Who owns GraniteShares Gold Trust (BAR)
Which tracked institutional funds hold BAR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BAR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on BAR is one-sided between 2026-Q1 and 2026-Q2: 14 added or opened and 55 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BAR’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes BAR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BAR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 164 tracked filers holding BAR, 74 increased or opened the position and 83 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BAR between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 7
- Jupiter Topco LLC$42M
- a16z Perennial Management, L.P.$7M
- COMPASS FINANCIAL MANAGEMENT LLC$3M
- GC Wealth Management RIA, LLC$2M
- NewEdge Advisors, LLC$2M
- JANE STREET GROUP, LLC$1M
Full exits 14
- Richard Bernstein Advisors LLC$99M
- U.S. Capital Wealth Advisors, LLC$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- Jackson Hole Capital Partners, LLC$3M
- Quadrature Capital Ltd$3M
- HighTower Advisors, LLC$3M
Largest adds
- Arax Advisory Partners$8M
- ALM First Financial Advisors, LLC$4M
- Lido Advisors, LLC$3M
- MML INVESTORS SERVICES, LLC$1M
- IMC-Chicago, LLC$998K
- Sanctuary Advisors, LLC$685K
Largest trims
- BANK OF AMERICA CORP /DE/$19M
- Advyzon Investment Management, LLC$12M
- Ausdal Financial Partners, Inc.$12M
- Cambria Investment Management, L.P.$10M
- Maridea Wealth Management LLC$7M
- Empowered Funds, LLC$7M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 2,464,379 | $97M | 18.0% | 2026-Q2 |
| Jupiter Topco LLC new | 1,069,738 | $42M | 7.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 702,594 | $28M | 5.1% | 2026-Q2 |
| LPL Financial LLC added | 692,247 | $27M | 5.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 633,252 | $25M | 4.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 579,180 | $23M | 4.2% | 2026-Q2 |
| BRANDYWINE OAK PRIVATE WEALTH LLC added | 452,642 | $18M | 3.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 451,588 | $18M | 3.3% | 2026-Q2 |
| LAKE STREET PRIVATE WEALTH, LLC added | 408,474 | $16M | 3.0% | 2026-Q2 |
| Cetera Investment Advisers added | 308,814 | $12M | 2.3% | 2026-Q2 |
| China Universal Asset Management Co., Ltd. | 303,000 | $12M | 2.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 300,563 | $12M | 2.2% | 2026-Q2 |
| ALM First Financial Advisors, LLC added | 281,590 | $11M | 2.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 269,458 | $11M | 2.0% | 2026-Q2 |
| Columbus Macro, LLC added | 250,000 | $10M | 1.8% | 2026-Q2 |
| Arax Advisory Partners added | 218,453 | $9M | 1.6% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 216,245 | $9M | 1.6% | 2026-Q2 |
| Advyzon Investment Management, LLC trimmed | 211,478 | $8M | 1.5% | 2026-Q2 |
| Mason & Associates Inc added | 206,312 | $8M | 1.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 187,913 | $7M | 1.4% | 2026-Q2 |
| a16z Perennial Management, L.P. | 181,946 | $7M | 1.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 155,792 | $6M | 1.1% | 2026-Q2 |
| Brendel Financial Advisors LLC | 146,753 | $6M | 1.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 133,340 | $5M | 1.0% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 126,498 | $5M | 0.9% | 2026-Q2 |
| FSA Investment Group, LLC added | 124,487 | $5M | 0.9% | 2026-Q2 |
| ETF Store, Inc. added | 118,926 | $5M | 0.9% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 114,576 | $5M | 0.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 104,866 | $4M | 0.8% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 96,550 | $4M | 0.7% | 2026-Q2 |
| Maridea Wealth Management LLC trimmed | 92,517 | $4M | 0.7% | 2026-Q2 |
| Clear Point Advisors Inc. trimmed | 89,915 | $4M | 0.7% | 2026-Q2 |
| Lido Advisors, LLC added | 78,194 | $3M | 0.6% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 76,224 | $3M | 0.6% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 75,717 | $3M | 0.6% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 73,413 | $3M | 0.5% | 2026-Q2 |
| Belpointe Asset Management LLC added | 70,810 | $3M | 0.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 68,690 | $3M | 0.5% | 2026-Q2 |
