We are live on ! Find out more
BAR icon

GraniteShares Gold Shares

120 hedge funds and large institutions have $614M invested in GraniteShares Gold Shares in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

9% more capital invested

Capital invested by funds: $565M → $614M (+$48.2M)

4% more funds holding

Funds holding: 115120 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.05% less ownership

Funds ownership: 63.89%63.84% (-0.05%)

20% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 40

Holders
120
Holders Change
+5
Holders Change %
+4.35%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
32
Reduced
40
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
76
Raymond James Financial Services Advisors
Florida
$240K -$9.09K -465 -4%
Truist Financial
77
Truist Financial
North Carolina
$239K -$254 -13 -0.1%
Corient Private Wealth
78
Corient Private Wealth
Florida
$235K +$7.33K +375 +3%
CA
79
Calton & Associates
Florida
$233K +$223K +11,413 New
BFA
80
Beacon Financial Advisory
Ohio
$229K
LWL
81
Leo Wealth LLC
Texas
$227K +$206K +10,542 New
NC
82
NovaPoint Capital
Georgia
$220K
WWM
83
Western Wealth Management
Colorado
$212K
GEA
84
Glen Eagle Advisors
New Jersey
$211K -$10.8K -555 -5%
FSG
85
Financial Strategies Group
Michigan
$210K -$18.7K -958 -8%
UBS Group
86
UBS Group
Switzerland
$208K +$185K +9,441 +1,244%
SPIA
87
Steward Partners Investment Advisory
New York
$194K
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$152K +$6.31K +323 +5%
HGERS
89
Householder Group Estate & Retirement Specialist
Arizona
$103K +$1.07K +55 +1%
NA
90
NewEdge Advisors
Louisiana
$75.9K -$120K -6,159 -62%
Wells Fargo
91
Wells Fargo
California
$74.3K +$26.6K +1,362 +60%
VWM
92
Venturi Wealth Management
Texas
$67.4K -$5.9K -302 -8%
SWM
93
Sugarloaf Wealth Management
Georgia
$62.9K
PA
94
Pineridge Advisors
Missouri
$60.7K +$58.2K +2,977 New
HI
95
Harbour Investments
Wisconsin
$53.9K
ASN
96
Advisory Services Network
Georgia
$47.2K +$45.2K +2,314 New
TCPG
97
Trivant Custom Portfolio Group
California
$40.8K -$58.6K -3,000 -60%
TH
98
TCTC Holdings
Texas
$30.9K +$29.7K +1,517 New
WAM
99
WFA Asset Management
Wisconsin
$30.6K
WTC
100
WhitTier Trust Company
Nevada
$26.8K

BAR Hedge Fund Activity: Q4 2023 in Review

120 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q4 2023, worth a combined $614M — up 8.5% from $565M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BAR positions and 15 closed out — a net gain of 5 holders — while 32 added to existing stakes and 40 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $7.22M. The largest seller was Jane Street, cutting an estimated $22.9M.

  • 120 institutional investors held GraniteShares Gold Shares (BAR) as of Q4 2023, up from 115 in Q3 2023.
  • Funds reported $614M of GraniteShares Gold Shares stock for Q4 2023, up 8.5% quarter-over-quarter.
  • 20 funds opened new GraniteShares Gold Shares positions in Q4 2023 and 15 closed out, a net change of +5 holders.
  • The largest GraniteShares Gold Shares buyer in Q4 2023 was Bank of New York Mellon, an estimated $7.22M added.
  • The largest GraniteShares Gold Shares seller in Q4 2023 was Jane Street, an estimated $22.9M sold.

Based on aggregated 13F filings for Q4 2023.