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GraniteShares Gold Shares
BAR

134 hedge funds and large institutions have $515M invested in GraniteShares Gold Shares in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 47 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: 4 → 6 (+2)

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

5% more funds holding

Funds holding: 128 → 134 (+6)

1% more capital invested

Capital invested by funds: $508M → $515M (+$7.45M)

2.29% less ownership

Funds ownership: 48.52% → 46.23% (-2.3%)

23% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 47

Holders
134
Holders Change
+6
Holders Change %
+4.69%
% of All Funds
1.76%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
19
Increased
36
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIM
Advyzon Investment Management
Illinois
+$10.5M
2
MWM
Maridea Wealth Management
New York
+$6.44M
3
AFP
Ausdal Financial Partners
Iowa
+$6.1M
4
NFG
Nations Financial Group
Iowa
+$4.03M
5
Raymond James Financial
Raymond James Financial
Florida
+$1.61M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$13.1M
2
Bank of America
Bank of America
North Carolina
-$10.4M
3
RBA
Richard Bernstein Advisors
New York
-$7.53M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.23M
5
IWA
IBEX Wealth Advisors
New Jersey
-$2.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
76
Patron Partners
Texas
$419K -$30.7K -948 -7%
KDA
77
Kraft Davis & Associates
Missouri
$418K – – –
PS
78
Principal Securities
Iowa
$415K -$142K -4,386 -26%
EAM
79
Evanson Asset Management
California
$398K – – –
Wells Fargo
80
Wells Fargo
California
$398K +$161K +4,974 +69%
CL
81
CLG LLC
California
$392K – – –
DG
82
DMC Group
Alabama
$386K +$73K +2,252 +23%
BFA
83
Beacon Financial Advisory
Ohio
$377K – – –
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$374K -$85.1K -2,627 -19%
Truist Financial
85
Truist Financial
North Carolina
$366K -$13.9K -430 -4%
CBA
86
Coastal Bridge Advisors
Connecticut
$363K -$150K -4,635 -29%
RWA
87
Redhawk Wealth Advisors
Minnesota
$360K – – –
Cerity Partners
88
Cerity Partners
New York
$350K – – –
RFA
89
Reyes Financial Architecture
California
$347K +$344K +10,630 New
EW
90
Evoke Wealth
California
$346K +$344K +10,612 New
GEA
91
Glen Eagle Advisors
New Jersey
$345K – – –
CCM
92
Crew Capital Management
Ohio
$342K +$340K +10,493 New
WWM
93
Western Wealth Management
Colorado
$333K -$19.8K -610 -6%
BTI
94
Blue Trust Inc
Georgia
$327K +$4.02K +124 +1%
LA
95
LexAurum Advisors
Kansas
$318K – – –
HAS
96
HBW Advisory Services
California
$295K +$69.9K +2,156 +31%
Comerica Bank
97
Comerica Bank
Texas
$287K -$7.78K -240 -3%
AWM
98
Axxcess Wealth Management
California
$284K – – –
CFCI
99
Comprehensive Financial Consultants Institutional
Indiana
$284K – – –
VWA
100
Visionary Wealth Advisors
Illinois
$257K – – –
2 3
4
5 6

BAR Hedge Fund Activity: Q2 2025 in Review

134 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q2 2025, worth a combined $515M — up 1.5% from $508M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BAR positions and 13 closed out — a net gain of 6 holders — while 36 added to existing stakes and 47 trimmed.

The largest buyer was Advyzon Investment Management, opening a new position worth an estimated $10.5M. The largest seller was Renaissance Technologies, cutting an estimated $13.1M.

  • 134 institutional investors held GraniteShares Gold Shares (BAR) as of Q2 2025, up from 128 in Q1 2025.
  • Funds reported $515M of GraniteShares Gold Shares stock for Q2 2025, up 1.5% quarter-over-quarter.
  • 19 funds opened new GraniteShares Gold Shares positions in Q2 2025 and 13 closed out, a net change of +6 holders.
  • The largest GraniteShares Gold Shares buyer in Q2 2025 was Advyzon Investment Management, an estimated $10.5M added.
  • The largest GraniteShares Gold Shares seller in Q2 2025 was Renaissance Technologies, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2025.