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GraniteShares Gold Shares

112 hedge funds and large institutions have $631M invested in GraniteShares Gold Shares in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 34

1.67% more ownership

Funds ownership: 65.34%67.01% (+1.7%)

0% more capital invested

Capital invested by funds: $630M → $631M (+$428K)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less funds holding

Funds holding: 118112 (-6)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

Holders
112
Holders Change
-6
Holders Change %
-5.08%
% of All Funds
1.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
11
Increased
41
Reduced
34
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
51
Smith, Moore & Co
Missouri
$534K +$52.2K +2,664 +10%
PAG
52
Private Advisor Group
New Jersey
$531K -$139K -7,107 -20%
VAS
53
Vestmark Advisory Solutions
Massachusetts
$504K +$3.17K +162 +0.6%
IA
54
IFP Advisors
Florida
$393K +$99.8K +5,097 +33%
JP Morgan Chase
55
JP Morgan Chase
New York
$382K +$331K +16,882 +525%
PA
56
PFG Advisors
Arizona
$380K -$11.1K -566 -3%
MML Investors Services
57
MML Investors Services
Massachusetts
$367K +$78.5K +4,007 +26%
VWA
58
V Wealth Advisors
Kansas
$365K -$26.7K -1,363 -7%
DG
59
DMC Group
Alabama
$361K +$2.21K +113 +0.6%
Lido Advisors
60
Lido Advisors
California
$359K +$15.9K +814 +5%
JHCP
61
Jackson Hole Capital Partners
Oklahoma
$356K
JIP
62
Jaffetilchin Investment Partners
Florida
$337K
RFN
63
Redwood Financial Network
Ohio
$332K +$39.2K +2,000 +13%
EFS
64
Essex Financial Services
Connecticut
$326K +$5.74K +293 +2%
AIP
65
Almanack Investment Partners
Pennsylvania
$317K -$6.17K -315 -2%
BCI
66
Brinker Capital Investments
Pennsylvania
$315K -$17.1K -873 -5%
OPS
67
Orion Portfolio Solutions
Nebraska
$315K -$17.1K -873 -5%
PP
68
Patron Partners
Texas
$311K -$1.49K -76 -0.5%
TW
69
TrinityPoint Wealth
Connecticut
$304K +$24.2K +1,237 +8%
BIA
70
Barry Investment Advisors
Massachusetts
$296K -$137K -7,018 -31%
BRWA
71
B. Riley Wealth Advisors
Florida
$295K +$304K +15,522 New
TGAM
72
TBH Global Asset Management
Tennessee
$258K -$7.13K -364 -2%
AC
73
ASB Consultores
Florida
$246K +$253K +12,939 New
KDA
74
Kraft Davis & Associates
Missouri
$241K +$250K +12,767 New
EAM
75
Evanson Asset Management
California
$232K

BAR Hedge Fund Activity: Q2 2023 in Review

112 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q2 2023, worth a combined $631M — up 0.07% from $630M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BAR and 11 opened new positions — a net loss of 5 holders — while 34 trimmed existing stakes and 41 added.

The largest buyer was Jane Street, opening a new position worth an estimated $26M. The largest seller was Bank of New York Mellon, cutting an estimated $10.4M.

  • 112 institutional investors held GraniteShares Gold Shares (BAR) as of Q2 2023, down from 118 in Q1 2023.
  • Funds reported $631M of GraniteShares Gold Shares stock for Q2 2023, up 0.07% quarter-over-quarter.
  • 11 funds opened new GraniteShares Gold Shares positions in Q2 2023 and 16 closed out, a net change of -5 holders.
  • The largest GraniteShares Gold Shares buyer in Q2 2023 was Jane Street, an estimated $26M added.
  • The largest GraniteShares Gold Shares seller in Q2 2023 was Bank of New York Mellon, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2023.