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GraniteShares Gold Shares
BAR

115 hedge funds and large institutions have $565M invested in GraniteShares Gold Shares in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

3% more funds holding

Funds holding: 112 → 115 (+3)

3.12% less ownership

Funds ownership: 67.01% → 63.89% (-3.1%)

10% less capital invested

Capital invested by funds: $631M → $565M (-$65.4M)

53% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 47

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

Holders
115
Holders Change
+3
Holders Change %
+2.68%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
16
Increased
22
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$631K
2
CUAMC
China Universal Asset Management Company
China
+$477K
3
TA
Tactive Advisors
Florida
+$309K
4
JHCP
Jackson Hole Capital Partners
Oklahoma
+$286K
5
JP Morgan Chase
JP Morgan Chase
New York
+$284K

Top Sellers

Rank Fund Capital Flow
1
JPG
Jordan Park Group
California
-$6.64M
2
Bank of America
Bank of America
North Carolina
-$5.54M
3
CJFS
Coulter & Justus Financial Services
Tennessee
-$5.44M
4
RJA
Raymond James & Associates
Florida
-$4.76M
5
RBA
Richard Bernstein Advisors
New York
-$2.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
DG
51
DMC Group
Alabama
$349K +$1.91K +100 +0.5%
Lido Advisors
52
Lido Advisors
California
$328K -$18.2K -956 -5%
SC
53
Sinecera Capital
Texas
$325K -$502K -26,328 -60%
JIP
54
Jaffetilchin Investment Partners
Florida
$324K – – –
AIP
55
Almanack Investment Partners
Pennsylvania
$312K +$7.63K +400 +2%
EFS
56
Essex Financial Services
Connecticut
$311K -$3.03K -159 -0.9%
PP
57
Patron Partners
Texas
$306K +$7.36K +386 +2%
TW
58
TrinityPoint Wealth
Connecticut
$296K +$4.52K +237 +1%
TA
59
Tactive Advisors
Florida
$296K +$309K +16,187 New
HF
60
HRT Financial
New York
$284K -$1.69M -88,689 -85%
BRWA
61
B. Riley Wealth Advisors
Florida
$284K – – –
FTUS
62
Flow Traders U.S.
New York
$273K -$457K -23,962 -62%
Comerica Bank
63
Comerica Bank
Texas
$236K +$246K +12,919 New
IA
64
IFP Advisors
Florida
$233K -$151K -7,910 -38%
KDA
65
Kraft Davis & Associates
Missouri
$230K – – –
RJFSA
66
Raymond James Financial Services Advisors
Florida
$223K +$233K +12,220 New
EAM
67
Evanson Asset Management
California
$223K – – –
FZCM
68
Flynn Zito Capital Management
New York
$220K – – –
SWA
69
Stratos Wealth Advisors
Ohio
$220K – – –
FSG
70
Financial Strategies Group
Michigan
$219K -$584K -30,625 -73%
Truist Financial
71
Truist Financial
North Carolina
$215K -$3.11K -163 -1%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$211K +$220K +11,565 New
BFA
73
Beacon Financial Advisory
Ohio
$205K – – –
Corient Private Wealth
74
Corient Private Wealth
Florida
$204K +$1.24K +65 +0.6%
GEA
75
Glen Eagle Advisors
New Jersey
$199K -$12.9K -675 -6%
1 2
3
4 5

BAR Hedge Fund Activity: Q3 2023 in Review

115 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q3 2023, worth a combined $565M — down 10% from $631M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BAR positions and 13 closed out — a net gain of 3 holders — while 22 added to existing stakes and 47 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $631K. The largest seller was Jordan Park Group, cutting an estimated $6.64M.

  • 115 institutional investors held GraniteShares Gold Shares (BAR) as of Q3 2023, up from 112 in Q2 2023.
  • Funds reported $565M of GraniteShares Gold Shares stock for Q3 2023, down 10% quarter-over-quarter.
  • 16 funds opened new GraniteShares Gold Shares positions in Q3 2023 and 13 closed out, a net change of +3 holders.
  • The largest GraniteShares Gold Shares buyer in Q3 2023 was Rockefeller Capital Management, an estimated $631K added.
  • The largest GraniteShares Gold Shares seller in Q3 2023 was Jordan Park Group, an estimated $6.64M sold.

Based on aggregated 13F filings for Q3 2023.