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GraniteShares Gold Shares
BAR

114 hedge funds and large institutions have $590M invested in GraniteShares Gold Shares in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

11% more capital invested

Capital invested by funds: $530M → $590M (+$59.3M)

3% more funds holding

Funds holding: 111 → 114 (+3)

1.23% more ownership

Funds ownership: 63.88% → 65.11% (+1.2%)

33% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 39

Holders
114
Holders Change
+3
Holders Change %
+2.7%
% of All Funds
1.83%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
22
Increased
26
Reduced
39
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$17.6M
2
Osaic Holdings
Osaic Holdings
Arizona
+$5.15M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.62M
4
CA
Cetera Advisors
Colorado
+$1.47M
5
RBA
Richard Bernstein Advisors
New York
+$1.46M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$12.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.91M
3
Bank of America
Bank of America
North Carolina
-$4.07M
4
Renaissance Technologies
Renaissance Technologies
New York
-$2.57M
5
Jane Street
Jane Street
New York
-$2.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
101
Tucker Asset Management
Colorado
$14.3K – – –
RG
102
Retirement Group
California
$14K +$13.7K +800 New
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
FFA
104
Farther Finance Advisors
California
$12.5K +$11.9K +694 New
MCC
105
Money Concepts Capital
Florida
$11.8K +$11.2K +652 New
SIS
106
Sound Income Strategies
Florida
$10.4K – – –
UBS Group
107
UBS Group
Switzerland
$10.3K -$65.2K -3,803 -87%
LF
108
Lee Financial
Texas
$9.03K – – –
CCMW
109
Cypress Capital Management (Wyoming)
Wyoming
$8.75K – – –
WWM
110
Wolff Wiese Magana
California
$7.2K -$90.6K -5,285 -93%
KFI
111
Key Financial Inc
Pennsylvania
$2.72K – – –
S
112
SignatureFD
Georgia
$1.59K – – –
PA
113
Parallel Advisors
California
$903 +$857 +50 New
PAG
114
Private Advisor Group
New Jersey
$568 -$313K -18,277 -37%
WWP
115
WR Wealth Planners
Missouri
$235 – – –
HF
116
HRT Financial
New York
– -$1.14M -69,362 Closed
IA
117
IFG Advisory
Georgia
– -$1.01M -61,295 Closed
ACA
118
Aptus Capital Advisors
Alabama
– -$770K -46,760 Closed
GWANC
119
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$744K -45,177 Closed
VF
120
Virtu Financial
New York
– -$457K -27,770 Closed
CAN
121
Claraphi Advisory Network
United States
– -$314K -19,055 Closed
FP
122
Fiduciary Planning
Florida
– -$210K -12,726 Closed
EH
123
Equitable Holdings
New York
– -$209K -12,693 Closed
BRWA
124
B. Riley Wealth Advisors
Florida
– -$190K -11,522 Closed
SW
125
SVB Wealth
Massachusetts
– -$180K -10,927 Closed
2 3 4
5
6

BAR Hedge Fund Activity: Q4 2022 in Review

114 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q4 2022, worth a combined $590M — up 11% from $530M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BAR positions and 17 closed out — a net gain of 5 holders — while 26 added to existing stakes and 39 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $17.6M. The largest seller was HighTower Advisors, cutting an estimated $12.9M.

  • 114 institutional investors held GraniteShares Gold Shares (BAR) as of Q4 2022, up from 111 in Q3 2022.
  • Funds reported $590M of GraniteShares Gold Shares stock for Q4 2022, up 11% quarter-over-quarter.
  • 22 funds opened new GraniteShares Gold Shares positions in Q4 2022 and 17 closed out, a net change of +5 holders.
  • The largest GraniteShares Gold Shares buyer in Q4 2022 was CAPTRUST Financial Advisors, an estimated $17.6M added.
  • The largest GraniteShares Gold Shares seller in Q4 2022 was HighTower Advisors, an estimated $12.9M sold.

Based on aggregated 13F filings for Q4 2022.