GraniteShares Gold Shares
40 hedge funds and large institutions have $530M invested in GraniteShares Gold Shares in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 5 closing their positions.
200% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 5
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
33% more funds holding
Funds holding: 30 → 40 (+10)
23% more capital invested
Capital invested by funds: $430M → $530M (+$100M)
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
3.74% more ownership
Funds ownership: 93.25% → 96.99% (+3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$28.3M |
| 2 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
+$14M |
| 3 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$7.25M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$6.6M |
| 5 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
+$3.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$11.4M |
| 2 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$1.17M |
| 3 |
RBA
Richard Bernstein Advisors
New York
|
-$949K |
| 4 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$332K |
| 5 |
SCP
Syntal Capital Partners
Midland,
Texas
|
-$202K |
BAR Hedge Fund Activity: Q2 2019 in Review
40 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q2 2019, worth a combined $530M — up 23% from $430M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new BAR positions and 5 closed out — a net gain of 10 holders — while 11 added to existing stakes and 9 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $28.3M. The largest seller was Bank of America, cutting an estimated $11.4M.
- 40 institutional investors held GraniteShares Gold Shares (BAR) as of Q2 2019, up from 30 in Q1 2019.
- Funds reported $530M of GraniteShares Gold Shares stock for Q2 2019, up 23% quarter-over-quarter.
- 15 funds opened new GraniteShares Gold Shares positions in Q2 2019 and 5 closed out, a net change of +10 holders.
- The largest GraniteShares Gold Shares buyer in Q2 2019 was Envestnet Asset Management, an estimated $28.3M added.
- The largest GraniteShares Gold Shares seller in Q2 2019 was Bank of America, an estimated $11.4M sold.
Based on aggregated 13F filings for Q2 2019.