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GraniteShares Gold Shares

128 hedge funds and large institutions have $508M invested in GraniteShares Gold Shares in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more capital invested

Capital invested by funds: $428M → $508M (+$79.4M)

5% more funds holding

Funds holding: 122128 (+6)

8% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 38

1.75% less ownership

Funds ownership: 50.27%48.52% (-1.8%)

Holders
128
Holders Change
+6
Holders Change %
+4.92%
% of All Funds
1.72%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
22
Increased
41
Reduced
38
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$109M -$9.28M -328,153 -9%
RBA
2
Richard Bernstein Advisors
New York
$90.5M -$4.4M -155,569 -5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26M +$95.5K +3,377 +0.4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.6M -$604K -21,343 -3%
LPL Financial
5
LPL Financial
California
$21M +$32.2K +1,137 +0.2%
Renaissance Technologies
6
Renaissance Technologies
New York
$17.3M +$7.77M +274,500 +96%
BOPW
7
Brandywine Oak Private Wealth
Pennsylvania
$15M +$77K +2,722 +0.6%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$13.9M -$457K -16,168 -3%
LSPW
9
Lake Street Private Wealth
Illinois
$12.4M -$119K -4,223 -1%
CIM
10
Cambria Investment Management
California
$11.9M -$1M -35,387 -8%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$11.2M +$652K +23,041 +7%
CM
12
Columbus Macro
Pennsylvania
$9.09M +$154K +5,450 +2%
CUAMC
13
China Universal Asset Management Company
China
$8.3M -$1.22M -43,000 -14%
Stifel Financial
14
Stifel Financial
Missouri
$7.96M -$234K -8,284 -3%
Raymond James Financial
15
Raymond James Financial
Florida
$6.89M +$4.93M +174,230 +354%
AFFA
16
ALM First Financial Advisors
Texas
$6.85M +$5.32K +188 +0.1%
MML Investors Services
17
MML Investors Services
Massachusetts
$6.56M +$237K +8,363 +4%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$4.75M +$475K +16,795 +12%
BFA
19
Brendel Financial Advisors
New Hampshire
$4.62M +$48.8K +1,724 +1%
Osaic Holdings
20
Osaic Holdings
Arizona
$4.54M +$1.89M +66,851 +83%
USCWA
21
U.S. Capital Wealth Advisors
Texas
$4.4M +$501K +17,699 +14%
JP Morgan Chase
22
JP Morgan Chase
New York
$3.87M +$1.68M +59,344 +90%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$3.76M +$18.7K +661 +0.5%
ES
24
ETF Store
Kansas
$3.75M -$99.9K -3,530 -3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.7M +$112K +3,971 +3%

BAR Hedge Fund Activity: Q1 2025 in Review

128 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q1 2025, worth a combined $508M — up 19% from $428M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BAR positions and 12 closed out — a net gain of 10 holders — while 41 added to existing stakes and 38 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $7.77M. The largest seller was Bank of America, cutting an estimated $9.28M.

  • 128 institutional investors held GraniteShares Gold Shares (BAR) as of Q1 2025, up from 122 in Q4 2024.
  • Funds reported $508M of GraniteShares Gold Shares stock for Q1 2025, up 19% quarter-over-quarter.
  • 22 funds opened new GraniteShares Gold Shares positions in Q1 2025 and 12 closed out, a net change of +10 holders.
  • The largest GraniteShares Gold Shares buyer in Q1 2025 was Renaissance Technologies, an estimated $7.77M added.
  • The largest GraniteShares Gold Shares seller in Q1 2025 was Bank of America, an estimated $9.28M sold.

Based on aggregated 13F filings for Q1 2025.