GraniteShares Gold Shares
127 hedge funds and large institutions have $434M invested in GraniteShares Gold Shares in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 50 reducing their positions, and 11 closing their positions.
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
7% more capital invested
Capital invested by funds: $407M → $434M (+$27.3M)
1% more funds holding
Funds holding: 126 → 127 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.48% less ownership
Funds ownership: 51.81% → 49.33% (-2.5%)
28% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 50
Top Buyers
| 1 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$5.29M |
| 2 |
CUAMC
China Universal Asset Management Company
Shanghai,
China
|
+$2.81M |
| 3 |
Renaissance Technologies
New York
|
+$2.17M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.57M |
| 5 |
Bank of New York Mellon
New York
|
+$1.19M |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$6.6M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$6.5M |
| 3 |
Jane Street
New York
|
-$6.27M |
| 4 |
RBA
Richard Bernstein Advisors
New York
|
-$2.83M |
| 5 |
JP Morgan Chase
New York
|
-$2.56M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NS
126
NBC Securities
Birmingham,
Alabama
| $2K | – | – | – |
|
|
CA
127
Clearstead Advisors
Cleveland,
Ohio
| $390 | – | – | – |
|
|
WWP
128
WR Wealth Planners
Columbia,
Missouri
| $338 | – | – | – |
|
|
SFC
129
Strategic Financial Concepts
San Antonio,
Texas
| – | -$2.4K | -57,072 | Closed |
|
130
IMC Chicago
Chicago,
Illinois
| – | -$778K | -33,878 | Closed |
|
131
Citadel Advisors
Miami,
Florida
| – | -$430K | -18,722 | Closed |
|
|
HF
132
HRT Financial
New York
| – | -$248K | -10,811 | Closed |
|
|
CRWM
133
Castle Rock Wealth Management
Walnut Creek,
California
| – | -$204K | -8,847 | Closed |
|
134
UBS Group
Zurich,
Switzerland
| – | -$83.3K | -3,628 | Closed |
|
|
TCPG
135
Trivant Custom Portfolio Group
San Diego,
California
| – | -$45.9K | -2,000 | Closed |
|
|
WAM
136
WFA Asset Management
Whitefish Bay,
Wisconsin
| – | -$34.4K | -1,500 | Closed |
|
|
TAM
137
Tucker Asset Management
Littleton,
Colorado
| – | -$18.2K | -794 | Closed |
|
138
AssetMark Inc
Concord,
California
| – | -$2.5K | -109 | Closed |
|
139
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$390 | -17 | Closed |
|
BAR Hedge Fund Activity: Q3 2024 in Review
127 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q3 2024, worth a combined $434M — up 6.7% from $407M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new BAR positions and 11 closed out — a net gain of 3 holders — while 36 added to existing stakes and 50 trimmed.
The largest buyer was WCG Wealth Advisors, opening a new position worth an estimated $5.29M. The largest seller was Bank of America, cutting an estimated $6.6M.
- 127 institutional investors held GraniteShares Gold Shares (BAR) as of Q3 2024, up from 126 in Q2 2024.
- Funds reported $434M of GraniteShares Gold Shares stock for Q3 2024, up 6.7% quarter-over-quarter.
- 14 funds opened new GraniteShares Gold Shares positions in Q3 2024 and 11 closed out, a net change of +3 holders.
- The largest GraniteShares Gold Shares buyer in Q3 2024 was WCG Wealth Advisors, an estimated $5.29M added.
- The largest GraniteShares Gold Shares seller in Q3 2024 was Bank of America, an estimated $6.6M sold.
Based on aggregated 13F filings for Q3 2024.