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GraniteShares Gold Shares

134 hedge funds and large institutions have $515M invested in GraniteShares Gold Shares in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

5% more funds holding

Funds holding: 128134 (+6)

1% more capital invested

Capital invested by funds: $508M → $515M (+$7.45M)

2.29% less ownership

Funds ownership: 48.52%46.23% (-2.3%)

23% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 47

Holders
134
Holders Change
+6
Holders Change %
+4.69%
% of All Funds
1.76%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
19
Increased
36
Reduced
47
Closed
13
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
$104M -$10.4M -319,590 -9%
RBA
2
Richard Bernstein Advisors
New York
$88.2M -$7.53M -232,437 -8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$25M -$2.49M -76,858 -9%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22.7M -$3.23M -99,783 -13%
LPL Financial
5
LPL Financial
California
$21.1M -$1.13M -34,781 -5%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$14.5M -$164K -5,054 -1%
BOPW
7
Brandywine Oak Private Wealth
Pennsylvania
$14.4M -$1.49M -46,003 -9%
LSPW
8
Lake Street Private Wealth
Illinois
$13.1M -$69.9K -2,156 -0.5%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$11M -$812K -25,065 -7%
AIM
10
Advyzon Investment Management
Illinois
$10.5M +$10.5M +322,782 New
CIM
11
Cambria Investment Management
California
$10M -$2.52M -77,829 -20%
CUAMC
12
China Universal Asset Management Company
China
$9.89M +$1.1M +34,000 +13%
Raymond James Financial
13
Raymond James Financial
Florida
$8.92M +$1.61M +49,726 +22%
CM
14
Columbus Macro
Pennsylvania
$8.81M -$810K -25,010 -8%
Stifel Financial
15
Stifel Financial
Missouri
$7.44M -$975K -30,079 -12%
NFG
16
Nations Financial Group
Iowa
$7.43M +$4.03M +124,234 +120%
AFFA
17
ALM First Financial Advisors
Texas
$7.24M
MML Investors Services
18
MML Investors Services
Massachusetts
$7.05M +$108K +3,325 +2%
MWM
19
Maridea Wealth Management
New York
$6.49M +$6.44M +198,800 New
AFP
20
Ausdal Financial Partners
Iowa
$6.15M +$6.1M +188,363 New
SPIA
21
Steward Partners Investment Advisory
New York
$5.19M +$1.47M +45,282 +40%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$5.17M +$1.61M +49,643 +46%
Renaissance Technologies
23
Renaissance Technologies
New York
$5.06M -$13.1M -404,600 -72%
BFA
24
Brendel Financial Advisors
New Hampshire
$4.94M +$50.4K +1,555 +1%
USCWA
25
U.S. Capital Wealth Advisors
Texas
$4.89M +$231K +7,140 +5%

BAR Hedge Fund Activity: Q2 2025 in Review

134 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in GraniteShares Gold Shares (BAR) for Q2 2025, worth a combined $515M — up 1.5% from $508M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BAR positions and 13 closed out — a net gain of 6 holders — while 36 added to existing stakes and 47 trimmed.

The largest buyer was Advyzon Investment Management, opening a new position worth an estimated $10.5M. The largest seller was Renaissance Technologies, cutting an estimated $13.1M.

  • 134 institutional investors held GraniteShares Gold Shares (BAR) as of Q2 2025, up from 128 in Q1 2025.
  • Funds reported $515M of GraniteShares Gold Shares stock for Q2 2025, up 1.5% quarter-over-quarter.
  • 19 funds opened new GraniteShares Gold Shares positions in Q2 2025 and 13 closed out, a net change of +6 holders.
  • The largest GraniteShares Gold Shares buyer in Q2 2025 was Advyzon Investment Management, an estimated $10.5M added.
  • The largest GraniteShares Gold Shares seller in Q2 2025 was Renaissance Technologies, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2025.