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GraniteShares Gold Shares
BAR

87 hedge funds and large institutions have $603M invested in GraniteShares Gold Shares in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

16% more funds holding

Funds holding: 75 → 87 (+12)

21.18% less ownership

Funds ownership: 75.14% → 53.96% (-21%)

38% less capital invested

Capital invested by funds: $970M → $603M (-$367M)

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

Holders
87
Holders Change
+12
Holders Change %
+16%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
23
Increased
27
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TI
Tidal Investments
Wisconsin
+$76.9M
2
HighTower Advisors
HighTower Advisors
Illinois
+$5.18M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.74M
4
BOPW
Brandywine Oak Private Wealth
Pennsylvania
+$2.81M
5
LPL Financial
LPL Financial
California
+$2.8M

Top Sellers

Rank Fund Capital Flow
1
JPG
Jordan Park Group
California
-$196M
2
Bank of America
Bank of America
North Carolina
-$112M
3
CIA
CSat Investment Advisory
Michigan
-$77.3M
4
RBA
Richard Bernstein Advisors
New York
-$28.2M
5
Jane Street
Jane Street
New York
-$23.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
NC
51
NovaPoint Capital
Georgia
$207K – – –
Lido Advisors
52
Lido Advisors
California
$203K -$20.4K -1,092 -9%
MML Investors Services
53
MML Investors Services
Massachusetts
$196K -$1.1M -59,010 -85%
GEA
54
Glen Eagle Advisors
New Jersey
$170K +$47.2K +2,530 +39%
APA
55
American Portfolios Advisors
New York
$135K +$8.69K +466 +7%
Citigroup
56
Citigroup
New York
$132K +$131K +7,000 New
AIM
57
Acropolis Investment Management
Missouri
$110K – – –
Deutsche Bank
58
Deutsche Bank
Germany
$98K +$29.1K +1,559 +43%
IA
59
IndexIQ Advisors
New York
$89K +$88.6K +4,752 New
PWM
60
Perigon Wealth Management
California
$88K +$86.7K +4,650 New
OSAM
61
O'Shaughnessy Asset Management
Connecticut
$69K +$68.1K +3,650 New
Wells Fargo
62
Wells Fargo
California
$62K -$88.8K -4,762 -59%
ASN
63
Advisory Services Network
Georgia
$55K +$34.9K +1,870 +177%
FP
64
Fiduciary Planning
Florida
$45K – – –
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$42K – – –
AWA
66
Arkadios Wealth Advisors
Georgia
$37K +$18.7K +1,000 +100%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$30K – – –
TWM
68
Tradition Wealth Management
Minnesota
$23K +$22.4K +1,200 New
IFAM
69
Institutional & Family Asset Management
Colorado
$16K -$11.5K -619 -42%
CFGS
70
Concourse Financial Group Securities
Alabama
$16K – – –
SFS
71
Sowell Financial Services
Arkansas
$15K – – –
RG
72
Retirement Group
California
$15K +$14.9K +800 New
SIS
73
Sound Income Strategies
Florida
$13K – – –
UBS Group
74
UBS Group
Switzerland
$12K -$1.26M -67,621 -99%
S
75
SignatureFD
Georgia
$11K -$6.83K -366 -40%
1 2
3
4

BAR Hedge Fund Activity: Q4 2020 in Review

87 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q4 2020, worth a combined $603M — down 38% from $970M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BAR positions and 10 closed out — a net gain of 13 holders — while 27 added to existing stakes and 23 trimmed.

The largest buyer was Tidal Investments, opening a new position worth an estimated $76.9M. The largest seller was Jordan Park Group, exiting entirely with an estimated $196M sold.

  • 87 institutional investors held GraniteShares Gold Shares (BAR) as of Q4 2020, up from 75 in Q3 2020.
  • Funds reported $603M of GraniteShares Gold Shares stock for Q4 2020, down 38% quarter-over-quarter.
  • 23 funds opened new GraniteShares Gold Shares positions in Q4 2020 and 10 closed out, a net change of +13 holders.
  • The largest GraniteShares Gold Shares buyer in Q4 2020 was Tidal Investments, an estimated $76.9M added.
  • The largest GraniteShares Gold Shares seller in Q4 2020 was Jordan Park Group, an estimated $196M sold.

Based on aggregated 13F filings for Q4 2020.