| Cherry Creek Investment Advisors, Inc. added | 65,919 | $3M | 0.5% | 2026-Q2 |
| AE Wealth Management LLC added | 65,599 | $3M | 0.5% | 2026-Q2 |
| Cambria Investment Management, L.P. trimmed | 54,893 | $2M | 0.4% | 2026-Q2 |
| GC Wealth Management RIA, LLC new | 53,893 | $2M | 0.4% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 44,892 | $2M | 0.3% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 44,781 | $2M | 0.3% | 2026-Q2 |
| SMITH, MOORE & CO. trimmed | 43,867 | $2M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 43,313 | $2M | 0.3% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 41,244 | $2M | 0.3% | 2026-Q2 |
| INSPIRION WEALTH ADVISORS, LLC added | 41,045 | $2M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 39,327 | $2M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 35,974 | $1M | 0.3% | 2026-Q2 |
| IMC-Chicago, LLC added | 35,661 | $1M | 0.3% | 2026-Q2 |
| BKM Wealth Management, LLC added | 34,540 | $1M | 0.3% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 33,002 | $1M | 0.2% | 2026-Q2 |
| CORE WEALTH ADVISORS, LLC added | 32,937 | $1M | 0.2% | 2026-Q2 |
| Semus Wealth Partners LLC trimmed | 32,231 | $1M | 0.2% | 2026-Q2 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC trimmed | 31,168 | $1M | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 29,857 | $1M | 0.2% | 2026-Q2 |
| Virtue Capital Management, LLC added | 29,305 | $1M | 0.2% | 2026-Q2 |
| Capital Advisor Network LLC trimmed | 29,193 | $1M | 0.2% | 2026-Q2 |
| LexAurum Advisors, LLC added | 28,692 | $1M | 0.2% | 2026-Q2 |
| Financial Guidance Group, Inc. trimmed | 27,979 | $1M | 0.2% | 2026-Q2 |
| Mariner, LLC added | 27,713 | $1M | 0.2% | 2026-Q2 |
| HANSEATIC MANAGEMENT SERVICES INC trimmed | 27,171 | $1M | 0.2% | 2026-Q2 |
| EQ LLC added | 26,868 | $1M | 0.2% | 2026-Q2 |
| DMC Group, LLC added | 25,786 | $1M | 0.2% | 2026-Q2 |
| CHOREO, LLC added | 25,095 | $992K | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 23,442 | $927K | 0.2% | 2026-Q2 |
| Atria Investments, Inc added | 21,597 | $854K | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 19,581 | $774K | 0.1% | 2026-Q2 |
| ARMSTRONG ADVISORY GROUP, INC added | 17,792 | $703K | 0.1% | 2026-Q2 |
| Freestone Capital Holdings, LLC trimmed | 17,764 | $702K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 17,084 | $675K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 17,062 | $674K | 0.1% | 2026-Q2 |
| Tactive Advisors, LLC trimmed | 16,152 | $638K | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC new | 15,513 | $613K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 15,398 | $609K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 15,232 | $602K | 0.1% | 2026-Q2 |
| Essex Financial Services, Inc. | 15,011 | $593K | 0.1% | 2026-Q2 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 14,636 | $579K | 0.1% | 2026-Q2 |
| DENVER WEALTH MANAGEMENT, INC. | 14,241 | $563K | 0.1% | 2026-Q2 |
| Almanack Investment Partners, LLC. trimmed | 14,210 | $562K | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 13,691 | $541K | 0.1% | 2026-Q2 |
| Crew Capital Management, Ltd added | 13,346 | $528K | 0.1% | 2026-Q2 |
| J HAGAN CAPITAL, INC. added | 13,257 | $524K | 0.1% | 2026-Q2 |
| EHRLICH FINANCIAL GROUP trimmed | 13,220 | $523K | 0.1% | 2026-Q2 |
| PATRON PARTNERS, LLC | 13,166 | $520K | 0.1% | 2026-Q2 |
| Kraft, Davis & Associates, LLC | 12,767 | $511K | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 12,706 | $502K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 12,355 | $488K | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 12,011 | $475K | 0.1% | 2026-Q2 |
| CLG LLC | 12,000 | $474K | 0.1% | 2026-Q2 |
| Beacon Financial Advisory LLC | 11,432 | $452K | 0.1% | 2026-Q2 |
| Portfolio Strategies, Inc. | 11,123 | $440K | 0.1% | 2026-Q2 |
| IPG Investment Advisors LLC | 11,100 | $439K | 0.1% | 2026-Q2 |
| Evanson Financial, LLC new | 11,083 | $438K | 0.1% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. | 11,031 | $436K | 0.1% | 2026-Q2 |
| Coastal Bridge Advisors, LLC added | 10,905 | $431K | 0.1% | 2026-Q2 |
| MAI Capital Management new | 10,612 | $419K | 0.1% | 2026-Q2 |
| J.E. Simmons & Co., P.C. added | 9,465 | $374K | 0.1% | 2026-Q2 |
| Simplicity Wealth,LLC new | 9,113 | $360K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.