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GraniteShares Gold Shares
BAR

122 hedge funds and large institutions have $428M invested in GraniteShares Gold Shares in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

14% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 37

0.95% more ownership

Funds ownership: 49.33% → 50.27% (+0.95%)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less capital invested

Capital invested by funds: $434M → $428M (-$6.22M)

4% less funds holding

Funds holding: 127 → 122 (-5)

Holders
122
Holders Change
-5
Holders Change %
-3.94%
% of All Funds
1.61%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
14
Increased
42
Reduced
37
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CM
Columbus Macro
Pennsylvania
+$4.82M
2
CUAMC
China Universal Asset Management Company
China
+$4.1M
3
Renaissance Technologies
Renaissance Technologies
New York
+$3.25M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.07M
5
MAC
Mason & Associates (California)
California
+$1.81M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$13.6M
2
EE
EWG Elevate
California
-$5.5M
3
Bank of America
Bank of America
North Carolina
-$3.41M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.89M
5
RBA
Richard Bernstein Advisors
New York
-$1.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
IC
51
IEQ Capital
California
$783K -$253K -9,630 -24%
SMC
52
Smith, Moore & Co
Missouri
$748K +$63K +2,397 +9%
EL
53
EQ LLC
Washington
$743K – – –
HNB
54
Huntington National Bank
Ohio
$633K – – –
AI
55
Atria Investments
North Carolina
$587K -$102K -3,876 -15%
PAG
56
Private Advisor Group
New Jersey
$579K -$71.4K -2,719 -11%
AIP
57
Almanack Investment Partners
Pennsylvania
$528K – – –
PA
58
PFG Advisors
Arizona
$512K – – –
Citadel Advisors
59
Citadel Advisors
Florida
$468K +$474K +18,059 New
JIP
60
Jaffetilchin Investment Partners
Florida
$460K +$4.2K +160 +0.9%
FCH
61
Freestone Capital Holdings
Washington
$460K – – –
EFG
62
Ehrlich Financial Group
California
$446K +$1.31K +50 +0.3%
PS
63
Principal Securities
Iowa
$443K -$4.47K -170 -1%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$423K -$39.4K -1,498 -8%
Envestnet Portfolio Solutions
65
Envestnet Portfolio Solutions
Illinois
$420K -$13.9K -528 -3%
EFS
66
Essex Financial Services
Connecticut
$419K -$27.2K -1,036 -6%
DWM
67
Denver Wealth Management
Colorado
$414K +$101K +3,855 +32%
TW
68
TrinityPoint Wealth
Connecticut
$409K +$3.44K +131 +0.8%
PP
69
Patron Partners
Texas
$390K -$1.73K -66 -0.4%
CL
70
Choreo LLC
Illinois
$387K +$59.8K +2,277 +18%
AC
71
ASB Consultores
Florida
$374K – – –
KDA
72
Kraft Davis & Associates
Missouri
$366K – – –
Corient Private Wealth
73
Corient Private Wealth
Florida
$326K +$34.6K +1,318 +12%
EAM
74
Evanson Asset Management
California
$316K – – –
CL
75
CLG LLC
California
$311K +$315K +12,000 New
1 2
3
4 5

BAR Hedge Fund Activity: Q4 2024 in Review

122 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q4 2024, worth a combined $428M — down 1.4% from $434M a quarter earlier.

Fund positioning in BAR was balanced in Q4 2024: 14 funds opened new positions, 14 closed out, 42 added to existing stakes and 37 trimmed.

The largest buyer was Columbus Macro, adding an estimated $4.82M. The largest seller was Bank of New York Mellon, cutting an estimated $13.6M.

  • 122 institutional investors held GraniteShares Gold Shares (BAR) as of Q4 2024, down from 127 in Q3 2024.
  • Funds reported $428M of GraniteShares Gold Shares stock for Q4 2024, down 1.4% quarter-over-quarter.
  • 14 funds opened new GraniteShares Gold Shares positions in Q4 2024 and 14 closed out, a net change of 0 holders.
  • The largest GraniteShares Gold Shares buyer in Q4 2024 was Columbus Macro, an estimated $4.82M added.
  • The largest GraniteShares Gold Shares seller in Q4 2024 was Bank of New York Mellon, an estimated $13.6M sold.

Based on aggregated 13F filings for Q4 2024.