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GraniteShares Gold Shares
BAR

100 hedge funds and large institutions have $571M invested in GraniteShares Gold Shares in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

5% more funds holding

Funds holding: 95 → 100 (+5)

7.01% less ownership

Funds ownership: 70.18% → 63.17% (-7%)

15% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 34

22% less capital invested

Capital invested by funds: $732M → $571M (-$161M)

Holders
100
Holders Change
+5
Holders Change %
+5.26%
% of All Funds
1.54%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
21
Increased
29
Reduced
34
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SVCF
Silicon Valley Community Foundation
California
+$30.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.53M
3
Jane Street
Jane Street
New York
+$1.48M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$1.38M
5
GP
Greenline Partners
New York
+$1.21M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$114M
2
RBA
Richard Bernstein Advisors
New York
-$47.2M
3
JPG
Jordan Park Group
California
-$36M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$22.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
76
Deutsche Bank
Germany
$36K – – –
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$28K – – –
WAM
78
WFA Asset Management
Wisconsin
$27.2K +$26.7K +1,500 New
TWM
79
Tradition Wealth Management
Minnesota
$22K – – –
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$20K +$19.6K +1,102 New
JP Morgan Chase
81
JP Morgan Chase
New York
$20K +$12.1K +678 +162%
IA
82
IFP Advisors
Florida
$19K – – –
RG
83
Retirement Group
California
$15K – – –
TAM
84
Tucker Asset Management
Colorado
$14.3K – – –
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$14K – – –
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$13K +$12.4K +698 New
SIS
87
Sound Income Strategies
Florida
$12K – – –
CCMW
88
Cypress Capital Management (Wyoming)
Wyoming
$9K – – –
IFAM
89
Institutional & Family Asset Management
Colorado
$7K -$8.91K -500 -57%
S
90
SignatureFD
Georgia
$7K -$1.5K -84 -18%
AF
91
Allworth Financial
California
$7K – – –
BFEC
92
Benjamin F. Edwards & Company
Missouri
$6K – – –
PFGIA
93
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$4.05K +227 +568%
PO
94
Private Ocean
California
$2K +$1.78K +100 New
ACM
95
Absolute Capital Management
Pennsylvania
$1.81K +$1.78K +100 New
MP
96
McDonald Partners
Ohio
$1.81K +$1.78K +100 New
CA
97
CoreCap Advisors
Michigan
$1K +$125 +7 New
SWM
98
Spire Wealth Management
Virginia
$1K +$1.02K +57 New
AWA
99
Amplius Wealth Advisors
Pennsylvania
$1K +$1.78K +100 New
BBHC
100
Brown Brothers Harriman & Co
New York
$117 +$108K +6,043 +1,485%
1 2 3
4
5

BAR Hedge Fund Activity: Q4 2021 in Review

100 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q4 2021, worth a combined $571M — down 22% from $732M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BAR positions and 14 closed out — a net gain of 7 holders — while 29 added to existing stakes and 34 trimmed.

The largest buyer was Silicon Valley Community Foundation, opening a new position worth an estimated $30.7M. The largest seller was Bank of America, cutting an estimated $114M.

  • 100 institutional investors held GraniteShares Gold Shares (BAR) as of Q4 2021, up from 95 in Q3 2021.
  • Funds reported $571M of GraniteShares Gold Shares stock for Q4 2021, down 22% quarter-over-quarter.
  • 21 funds opened new GraniteShares Gold Shares positions in Q4 2021 and 14 closed out, a net change of +7 holders.
  • The largest GraniteShares Gold Shares buyer in Q4 2021 was Silicon Valley Community Foundation, an estimated $30.7M added.
  • The largest GraniteShares Gold Shares seller in Q4 2021 was Bank of America, an estimated $114M sold.

Based on aggregated 13F filings for Q4 2021.