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GraniteShares Gold Shares
BAR

118 hedge funds and large institutions have $630M invested in GraniteShares Gold Shares in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

14% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 35

7% more capital invested

Capital invested by funds: $590M → $630M (+$40.7M)

4% more funds holding

Funds holding: 114 → 118 (+4)

0.23% more ownership

Funds ownership: 65.11% → 65.34% (+0.23%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
1.88%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
16
Increased
40
Reduced
35
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIM
Cambria Investment Management
California
+$11.7M
2
IA
IFG Advisory
Georgia
+$2.59M
3
Bank of America
Bank of America
North Carolina
+$2.47M
4
DADC
D.A. Davidson & Co
Montana
+$2.22M
5
NFG
Nations Financial Group
Iowa
+$1.73M

Top Sellers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$10.3M
2
Jane Street
Jane Street
New York
-$7.4M
3
Osaic Holdings
Osaic Holdings
Arizona
-$4.66M
4
CJFS
Coulter & Justus Financial Services
Tennessee
-$2.77M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
101
UBS Group
Switzerland
$18.3K +$6.88K +367 +64%
HCM
102
Hollencrest Capital Management
California
$17.4K – – –
BAM
103
Belpointe Asset Management
Nevada
$17.1K – – –
RG
104
Retirement Group
California
$16K – – –
TAM
105
Tucker Asset Management
Colorado
$15.5K – – –
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$14K – – –
SIS
107
Sound Income Strategies
Florida
$11.2K – – –
LF
108
Lee Financial
Texas
$9.76K – – –
CCMW
109
Cypress Capital Management (Wyoming)
Wyoming
$9.46K – – –
WWM
110
Wolff Wiese Magana
California
$7.79K – – –
GWSG
111
GPS Wealth Strategies Group
Colorado
$5.27K -$214K -11,396 -98%
KFI
112
Key Financial Inc
Pennsylvania
$3.22K – – –
HWA
113
Heritage Wealth Advisors
Virginia
$2.61K +$2.51K +134 New
S
114
SignatureFD
Georgia
$1.72K – – –
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$1.37K +$598K +31,899 +83%
GRP
116
Global Retirement Partners
California
$1.21K +$1.12K +60 New
PA
117
Parallel Advisors
California
$976 – – –
GFWA
118
Grey Fox Wealth Advisors
Delaware
$761 +$731 +39 New
WWP
119
WR Wealth Planners
Missouri
$254 – – –
Jane Street
120
Jane Street
New York
– -$7.4M -409,837 Closed
IMC Chicago
121
IMC Chicago
Illinois
– -$416K -23,057 Closed
IFWM
122
Institute for Wealth Management
Colorado
– -$237K -13,114 Closed
LA
123
LexAurum Advisors
Kansas
– -$191K -10,587 Closed
Betterment LLC
124
Betterment LLC
New York
– -$191K -10,586 Closed
FHC
125
First Heartland Consultants
Missouri
– -$182K -10,109 Closed
2 3 4
5
6

BAR Hedge Fund Activity: Q1 2023 in Review

118 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q1 2023, worth a combined $630M — up 6.9% from $590M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BAR positions and 10 closed out — a net gain of 6 holders — while 40 added to existing stakes and 35 trimmed.

The largest buyer was Cambria Investment Management, adding an estimated $11.7M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $10.3M.

  • 118 institutional investors held GraniteShares Gold Shares (BAR) as of Q1 2023, up from 114 in Q4 2022.
  • Funds reported $630M of GraniteShares Gold Shares stock for Q1 2023, up 6.9% quarter-over-quarter.
  • 16 funds opened new GraniteShares Gold Shares positions in Q1 2023 and 10 closed out, a net change of +6 holders.
  • The largest GraniteShares Gold Shares buyer in Q1 2023 was Cambria Investment Management, an estimated $11.7M added.
  • The largest GraniteShares Gold Shares seller in Q1 2023 was CAPTRUST Financial Advisors, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2023.