GraniteShares Gold Shares
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$11.7M |
| 2 |
IA
IFG Advisory
Atlanta,
Georgia
|
+$2.59M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.47M |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$2.22M |
| 5 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$10.3M |
| 2 |
Jane Street
New York
|
-$7.4M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.66M |
| 4 |
CJFS
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
-$2.77M |
| 5 |
Bank of New York Mellon
New York
|
-$1.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$35.5K | -1,967 | Closed |
|
127
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$28.6K | -1,584 | Closed |
|
|
CSPAM
128
Cary Street Partners Asset Management
Richmond,
Virginia
| – | -$16.9K | -934 | Closed |
|
|
MCC
129
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$11.8K | -652 | Closed |
|
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.