GraniteShares Gold Shares
100 hedge funds and large institutions have $571M invested in GraniteShares Gold Shares in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 34 reducing their positions, and 14 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
50% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 14
5% more funds holding
Funds holding: 95 → 100 (+5)
7.01% less ownership
Funds ownership: 70.18% → 63.17% (-7%)
15% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 34
22% less capital invested
Capital invested by funds: $732M → $571M (-$161M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SVCF
Silicon Valley Community Foundation
Mountain View,
California
|
+$30.7M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.53M |
| 3 |
Jane Street
New York
|
+$1.48M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$1.38M |
| 5 |
GP
Greenline Partners
New York
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$114M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
-$47.2M |
| 3 |
JPG
Jordan Park Group
San Francisco,
California
|
-$36M |
| 4 |
Bank of New York Mellon
New York
|
-$22.3M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
101
Bank of New York Mellon
New York
| – | -$22.3M | -1,277,298 | Closed |
|
|
FTUS
102
Flow Traders U.S.
New York
| – | -$1.39M | -79,446 | Closed |
|
103
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$319K | -18,300 | Closed |
|
|
HF
104
HRT Financial
New York
| – | -$317K | -18,210 | Closed |
|
|
SS
105
Sunbelt Securities
Houston,
Texas
| – | -$293K | -16,300 | Closed |
|
|
SW
106
SVB Wealth
Boston,
Massachusetts
| – | -$221K | -12,657 | Closed |
|
|
PPW
107
Parcion Private Wealth
Bellevue,
Washington
| – | -$213K | -12,124 | Closed |
|
|
FA
108
FDx Advisors
Chicago,
Illinois
| – | -$176K | -10,104 | Closed |
|
|
HA
109
Herold Advisors
New York
| – | -$35K | -2,030 | Closed |
|
|
GWM
110
Geneos Wealth Management
Englewood,
Colorado
| – | -$7K | -440 | Closed |
|
|
TWA
111
TCI Wealth Advisors
Tucson,
Arizona
| – | -$3K | -168 | Closed |
|
|
AWA
112
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$2K | -122 | Closed |
|
|
PA
113
Parallel Advisors
San Francisco,
California
| – | -$1K | -37 | Closed |
|
BAR Hedge Fund Activity: Q4 2021 in Review
100 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q4 2021, worth a combined $571M — down 22% from $732M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new BAR positions and 14 closed out — a net gain of 7 holders — while 29 added to existing stakes and 34 trimmed.
The largest buyer was Silicon Valley Community Foundation, opening a new position worth an estimated $30.7M. The largest seller was Bank of America, cutting an estimated $114M.
- 100 institutional investors held GraniteShares Gold Shares (BAR) as of Q4 2021, up from 95 in Q3 2021.
- Funds reported $571M of GraniteShares Gold Shares stock for Q4 2021, down 22% quarter-over-quarter.
- 21 funds opened new GraniteShares Gold Shares positions in Q4 2021 and 14 closed out, a net change of +7 holders.
- The largest GraniteShares Gold Shares buyer in Q4 2021 was Silicon Valley Community Foundation, an estimated $30.7M added.
- The largest GraniteShares Gold Shares seller in Q4 2021 was Bank of America, an estimated $114M sold.
Based on aggregated 13F filings for Q4 2021.