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GraniteShares Gold Shares

111 hedge funds and large institutions have $530M invested in GraniteShares Gold Shares in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

3.64% more ownership

Funds ownership: 60.24%63.88% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 112111 (-1)

12% less capital invested

Capital invested by funds: $602M → $530M (-$72M)

14% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 36

Holders
111
Holders Change
-1
Holders Change %
-0.89%
% of All Funds
1.91%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
15
Increased
31
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$362K -$169K -9,878 -31%
Lido Advisors
52
Lido Advisors
California
$334K +$53.5K +3,127 +18%
CAN
53
Claraphi Advisory Network
United States
$314K +$139K +8,100 +74%
JHCP
54
Jackson Hole Capital Partners
Oklahoma
$308K
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$304K -$855 -50 -0.3%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$294K -$641K -37,491 -68%
JIP
57
Jaffetilchin Investment Partners
Florida
$292K
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$287K +$56.2K +3,288 +23%
VWM
59
Venturi Wealth Management
Texas
$282K -$2.21K -129 -0.7%
PP
60
Patron Partners
Texas
$280K +$4.74K +277 +2%
MML Investors Services
61
MML Investors Services
Massachusetts
$276K -$821 -48 -0.3%
AIP
62
Almanack Investment Partners
Pennsylvania
$276K
SWM
63
Sugarloaf Wealth Management
Georgia
$268K +$67K +3,917 +32%
DG
64
DMC Group
Alabama
$265K +$80.4K +4,700 +43%
RFN
65
Redwood Financial Network
Ohio
$254K
EFS
66
Essex Financial Services
Connecticut
$241K +$12K +700 +5%
TW
67
TrinityPoint Wealth
Connecticut
$238K -$1.93K -113 -0.8%
SWA
68
Stratos Wealth Advisors
Ohio
$230K +$239K +13,985 New
GVAG
69
Great Valley Advisor Group
Delaware
$220K +$229K +13,359 New
IFWM
70
Institute for Wealth Management
Colorado
$217K -$3.68K -215 -2%
FP
71
Fiduciary Planning
Florida
$210K +$2.69K +157 +1%
EH
72
Equitable Holdings
New York
$209K +$217K +12,693 New
Mariner
73
Mariner
Kansas
$204K +$212K +12,393 New
GEA
74
Glen Eagle Advisors
New Jersey
$201K -$19.6K -1,144 -9%
EAM
75
Evanson Asset Management
California
$201K

BAR Hedge Fund Activity: Q3 2022 in Review

111 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q3 2022, worth a combined $530M — down 12% from $602M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BAR positions and 13 closed out — a net gain of 2 holders — while 31 added to existing stakes and 36 trimmed.

The largest buyer was Jane Street, adding an estimated $7.79M. The largest seller was Bouchey Financial Group, exiting entirely with an estimated $12.6M sold.

  • 111 institutional investors held GraniteShares Gold Shares (BAR) as of Q3 2022, down from 112 in Q2 2022.
  • Funds reported $530M of GraniteShares Gold Shares stock for Q3 2022, down 12% quarter-over-quarter.
  • 15 funds opened new GraniteShares Gold Shares positions in Q3 2022 and 13 closed out, a net change of +2 holders.
  • The largest GraniteShares Gold Shares buyer in Q3 2022 was Jane Street, an estimated $7.79M added.
  • The largest GraniteShares Gold Shares seller in Q3 2022 was Bouchey Financial Group, an estimated $12.6M sold.

Based on aggregated 13F filings for Q3 2022.