GraniteShares Gold Shares
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$7.22M |
| 2 |
EE
EWG Elevate
Roseville,
California
|
+$4.73M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.6M |
| 4 |
VF
Virtu Financial
New York
|
+$3.47M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$3.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$22.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$8.27M |
| 3 |
RBA
Richard Bernstein Advisors
New York
|
-$6.86M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$6M |
| 5 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$2.89M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FZCM
126
Flynn Zito Capital Management
Garden City,
New York
| – | -$220K | -12,052 | Closed |
|
|
IPW
127
Impact Partnership Wealth
Marietta,
Georgia
| – | -$125K | -6,827 | Closed |
|
|
PO
128
Private Ocean
San Rafael,
California
| – | -$40.2K | -2,200 | Closed |
|
|
CSPIA
129
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$35.5K | -1,944 | Closed |
|
|
AWA
130
Artemis Wealth Advisors
New York
| – | -$27.1K | -1,481 | Closed |
|
|
HL
131
HeadInvest LLC
Portland,
Maine
| – | -$10K | -555 | Closed |
|
|
WWM
132
Wolff Wiese Magana
Carslbad,
California
| – | -$7.5K | -410 | Closed |
|
|
KFI
133
Key Financial Inc
West Chester,
Pennsylvania
| – | -$3.02K | -165 | Closed |
|
134
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$2.58K | -141 | Closed |
|
|
RFA
135
Register Financial Advisors
Atlanta,
Georgia
| – | -$1.28K | -70 | Closed |
|
|
WWP
136
WR Wealth Planners
Columbia,
Missouri
| – | -$238 | -13 | Closed |
|
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.