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GraniteShares Gold Shares
BAR

122 hedge funds and large institutions have $428M invested in GraniteShares Gold Shares in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

14% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 37

0.95% more ownership

Funds ownership: 49.33% → 50.27% (+0.95%)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less capital invested

Capital invested by funds: $434M → $428M (-$6.22M)

4% less funds holding

Funds holding: 127 → 122 (-5)

Holders
122
Holders Change
-5
Holders Change %
-3.94%
% of All Funds
1.61%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
14
Increased
42
Reduced
37
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CM
Columbus Macro
Pennsylvania
+$4.82M
2
CUAMC
China Universal Asset Management Company
China
+$4.1M
3
Renaissance Technologies
Renaissance Technologies
New York
+$3.25M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.07M
5
MAC
Mason & Associates (California)
California
+$1.81M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$13.6M
2
EE
EWG Elevate
California
-$5.5M
3
Bank of America
Bank of America
North Carolina
-$3.41M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.89M
5
RBA
Richard Bernstein Advisors
New York
-$1.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$306K +$5.83K +222 +2%
BFA
77
Beacon Financial Advisory
Ohio
$299K – – –
TC
78
TownSquare Capital
Utah
$286K +$290K +11,057 New
WWM
79
Western Wealth Management
Colorado
$280K – – –
Cerity Partners
80
Cerity Partners
New York
$278K – – –
RWA
81
Redhawk Wealth Advisors
Minnesota
$276K – – –
Comerica Bank
82
Comerica Bank
Texas
$261K -$1.37K -52 -0.5%
SWA
83
Stratos Wealth Advisors
Ohio
$258K – – –
LA
84
LexAurum Advisors
Kansas
$248K – – –
GEA
85
Glen Eagle Advisors
New Jersey
$238K – – –
FSG
86
Financial Strategies Group
Michigan
$237K – – –
DG
87
DMC Group
Alabama
$236K -$6.8K -259 -3%
SWP
88
Stratos Wealth Partners
Ohio
$235K +$239K +9,084 New
Creative Planning
89
Creative Planning
Kansas
$230K -$64.7K -2,463 -22%
MOS
90
MGO One Seven
Ohio
$227K -$21.4K -815 -9%
AWM
91
Axxcess Wealth Management
California
$225K – – –
CFCI
92
Comprehensive Financial Consultants Institutional
Indiana
$225K +$25.4K +967 +13%
LWL
93
Leo Wealth LLC
Texas
$207K +$1.16K +44 +0.6%
Betterment LLC
94
Betterment LLC
New York
$206K +$209K +7,960 New
VWA
95
Visionary Wealth Advisors
Illinois
$204K – – –
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$193K +$66.5K +2,530 +51%
ETC
97
Exchange Traded Concepts
Oklahoma
$158K +$161K +6,114 New
PA
98
Pineridge Advisors
Missouri
$150K +$19.2K +730 +14%
Wells Fargo
99
Wells Fargo
California
$131K +$56.6K +2,154 +75%
IMC
100
Investment Management Corporation
Virginia
$128K +$129K +4,926 New
2 3
4
5 6

BAR Hedge Fund Activity: Q4 2024 in Review

122 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q4 2024, worth a combined $428M — down 1.4% from $434M a quarter earlier.

Fund positioning in BAR was balanced in Q4 2024: 14 funds opened new positions, 14 closed out, 42 added to existing stakes and 37 trimmed.

The largest buyer was Columbus Macro, adding an estimated $4.82M. The largest seller was Bank of New York Mellon, cutting an estimated $13.6M.

  • 122 institutional investors held GraniteShares Gold Shares (BAR) as of Q4 2024, down from 127 in Q3 2024.
  • Funds reported $428M of GraniteShares Gold Shares stock for Q4 2024, down 1.4% quarter-over-quarter.
  • 14 funds opened new GraniteShares Gold Shares positions in Q4 2024 and 14 closed out, a net change of 0 holders.
  • The largest GraniteShares Gold Shares buyer in Q4 2024 was Columbus Macro, an estimated $4.82M added.
  • The largest GraniteShares Gold Shares seller in Q4 2024 was Bank of New York Mellon, an estimated $13.6M sold.

Based on aggregated 13F filings for Q4 2024.