GraniteShares Gold Trust BAR Institutional Ownership

NYSE BAR

$42.93 -0.75 (-1.72%)

As of: Sep 8, 2026 · 3:58 PM EDT

Institutions by Trading Activity

173 Institutions

Increased 78 45.1%

Unchanged 41 23.7%

Reduced 54 31.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

41.18%

▼-3.58 pp QoQ

Shares Held by Institutions

14.26Mn

of 34.63Mn outstanding

▲+8.41% QoQ

Shares Outstanding

34.63Mn

20.37Mn held outside 13F filers

Institutional Investors

173

filed 13F for Jun 2026

▼-3 vs prior quarter

Net Shares Added (QoQ)

+1.11Mn

accumulated since last quarter

Value of Holdings

$622.83Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

GraniteShares Gold Trust (NYSE:BAR) has 173 institutional investors that have filed 13F reports for the period ending June 2026.

Collectively, these holders controlled 41.2% of GraniteShares Gold Trust's outstanding shares in June 2026, down from 44.8% in March 2026.
They increased total shares held in GraniteShares Gold Trust by 8.41% from the prior quarter, while the number of investors in BAR increased 29.1% year over year.
Of these 173 holders, 78 added to their stakes in GraniteShares Gold Trust, 54 trimmed positions, and 41 made no changes.
The aggregate institutional position in GraniteShares Gold Trust amounted to 14.26Mn shares as of June 2026, up by 1.11Mn shares quarter on quarter, and down 2.74Mn shares year over year.
As of June 30, 2026, the biggest holder of GraniteShares Gold Trust is Bank Of America Corp /De/ at 2.46Mn shares, representing 7.12% of shares outstanding.
The biggest buyers of GraniteShares Gold Trust for the quarter ending June 2026 included Jupiter Topco LLC (1.07Mn), Arax Advisory Partners (212.39K), a16z Perennial Management, L.P. (181.95K), FLOW TRADERS U.S. LLC (80.13K), Virtu Financial LLC (78.65K).
The largest sales of BAR for the quarter ending June 2026 came from Advyzon Investment Management, LLC (226.51K), Ausdal Financial Partners, Inc. (219.32K), Cambria Investment Management, L.P. (217.91K), Maridea Wealth Management LLC (139.24K), Empowered Funds, LLC (129.11K).
GraniteShares Gold Trust's 10 largest shareholders as of June 2026 include Bank Of America Corp /De/ (2.46Mn), Jupiter Topco LLC (1.07Mn), Bank of New York Mellon Corp (702.59K), LPL Financial LLC (692.25K), ENVESTNET ASSET MANAGEMENT INC (633.25K), Royal Bank Of Canada (579.18K), BRANDYWINE OAK PRIVATE WEALTH LLC (452.64K), Rockefeller Capital Management L.P. (451.59K), LAKE STREET PRIVATE WEALTH, LLC (408.47K), Cetera Investment Advisers (308.81K) per Business Quant data.

Form 13F Holdings

173 Institutional Holders

Report period 30 Jun, 2026

Total shares held 14.26Mn

Of outstanding 41.18%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Bank Of America Corp /De/	0000070858	2,464,379	7.12%	▼52,969	-2.10%	$97.42Mn
2	Jupiter Topco LLC	0002146052	1,069,738	3.09%	▲1,069,738	0.00%	$42.29Mn
3	Bank of New York Mellon Corp	0001390777	702,594	2.03%	▲10,545	+1.52%	$27.77Mn
4	LPL Financial LLC	0001403438	692,247	2.00%	▲37,125	+5.67%	$27.36Mn
5	ENVESTNET ASSET MANAGEMENT INC	0001407543	633,252	1.83%	▲3,025	+0.48%	$25.03Mn
6	Royal Bank Of Canada	0001000275	579,180	1.67%	▲6,159	+1.07%	$22.90Mn
7	BRANDYWINE OAK PRIVATE WEALTH LLC	0001764694	452,642	1.31%	▲21,955	+5.10%	$17.89Mn
8	Rockefeller Capital Management L.P.	0001739439	451,588	1.30%	▼8,064	-1.75%	$17.85Mn
9	LAKE STREET PRIVATE WEALTH, LLC	0001772031	408,474	1.18%	▲1,002	+0.25%	$16.15Mn
10	Cetera Investment Advisers	0001666741	308,814	0.89%	▲7,330	+2.43%	$12.21Mn
11	China Universal Asset Management Co., Ltd.	0001906594	303,000	0.87%	0	0.00%	$11.98Mn
12	MML INVESTORS SERVICES, LLC	0000701059	300,563	0.87%	▲69,185	+29.90%	$11.88Mn
13	ALM First Financial Advisors, LLC	0001950054	281,590	0.81%	▲48,237	+20.67%	$11.13Mn
14	OSAIC HOLDINGS, INC.	0001677044	269,458	0.78%	▼7,764	-2.80%	$10.65Mn
15	Columbus Macro, LLC	0001727269	250,000	0.72%	▲5,350	+2.19%	$9.88Mn
16	Arax Advisory Partners	0001586767	218,453	0.63%	▲212,388	+3,501.86%	$8.64Mn
17	Ausdal Financial Partners, Inc.	0001667146	216,245	0.62%	▼219,320	-50.35%	$8.55Mn
18	Advyzon Investment Management, LLC	0002011872	211,478	0.61%	▼226,513	-51.72%	$8.36Mn
19	Mason & Associates Inc	0001917686	206,312	0.60%	▲13,400	+6.95%	$8.16Mn
20	Stifel Financial Corp	0000720672	187,913	0.54%	▲20,954	+12.55%	$7.43Mn

Showing 1 to 20 of 173 holders