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GraniteShares Gold Shares

120 hedge funds and large institutions have $671M invested in GraniteShares Gold Shares in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 38

9% more capital invested

Capital invested by funds: $614M → $671M (+$57.5M)

2.76% more ownership

Funds ownership: 63.84%66.6% (+2.8%)

0% more funds holding

Funds holding: 120120 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

Holders
120
Holders Change
Holders Change %
0%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
13
Increased
42
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
76
Envestnet Portfolio Solutions
Illinois
$253K +$236K +11,534 New
Corient Private Wealth
77
Corient Private Wealth
Florida
$247K -$5.53K -270 -2%
IC
78
Inscription Capital
Texas
$246K +$230K +11,224 New
BFA
79
Beacon Financial Advisory
Ohio
$246K
FSG
80
Financial Strategies Group
Michigan
$245K
Comerica Bank
81
Comerica Bank
Texas
$241K -$27.1K -1,325 -11%
WWM
82
Western Wealth Management
Colorado
$238K +$9.22K +450 +4%
LWL
83
Leo Wealth LLC
Texas
$234K
IWA
84
Inspirion Wealth Advisors
Illinois
$231K +$216K +10,525 New
GEA
85
Glen Eagle Advisors
New Jersey
$212K -$13.6K -665 -6%
SPIA
86
Steward Partners Investment Advisory
New York
$212K +$3.07K +150 +2%
CL
87
Choreo LLC
Illinois
$209K +$195K +9,538 New
LA
88
LexAurum Advisors
Kansas
$207K +$193K +9,427 New
CRWM
89
Castle Rock Wealth Management
California
$202K +$181K +8,847 New
Lido Advisors
90
Lido Advisors
California
$202K -$90.8K -4,433 -33%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$168K +$4.53K +221 +3%
IA
92
IFP Advisors
Florida
$129K -$160K -7,826 -57%
HGERS
93
Householder Group Estate & Retirement Specialist
Arizona
$112K
Wells Fargo
94
Wells Fargo
California
$79.6K -$410 -20 -0.5%
PA
95
Pineridge Advisors
Missouri
$78.9K +$12.6K +614 +21%
VWM
96
Venturi Wealth Management
Texas
$72K -$512 -25 -0.8%
SWM
97
Sugarloaf Wealth Management
Georgia
$67.8K
HI
98
Harbour Investments
Wisconsin
$58.2K +$205 +10 +0.4%
TCPG
99
Trivant Custom Portfolio Group
California
$43.9K
BTI
100
Blue Trust Inc
Georgia
$42.2K +$11K +536 +39%