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GraniteShares Gold Shares
BAR

114 hedge funds and large institutions have $590M invested in GraniteShares Gold Shares in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

11% more capital invested

Capital invested by funds: $530M → $590M (+$59.3M)

3% more funds holding

Funds holding: 111 → 114 (+3)

1.23% more ownership

Funds ownership: 63.88% → 65.11% (+1.2%)

33% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 39

Holders
114
Holders Change
+3
Holders Change %
+2.7%
% of All Funds
1.83%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
22
Increased
26
Reduced
39
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$17.6M
2
Osaic Holdings
Osaic Holdings
Arizona
+$5.15M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.62M
4
CA
Cetera Advisors
Colorado
+$1.47M
5
RBA
Richard Bernstein Advisors
New York
+$1.46M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$12.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.91M
3
Bank of America
Bank of America
North Carolina
-$4.07M
4
Renaissance Technologies
Renaissance Technologies
New York
-$2.57M
5
Jane Street
Jane Street
New York
-$2.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
76
Beacon Financial Advisory
Ohio
$202K – – –
CRWM
77
Castle Rock Wealth Management
California
$202K – – –
Corient Private Wealth
78
Corient Private Wealth
Florida
$199K +$189K +11,032 New
LA
79
LexAurum Advisors
Kansas
$191K – – –
Betterment LLC
80
Betterment LLC
New York
$191K +$181K +10,586 New
PCM
81
Penserra Capital Management
California
$190K +$25.3K +1,475 +16%
FHC
82
First Heartland Consultants
Missouri
$182K -$1.89K -110 -1%
AWA
83
Artemis Wealth Advisors
New York
$179K – – –
HNB
84
Huntington National Bank
Ohio
$173K – – –
SWM
85
Sugarloaf Wealth Management
Georgia
$138K -$148K -8,623 -53%
CA
86
CoreCap Advisors
Michigan
$95.1K +$90.4K +5,271 New
BTI
87
Blue Trust Inc
Georgia
$73K +$8.4K +490 +12%
JP Morgan Chase
88
JP Morgan Chase
New York
$53K -$16.8K -977 -25%
NA
89
NewEdge Advisors
Louisiana
$45.5K -$60.5K -3,527 -16%
HI
90
Harbour Investments
Wisconsin
$40.8K – – –
Deutsche Bank
91
Deutsche Bank
Germany
$35.5K – – –
CSPIA
92
Cary Street Partners Investment Advisory
Virginia
$35.1K +$33.3K +1,944 New
ASN
93
Advisory Services Network
Georgia
$32K +$30.4K +1,773 New
Wells Fargo
94
Wells Fargo
California
$28.7K -$24.2K -1,414 -47%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$28.6K – – –
WAM
96
WFA Asset Management
Wisconsin
$27.1K – – –
TWM
97
Tradition Wealth Management
Minnesota
$22K – – –
CSPAM
98
Cary Street Partners Asset Management
Virginia
$16.9K +$16K +934 New
HCM
99
Hollencrest Capital Management
California
$16.1K +$15.3K +890 New
BAM
100
Belpointe Asset Management
Nevada
$15.8K +$15K +875 New
2 3
4
5 6

BAR Hedge Fund Activity: Q4 2022 in Review

114 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q4 2022, worth a combined $590M — up 11% from $530M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BAR positions and 17 closed out — a net gain of 5 holders — while 26 added to existing stakes and 39 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $17.6M. The largest seller was HighTower Advisors, cutting an estimated $12.9M.

  • 114 institutional investors held GraniteShares Gold Shares (BAR) as of Q4 2022, up from 111 in Q3 2022.
  • Funds reported $590M of GraniteShares Gold Shares stock for Q4 2022, up 11% quarter-over-quarter.
  • 22 funds opened new GraniteShares Gold Shares positions in Q4 2022 and 17 closed out, a net change of +5 holders.
  • The largest GraniteShares Gold Shares buyer in Q4 2022 was CAPTRUST Financial Advisors, an estimated $17.6M added.
  • The largest GraniteShares Gold Shares seller in Q4 2022 was HighTower Advisors, an estimated $12.9M sold.

Based on aggregated 13F filings for Q4 2022.