BAR institutional holders

GraniteShares Gold Trust Shares of Beneficial Interest · 183 reporting institutions · $665.3M reported value

Funds that can replace BAR · BAR return decomposition

Institutional holdings

Institutions reporting BAR, largest first
InstitutionReported positionAdvisors at firmReport period
Richard Bernstein Advisors LLC$99.3M02026-03-31
Bank of America Corp /de$97.4M02026-06-30
Jupiter Topco LLC$42.3M02026-06-30
Bank of New York Mellon Corp$27.8M02026-06-30
Lpl Financial LLC$27.4M23,4582026-06-30
Envestnet Pmc$25M602026-06-30
Royal Bank of Canada$22.9M02026-06-30
Brandywine Oak Private Wealth LLC$17.9M102026-06-30
Rockefeller Capital Management LP$17.9M3462026-06-30
Lake Street Private Wealth, LLC$16.1M62026-06-30
Cetera Investment Advisers$12.2M10,3702026-06-30
China Universal Asset Management Co., Ltd.$12M02026-06-30
MML Investors Services, LLC$11.9M5,1202026-06-30
Alm First Financial Advisors, LLC$11.1M02026-06-30
Osaic Holdings, Inc.$10.7M02026-06-30
Columbus MacRo, LLC$9.9M52026-06-30
Arax Advisory Partners$8.6M2322026-06-30
Ausdal Financial Partners, Inc.$8.5M1892026-06-30
Advyzon Investment Management, LLC$8.4M22026-06-30
Mason & Associates Inc$8.2M82026-06-30
Stifel Financial Corp$7.4M02026-06-30
A16z Perennial Management, LP$7.2M02026-06-30
Raymond James Financial Inc$6.2M02026-06-30
Brendel Financial Advisors LLC$5.8M22026-06-30
Captrust Financial Advisors$5.3M9622026-06-30
Nations Financial Group Inc, /ia/ /adv$5M02026-06-30
Fsa Investment Group, LLC$4.9M132026-06-30
U.S. Capital Wealth Advisors, LLC$4.9M02026-03-31
Novadius Wealth Management$4.7M62026-06-30
Steward Partners Investment Advisory, LLC$4.5M4812026-06-30
Commonwealth Equity Services, LLC$4.1M2,8632026-06-30
Etf Architect$3.8M62026-06-30
Maridea Wealth Management$3.7M382026-06-30
Clear Point Advisors Inc.$3.6M32026-06-30
Jackson Hole Capital Partners, LLC$3.3M02026-03-31
Lido Advisors, LLC$3.1M3202026-06-30
Sanctuary Advisors, LLC$3M4012026-06-30
Mercer Global Advisors Inc /adv$3M02026-06-30
Compass Financial Management LLC$2.9M462026-06-30
Belpointe Asset Management LLC$2.8M1702026-06-30
Morgan Stanley$2.7M23,1852026-06-30
Cherry Creek Investment Advisors, Inc.$2.6M22026-06-30
Ae Wealth Management LLC$2.6M4712026-06-30
Cambria Investment Management, LP$2.2M12026-06-30
Gc Wealth Management RIA, LLC$2.1M352026-06-30
Hightower Advisors, LLC$2M1,0462026-06-30
Elevation Point Wealth Partners, LLC$1.8M562026-06-30
Vestmark Advisory Solutions, Inc.$1.8M82026-06-30
Smith, Moore & Co.$1.7M452026-06-30
Jpmorgan Chase & Co$1.7M02026-06-30
Inspirion Wealth Advisors, LLC$1.6M102026-06-30
Highpoint Advisor Group LLC$1.6M1142026-06-30
Newedge Advisors$1.6M6012026-06-30
Jane Street Group, LLC$1.4M02026-06-30
Huntington National Bank$1.4M02026-06-30
Imc-Chicago, LLC$1.4M02026-06-30
Bkm Wealth Management, LLC$1.4M62026-06-30
Aptus Capital Advisors, LLC$1.3M212026-06-30
Core Wealth Advisors, LLC$1.3M32026-06-30
Semus Wealth Partners LLC$1.3M12026-06-30
American Financial & Tax Strategies Inc$1.2M12026-06-30
UBS Group AG$1.2M02026-06-30
Virtue Capital Management, LLC$1.2M892026-06-30
Capital Advisor Network LLC$1.2M82026-06-30
Lexaurum Advisors, LLC$1.1M352026-06-30
Financial Guidance Group, Inc.$1.1M32026-06-30
Leo Wealth, LLC$1.1M152026-03-31
Mariner, LLC$1.1M02026-06-30
Hanseatic Management Services Inc$1.1M32026-06-30
Eq LLC$1.1M92026-06-30
Greybox Investments$1M32026-06-30
Choreo, LLC$992K1482026-06-30
Northwestern Mutual Wealth Management Co$926.7K02026-06-30
Atria Investments, Inc$853.7K62026-06-30
Farther Finance Advisors, LLC$774K3342026-06-30
Jaffetilchin Investment Partners, LLC$728.1K02026-03-31
Armstrong Advisory Group, Inc$703.3K142026-06-30
Freestone Capital Holdings, LLC$702.2K662026-06-30
Wells Fargo & Company/mn$674.5K02026-06-30
Corient Private Wealth LP$673K6742026-06-30
Tactive Advisors, LLC$638.5K182026-06-30
Onedigital Investment Advisors LLC$613.2K3862026-06-30
Private Advisor Group, LLC$608.7K9272026-06-30
Mgo One Seven LLC$602.1K1182026-06-30
Essex Financial Services, Inc.$593.4K332026-06-30
Flynn Zito Capital Management, LLC$578.6K72026-06-30
Denver Wealth Management, Inc.$562.9K122026-06-30
