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GraniteShares Gold Shares
BAR

114 hedge funds and large institutions have $590M invested in GraniteShares Gold Shares in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

11% more capital invested

Capital invested by funds: $530M → $590M (+$59.3M)

3% more funds holding

Funds holding: 111 → 114 (+3)

1.23% more ownership

Funds ownership: 63.88% → 65.11% (+1.2%)

33% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 39

Holders
114
Holders Change
+3
Holders Change %
+2.7%
% of All Funds
1.83%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
22
Increased
26
Reduced
39
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$17.6M
2
Osaic Holdings
Osaic Holdings
Arizona
+$5.15M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.62M
4
CA
Cetera Advisors
Colorado
+$1.47M
5
RBA
Richard Bernstein Advisors
New York
+$1.46M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$12.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.91M
3
Bank of America
Bank of America
North Carolina
-$4.07M
4
Renaissance Technologies
Renaissance Technologies
New York
-$2.57M
5
Jane Street
Jane Street
New York
-$2.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
IMC Chicago
51
IMC Chicago
Illinois
$416K +$395K +23,057 New
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$353K +$19K +1,111 +6%
JHCP
53
Jackson Hole Capital Partners
Oklahoma
$338K – – –
DG
54
DMC Group
Alabama
$326K +$37.4K +2,180 +14%
Lido Advisors
55
Lido Advisors
California
$321K -$43.2K -2,517 -12%
JIP
56
Jaffetilchin Investment Partners
Florida
$320K – – –
CA
57
Calton & Associates
Florida
$317K -$458K -26,742 -60%
VWM
58
Venturi Wealth Management
Texas
$315K +$5.71K +333 +2%
OPS
59
Orion Portfolio Solutions
Nebraska
$314K +$298K +17,397 New
MML Investors Services
60
MML Investors Services
Massachusetts
$307K +$4.63K +270 +2%
AIP
61
Almanack Investment Partners
Pennsylvania
$302K – – –
PP
62
Patron Partners
Texas
$298K -$7.97K -465 -3%
RFN
63
Redwood Financial Network
Ohio
$278K – – –
EFS
64
Essex Financial Services
Connecticut
$274K +$10.1K +591 +4%
TW
65
TrinityPoint Wealth
Connecticut
$248K -$12.3K -717 -5%
GVAG
66
Great Valley Advisor Group
Delaware
$241K – – –
IFWM
67
Institute for Wealth Management
Colorado
$237K -$1.42K -83 -0.6%
KDA
68
Kraft Davis & Associates
Missouri
$232K +$219K +12,767 New
Mariner
69
Mariner
Kansas
$223K -$274 -16 -0.1%
EAM
70
Evanson Asset Management
California
$220K – – –
SWA
71
Stratos Wealth Advisors
Ohio
$213K -$37.8K -2,204 -16%
GWSG
72
GPS Wealth Strategies Group
Colorado
$211K – – –
NC
73
NovaPoint Capital
Georgia
$210K – – –
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$210K +$199K +11,625 New
GEA
75
Glen Eagle Advisors
New Jersey
$209K -$10.9K -634 -5%
1 2
3
4 5

BAR Hedge Fund Activity: Q4 2022 in Review

114 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q4 2022, worth a combined $590M — up 11% from $530M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BAR positions and 17 closed out — a net gain of 5 holders — while 26 added to existing stakes and 39 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $17.6M. The largest seller was HighTower Advisors, cutting an estimated $12.9M.

  • 114 institutional investors held GraniteShares Gold Shares (BAR) as of Q4 2022, up from 111 in Q3 2022.
  • Funds reported $590M of GraniteShares Gold Shares stock for Q4 2022, up 11% quarter-over-quarter.
  • 22 funds opened new GraniteShares Gold Shares positions in Q4 2022 and 17 closed out, a net change of +5 holders.
  • The largest GraniteShares Gold Shares buyer in Q4 2022 was CAPTRUST Financial Advisors, an estimated $17.6M added.
  • The largest GraniteShares Gold Shares seller in Q4 2022 was HighTower Advisors, an estimated $12.9M sold.

Based on aggregated 13F filings for Q4 2022.