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GraniteShares Gold Shares
BAR

112 hedge funds and large institutions have $631M invested in GraniteShares Gold Shares in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 34

1.67% more ownership

Funds ownership: 65.34% → 67.01% (+1.7%)

0% more capital invested

Capital invested by funds: $630M → $631M (+$428K)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

5% less funds holding

Funds holding: 118 → 112 (-6)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

Holders
112
Holders Change
-6
Holders Change %
-5.08%
% of All Funds
1.76%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
11
Increased
41
Reduced
34
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$26M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$7.61M
3
Morgan Stanley
Morgan Stanley
New York
+$2.18M
4
LPL Financial
LPL Financial
California
+$1.76M
5
USCWA
U.S. Capital Wealth Advisors
Texas
+$1.65M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$10.4M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$6.37M
3
JPG
Jordan Park Group
California
-$3.65M
4
DADC
D.A. Davidson & Co
Montana
-$2.32M
5
NFG
Nations Financial Group
Iowa
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FZCM
76
Flynn Zito Capital Management
New York
$229K -$419K -21,396 -64%
SWA
77
Stratos Wealth Advisors
Ohio
$229K -$901 -46 -0.4%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$226K -$12.3K -626 -5%
Truist Financial
79
Truist Financial
North Carolina
$226K -$479K -24,487 -67%
NC
80
NovaPoint Capital
Georgia
$221K – – –
GEA
81
Glen Eagle Advisors
New Jersey
$220K – – –
BFA
82
Beacon Financial Advisory
Ohio
$213K – – –
Corient Private Wealth
83
Corient Private Wealth
Florida
$211K +$4.27K +218 +2%
TCPG
84
Trivant Custom Portfolio Group
California
$200K – – –
WWM
85
Western Wealth Management
Colorado
$197K +$203K +10,375 New
IPW
86
Impact Partnership Wealth
Georgia
$130K +$134K +6,841 New
VWM
87
Venturi Wealth Management
Texas
$104K +$29.5K +1,505 +38%
SWM
88
Sugarloaf Wealth Management
Georgia
$58.7K – – –
HI
89
Harbour Investments
Wisconsin
$50.2K +$7.44K +380 +17%
CSPIA
90
Cary Street Partners Investment Advisory
Virginia
$37K – – –
Wells Fargo
91
Wells Fargo
California
$36.5K +$5.64K +288 +18%
WAM
92
WFA Asset Management
Wisconsin
$28.5K – – –
AWA
93
Artemis Wealth Advisors
New York
$28.2K – – –
WTC
94
WhitTier Trust Company
Nevada
$25K +$25.8K +1,317 New
TWM
95
Tradition Wealth Management
Minnesota
$23K – – –
HCM
96
Hollencrest Capital Management
California
$16.9K – – –
RG
97
Retirement Group
California
$15.2K – – –
TAM
98
Tucker Asset Management
Colorado
$15.1K – – –
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
SIS
100
Sound Income Strategies
Florida
$10.9K – – –
2 3
4
5 6

BAR Hedge Fund Activity: Q2 2023 in Review

112 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q2 2023, worth a combined $631M — up 0.07% from $630M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BAR and 11 opened new positions — a net loss of 5 holders — while 34 trimmed existing stakes and 41 added.

The largest buyer was Jane Street, opening a new position worth an estimated $26M. The largest seller was Bank of New York Mellon, cutting an estimated $10.4M.

  • 112 institutional investors held GraniteShares Gold Shares (BAR) as of Q2 2023, down from 118 in Q1 2023.
  • Funds reported $631M of GraniteShares Gold Shares stock for Q2 2023, up 0.07% quarter-over-quarter.
  • 11 funds opened new GraniteShares Gold Shares positions in Q2 2023 and 16 closed out, a net change of -5 holders.
  • The largest GraniteShares Gold Shares buyer in Q2 2023 was Jane Street, an estimated $26M added.
  • The largest GraniteShares Gold Shares seller in Q2 2023 was Bank of New York Mellon, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2023.