advisors
New Jersey
$3.69M +$3.38M +119,563 New
SPIA
27
Steward Partners Investment Advisory
New York
$3.51M +$356K +12,580 +12%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$3.35M -$2.27M -80,399 -43%
MAC
29
Mason & Associates (California)
California
$3.31M +$1.09M +38,562 +56%
NFG
30
Nations Financial Group
Iowa
$3.19M +$2.92M +103,276 New
Morgan Stanley
31
Morgan Stanley
New York
$3.06M +$1.07M +37,775 +62%
CPA
32
Clear Point Advisors
New York
$2.98M +$240K +8,493 +10%
AWM
33
AE Wealth Management
Kansas
$2.44M -$6.54K -231 -0.3%
HighTower Advisors
34
HighTower Advisors
Illinois
$2.41M -$430K -15,185 -16%
CCIA
35
Cherry Creek Investment Advisors
Colorado
$2.35M +$47K +1,660 +2%
Citadel Advisors
36
Citadel Advisors
Florida
$2.32M +$1.61M +57,046 +316%
CAGAS
37
Capital Advisory Group Advisory Services
Minnesota
$2.3M +$2.11M +74,606 New
JHCP
38
Jackson Hole Capital Partners
Oklahoma
$2.19M -$620K -21,900 -24%
PCIA
39
Prime Capital Investment Advisors
Kansas
$1.86M +$1.71M +60,450 New
ACA
40
Aptus Capital Advisors
Alabama
$1.73M -$27.3K -964 -2%
TCA
41
Transcend Capital Advisors
New Jersey
$1.67M -$56.2K -1,988 -4%
FGG
42
Financial Guidance Group
Florida
$1.58M -$39.1K -1,382 -3%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.38M +$203K +7,168 +19%
SA
44
Sanctuary Advisors
Indiana
$1.36M -$41.8K -1,479 -3%
Jane Street
45
Jane Street
New York
$1.27M -$2.42M -85,527 -68%
IWA
46
Inspirion Wealth Advisors
Illinois
$1.23M +$9.9K +350 +0.9%
AFTS
47
American Financial & Tax Strategies
New York
$1.14M -$33.5K -1,183 -3%
SWP
48
Semus Wealth Partners
Florida
$1.03M -$3.03K -107 -0.3%
NA
49
NewEdge Advisors
Louisiana
$989K +$7.44K +263 +0.8%
VCM
50
Virtue Capital Management
Tennessee
$975K +$895K +31,632 New
1
2
3 4 5

BAR Hedge Fund Activity: Q1 2025 in Review

128 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q1 2025, worth a combined $508M — up 19% from $428M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BAR positions and 12 closed out — a net gain of 10 holders — while 41 added to existing stakes and 38 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $7.77M. The largest seller was Bank of America, cutting an estimated $9.28M.

  • 128 institutional investors held GraniteShares Gold Shares (BAR) as of Q1 2025, up from 122 in Q4 2024.
  • Funds reported $508M of GraniteShares Gold Shares stock for Q1 2025, up 19% quarter-over-quarter.
  • 22 funds opened new GraniteShares Gold Shares positions in Q1 2025 and 12 closed out, a net change of +10 holders.
  • The largest GraniteShares Gold Shares buyer in Q1 2025 was Renaissance Technologies, an estimated $7.77M added.
  • The largest GraniteShares Gold Shares seller in Q1 2025 was Bank of America, an estimated $9.28M sold.

Based on aggregated 13F filings for Q1 2025.