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GraniteShares Gold Shares
BAR

118 hedge funds and large institutions have $630M invested in GraniteShares Gold Shares in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

14% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 35

7% more capital invested

Capital invested by funds: $590M → $630M (+$40.7M)

4% more funds holding

Funds holding: 114 → 118 (+4)

0.23% more ownership

Funds ownership: 65.11% → 65.34% (+0.23%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
1.88%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
16
Increased
40
Reduced
35
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIM
Cambria Investment Management
California
+$11.7M
2
IA
IFG Advisory
Georgia
+$2.59M
3
Bank of America
Bank of America
North Carolina
+$2.47M
4
DADC
D.A. Davidson & Co
Montana
+$2.22M
5
NFG
Nations Financial Group
Iowa
+$1.73M

Top Sellers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$10.3M
2
Jane Street
Jane Street
New York
-$7.4M
3
Osaic Holdings
Osaic Holdings
Arizona
-$4.66M
4
CJFS
Coulter & Justus Financial Services
Tennessee
-$2.77M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
76
Great Valley Advisor Group
Delaware
$245K -$14.6K -778 -6%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$245K -$221K -11,768 -48%
NA
78
NewEdge Advisors
Louisiana
$239K -$117K -6,229 -34%
EAM
79
Evanson Asset Management
California
$238K – – –
SWA
80
Stratos Wealth Advisors
Ohio
$236K +$5.62K +300 +3%
Mariner
81
Mariner
Kansas
$230K -$11.3K -605 -5%
NC
82
NovaPoint Capital
Georgia
$227K – – –
GEA
83
Glen Eagle Advisors
New Jersey
$226K – – –
BFA
84
Beacon Financial Advisory
Ohio
$219K – – –
CRWM
85
Castle Rock Wealth Management
California
$213K – – –
Corient Private Wealth
86
Corient Private Wealth
Florida
$212K -$2.92K -156 -1%
TCPG
87
Trivant Custom Portfolio Group
California
$205K +$197K +10,500 New
BTI
88
Blue Trust Inc
Georgia
$138K +$59.3K +3,163 +71%
HGERS
89
Householder Group Estate & Retirement Specialist
Arizona
$115K +$111K +5,899 New
VWM
90
Venturi Wealth Management
Texas
$77.5K -$253K -13,493 -77%
JP Morgan Chase
91
JP Morgan Chase
New York
$62.6K +$4.95K +264 +9%
SWM
92
Sugarloaf Wealth Management
Georgia
$60.2K -$85.3K -4,552 -60%
HI
93
Harbour Investments
Wisconsin
$44.1K – – –
ASN
94
Advisory Services Network
Georgia
$44K +$9.01K +481 +27%
CSPIA
95
Cary Street Partners Investment Advisory
Virginia
$37.9K – – –
Wells Fargo
96
Wells Fargo
California
$31.8K +$787 +42 +3%
WAM
97
WFA Asset Management
Wisconsin
$29.3K – – –
AWA
98
Artemis Wealth Advisors
New York
$28.9K -$158K -8,432 -85%
FFA
99
Farther Finance Advisors
California
$26.2K +$12.1K +647 +93%
TWM
100
Tradition Wealth Management
Minnesota
$23K – – –
2 3
4
5 6

BAR Hedge Fund Activity: Q1 2023 in Review

118 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q1 2023, worth a combined $630M — up 6.9% from $590M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BAR positions and 10 closed out — a net gain of 6 holders — while 40 added to existing stakes and 35 trimmed.

The largest buyer was Cambria Investment Management, adding an estimated $11.7M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $10.3M.

  • 118 institutional investors held GraniteShares Gold Shares (BAR) as of Q1 2023, up from 114 in Q4 2022.
  • Funds reported $630M of GraniteShares Gold Shares stock for Q1 2023, up 6.9% quarter-over-quarter.
  • 16 funds opened new GraniteShares Gold Shares positions in Q1 2023 and 10 closed out, a net change of +6 holders.
  • The largest GraniteShares Gold Shares buyer in Q1 2023 was Cambria Investment Management, an estimated $11.7M added.
  • The largest GraniteShares Gold Shares seller in Q1 2023 was CAPTRUST Financial Advisors, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2023.