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GraniteShares Gold Shares
BAR

120 hedge funds and large institutions have $614M invested in GraniteShares Gold Shares in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

9% more capital invested

Capital invested by funds: $565M → $614M (+$48.2M)

4% more funds holding

Funds holding: 115 → 120 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.05% less ownership

Funds ownership: 63.89% → 63.84% (-0.05%)

20% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 40

Holders
120
Holders Change
+5
Holders Change %
+4.35%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
32
Reduced
40
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.22M
2
EE
EWG Elevate
California
+$4.73M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.6M
4
VF
Virtu Financial
New York
+$3.47M
5
MML Investors Services
MML Investors Services
Massachusetts
+$3.23M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$22.9M
2
Bank of America
Bank of America
North Carolina
-$8.27M
3
RBA
Richard Bernstein Advisors
New York
-$6.86M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$6M
5
CIM
Cambria Investment Management
California
-$2.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
101
Blue Trust Inc
Georgia
$25K +$7.08K +362 +35%
TWM
102
Tradition Wealth Management
Minnesota
$24K – – –
SWS
103
SYSTM Wealth Solutions
Illinois
$23K +$22.1K +1,130 New
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$23K -$3.56K -182 -14%
HCM
105
Hollencrest Capital Management
California
$18.1K – – –
RG
106
Retirement Group
California
$16.3K – – –
TAM
107
Tucker Asset Management
Colorado
$16.2K – – –
SIS
108
Sound Income Strategies
Florida
$11.7K – – –
Qube Research & Technologies (QRT)
109
Qube Research & Technologies (QRT)
United Kingdom
$11.6K – – –
NS
110
NBC Securities
Alabama
$11K – – –
LF
111
Lee Financial
Texas
$10.2K – – –
CCMW
112
Cypress Capital Management (Wyoming)
Wyoming
$9.89K – – –
GWSG
113
GPS Wealth Strategies Group
Colorado
$5.5K – – –
Citigroup
114
Citigroup
New York
$5.2K +$4.99K +255 New
FFA
115
Farther Finance Advisors
California
$5.04K – – –
Fidelity Investments
116
Fidelity Investments
Massachusetts
$3.53K – – –
Bessemer Group
117
Bessemer Group
New Jersey
$3K +$3.11K +159 New
GWM
118
Geneos Wealth Management
Colorado
$2.35K – – –
S
119
SignatureFD
Georgia
$1.94K – – –
CA
120
Clearstead Advisors
Ohio
$306 +$293 +15 New
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$245 -$586 -30 -71%
IA
122
IFG Advisory
Georgia
– -$1.95M -106,779 Closed
PCM
123
Poehling Capital Management
Wisconsin
– -$1.41M -77,323 Closed
HF
124
HRT Financial
New York
– -$284K -15,572 Closed
FTUS
125
Flow Traders U.S.
New York
– -$273K -14,960 Closed
2 3 4
5
6

BAR Hedge Fund Activity: Q4 2023 in Review

120 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q4 2023, worth a combined $614M — up 8.5% from $565M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BAR positions and 15 closed out — a net gain of 5 holders — while 32 added to existing stakes and 40 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $7.22M. The largest seller was Jane Street, cutting an estimated $22.9M.

  • 120 institutional investors held GraniteShares Gold Shares (BAR) as of Q4 2023, up from 115 in Q3 2023.
  • Funds reported $614M of GraniteShares Gold Shares stock for Q4 2023, up 8.5% quarter-over-quarter.
  • 20 funds opened new GraniteShares Gold Shares positions in Q4 2023 and 15 closed out, a net change of +5 holders.
  • The largest GraniteShares Gold Shares buyer in Q4 2023 was Bank of New York Mellon, an estimated $7.22M added.
  • The largest GraniteShares Gold Shares seller in Q4 2023 was Jane Street, an estimated $22.9M sold.

Based on aggregated 13F filings for Q4 2023.