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GraniteShares Gold Shares

120 hedge funds and large institutions have $614M invested in GraniteShares Gold Shares in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

9% more capital invested

Capital invested by funds: $565M → $614M (+$48.2M)

4% more funds holding

Funds holding: 115120 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.05% less ownership

Funds ownership: 63.89%63.84% (-0.05%)

20% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 40

Holders
120
Holders Change
+5
Holders Change %
+4.35%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
32
Reduced
40
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JHCP
51
Jackson Hole Capital Partners
Oklahoma
$548K -$134K -6,830 -20%
EL
52
EQ LLC
Washington
$536K -$53.3K -2,728 -9%
TA
53
Tactive Advisors
Florida
$519K +$181K +9,248 +57%
TSS
54
Two Sigma Securities
New York
$439K +$421K +21,540 New
CUAMC
55
China Universal Asset Management Company
China
$408K -$97.7K -5,000 -20%
PA
56
PFG Advisors
Arizona
$403K
AIP
57
Almanack Investment Partners
Pennsylvania
$398K +$47.3K +2,420 +14%
DG
58
DMC Group
Alabama
$371K -$18K -921 -5%
JIP
59
Jaffetilchin Investment Partners
Florida
$359K -$1.99K -102 -0.6%
WWA
60
WCG Wealth Advisors
Nevada
$357K +$342K +17,503 New
EFS
61
Essex Financial Services
Connecticut
$351K +$4.65K +238 +1%
SC
62
Sinecera Capital
Texas
$350K -$11.8K -605 -3%
EFG
63
Ehrlich Financial Group
California
$342K +$328K +16,782 New
PP
64
Patron Partners
Texas
$341K -$98 -5 -0%
NFG
65
Northeast Financial Group
Pennsylvania
$335K -$307K -15,718 -49%
TW
66
TrinityPoint Wealth
Connecticut
$328K -$2.03K -104 -0.6%
IA
67
IFP Advisors
Florida
$279K +$18.6K +950 +7%
Lido Advisors
68
Lido Advisors
California
$278K -$84.3K -4,314 -24%
PS
69
Principal Securities
Iowa
$266K +$255K +13,047 New
KDA
70
Kraft Davis & Associates
Missouri
$255K
Comerica Bank
71
Comerica Bank
Texas
$251K -$11.7K -598 -5%
EAM
72
Evanson Asset Management
California
$249K
WIC
73
Woodmont Investment Counsel
Tennessee
$247K +$237K +12,116 New
SWA
74
Stratos Wealth Advisors
Ohio
$245K
BRWA
75
B. Riley Wealth Advisors
Florida
$244K -$69.4K -3,550 -23%

BAR Hedge Fund Activity: Q4 2023 in Review

120 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q4 2023, worth a combined $614M — up 8.5% from $565M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BAR positions and 15 closed out — a net gain of 5 holders — while 32 added to existing stakes and 40 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $7.22M. The largest seller was Jane Street, cutting an estimated $22.9M.

  • 120 institutional investors held GraniteShares Gold Shares (BAR) as of Q4 2023, up from 115 in Q3 2023.
  • Funds reported $614M of GraniteShares Gold Shares stock for Q4 2023, up 8.5% quarter-over-quarter.
  • 20 funds opened new GraniteShares Gold Shares positions in Q4 2023 and 15 closed out, a net change of +5 holders.
  • The largest GraniteShares Gold Shares buyer in Q4 2023 was Bank of New York Mellon, an estimated $7.22M added.
  • The largest GraniteShares Gold Shares seller in Q4 2023 was Jane Street, an estimated $22.9M sold.

Based on aggregated 13F filings for Q4 2023.