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GraniteShares Gold Shares

134 hedge funds and large institutions have $515M invested in GraniteShares Gold Shares in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

5% more funds holding

Funds holding: 128134 (+6)

1% more capital invested

Capital invested by funds: $508M → $515M (+$7.45M)

2.29% less ownership

Funds ownership: 48.52%46.23% (-2.3%)

23% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 47

Holders
134
Holders Change
+6
Holders Change %
+4.69%
% of All Funds
1.76%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
19
Increased
36
Reduced
47
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$4.82M +$13.5K +416 +0.3%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$4.73M -$293K -9,048 -6%
MAC
28
Mason & Associates (California)
California
$3.93M +$426K +13,133 +12%
ES
29
ETF Store
Kansas
$3.91M -$59.1K -1,825 -2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$3.87M -$38.9K -1,201 -1%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$3.42M -$557K -17,193 -14%
CPA
32
Clear Point Advisors
New York
$3.11M +$19.4K +600 +0.6%
JP Morgan Chase
33
JP Morgan Chase
New York
$2.72M -$1.37M -42,296 -34%
CAGAS
34
Capital Advisory Group Advisory Services
Minnesota
$2.54M +$104K +3,214 +4%
CCIA
35
Cherry Creek Investment Advisors
Colorado
$2.52M +$36.7K +1,134 +1%
HighTower Advisors
36
HighTower Advisors
Illinois
$2.38M -$177K -5,448 -7%
JHCP
37
Jackson Hole Capital Partners
Oklahoma
$2.32M
AWM
38
AE Wealth Management
Kansas
$2.19M -$390K -12,028 -15%
Morgan Stanley
39
Morgan Stanley
New York
$2.13M -$1.1M -33,898 -34%
IWA
40
Inspirion Wealth Advisors
Illinois
$1.48M +$173K +5,350 +13%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.46M -$2.11K -65 -0.1%
SA
42
Sanctuary Advisors
Indiana
$1.42M -$15.4K -475 -1%
DFP
43
Defined Financial Planning
California
$1.38M +$1.36M +41,930 New
AFTS
44
American Financial & Tax Strategies
New York
$1.17M -$37.6K -1,160 -3%
IWA
45
IBEX Wealth Advisors
New Jersey
$1.17M -$2.71M -83,658 -70%
JHC
46
J. Hagan Capital
Kentucky
$1.17M +$1.13M +34,845 New
ACA
47
Aptus Capital Advisors
Alabama
$1.12M -$701K -21,638 -39%
SWP
48
Semus Wealth Partners
Florida
$1.09M
VCM
49
Virtue Capital Management
Tennessee
$1.09M +$53.4K +1,649 +5%
SMC
50
Smith, Moore & Co
Missouri
$1.01M +$22.7K +700 +2%

BAR Hedge Fund Activity: Q2 2025 in Review

134 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q2 2025, worth a combined $515M — up 1.5% from $508M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BAR positions and 13 closed out — a net gain of 6 holders — while 36 added to existing stakes and 47 trimmed.

The largest buyer was Advyzon Investment Management, opening a new position worth an estimated $10.5M. The largest seller was Renaissance Technologies, cutting an estimated $13.1M.

  • 134 institutional investors held GraniteShares Gold Shares (BAR) as of Q2 2025, up from 128 in Q1 2025.
  • Funds reported $515M of GraniteShares Gold Shares stock for Q2 2025, up 1.5% quarter-over-quarter.
  • 19 funds opened new GraniteShares Gold Shares positions in Q2 2025 and 13 closed out, a net change of +6 holders.
  • The largest GraniteShares Gold Shares buyer in Q2 2025 was Advyzon Investment Management, an estimated $10.5M added.
  • The largest GraniteShares Gold Shares seller in Q2 2025 was Renaissance Technologies, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2025.