Almanack Investment Partners, Llc.$561.7K142026-06-30
Cerity Partners LLC$541.2K7772026-06-30
Crew Capital Management, Ltd$527.6K62026-06-30
J Hagan Capital, Inc.$524K52026-06-30
Ehrlich Financial Group$522.6K42026-06-30
Patron Partners, LLC$520.5K22026-06-30
Evanson Asset Management, LLC$511.3K02026-03-31
Kraft, Davis & Associates, LLC$510.9K52026-06-30
Iht Wealth Management LLC$502.3K1592026-06-30
Stratos Wealth Partners, Ltd.$488.4K3862026-06-30
Creative Planning$474.8K1,1712026-06-30
Clg LLC$474.4K232026-06-30
Beacon Financial Advisory LLC$451.9K132026-06-30
Portfolio Strategies, Inc.$439.7K32026-06-30
Ipg Investment Advisors LLC$438.8K402026-06-30
Evanson Financial, LLC$438.1K42026-06-30
Redhawk Wealth Advisors, Inc.$436K432026-06-30
Coastal Bridge Advisors, LLC$431.1K392026-06-30
Mai Capital Management$419.5K3082026-06-30
Cwm, LLC$397.9K6672026-03-31
J.E. Simmons & Co., P.C.$374.2K32026-06-30
Simplicity Wealth, LLC$360.2K02026-06-30
Glen Eagle Advisors, LLC$359.8K132026-06-30
Wealth Enhancement Advisory Services, LLC$358.6K1,0262026-06-30
Journey Retirement Planning and Investment Management, LLC$352K52026-06-30
Axxcess Wealth Management, LLC$343.7K382026-06-30
Comprehensive Financial Consultants Institutional, Inc.$343.4K112026-06-30
Wealthcare Advisory Partners LLC$340.4K1702026-06-30
Savant Wealth Management$338.7K4052026-06-30
Citadel Advisors LLC$330.7K02026-06-30
Moneco Advisors, LLC$328.1K502026-06-30
Concurrent Investment Advisors, LLC$317K3492026-06-30
Comerica Bank$316.5K02025-12-31
Truist Financial Corp$312.1K02026-06-30
Visionary Wealth Advisors$310.8K462026-06-30
Blue Trust, Inc.$307.3K02026-06-30
Fifth Third Bancorp$288.7K02026-06-30
Hbw Advisory Services LLC$282.7K682026-06-30
World Investment Advisors$280.6K3592026-06-30
Castle Rock Wealth Management, LLC$277.6K72026-06-30
Mill Creek Capital Advisors, LLC$270.7K02026-03-31
Retirement Income Solutions, Inc$251.2K162026-06-30
Veltria Advisors Corp.$250.1K32026-06-30
Ballast Rock Private Wealth LLC$247.3K102026-06-30
Frank, Rimerman Advisors LLC$242K32026-06-30
Stonex Group Inc.$239.8K02026-06-30
B. Riley Wealth Advisors, Inc.$236.4K1702026-06-30
Financial Strategies Group, Inc.$235.3K72026-06-30
Thrive Capital Management, LLC$234.7K172026-06-30
Zacks Investment Management$232.6K832026-06-30
Pathstone Holdings, LLC$231.9K02026-06-30
Western Wealth Management, LLC$229.5K1122026-06-30
Ifp Advisors, Inc$227.9K3182026-06-30
Rs Crum Inc.$226.9K62026-06-30
Curran Financial Partners, LLC$224.3K162026-06-30
Sapient Capital LLC$220.9K372026-06-30
Whittier Trust Co$218.9K02026-06-30
Pfg Advisors$203.1K832026-06-30
Fyra Capital Management$178.1K72025-09-30
Reyes Financial Architecture, Inc.$174K52026-06-30
Harbour Investments, Inc.$159.8K2472026-06-30
Fmr LLC$127K02026-06-30
Integrated Wealth Concepts LLC$80.4K4802026-06-30
Archer Investment Corp$73K782026-06-30
Federation Des Caisses Desjardins Du Quebec$64.7K02026-06-30
Whittier Trust Co of Nevada Inc$53.4K02026-06-30
Lifesteps Financial$52.2K72026-06-30
Corecap Advisors, LLC$50.9K1182026-06-30
Clearstead; Clearstead Advisory Solutions$46.8K642026-06-30
Global Retirement Partners LLC$41.3K4912026-06-30
Hollencrest Capital Management$39.1K152026-06-30
Sbi Securities Co., Ltd.$22.8K02026-06-30
International Assets Investment Management, LLC$19.4K1222026-06-30
Cypress Capital Management LLC (wy)$19.2K22026-06-30
Southstate Bank Corp$18.3K02026-06-30
Lanark Financial, Inc.$16.6K692026-06-30
Assetmark, Inc$12.6K2202026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$11K02026-06-30
National Bank of Canada /fi$9.1K02026-06-30
Gamma Investing LLC$8.7K72026-06-30
Jones Financial Companies LLLP$7.4K02026-06-30
Evolution Wealth Management Inc.$6.9K32026-06-30
Trust Co of Toledo NA /oh$4.5K02026-06-30
Decisionpoint Financial, LLC$4.1K132026-06-30
Ameriflex Group, Inc.$4K2122026-06-30
Flow Traders U.S. LLC$3.2K02026-06-30
Virtu Financial LLC$3.1K02026-06-30
Signaturefd, LLC$2.7K492026-06-30
Cambridge Investment Research Advisors, Inc.$2.7K3,9402026-03-31
St Germain D J Co Inc$1.6K02026-06-30
Frazier Financial Advisors, LLC$1.6K112026-06-30
PNC Financial Services Group, Inc.$1.4K02026-06-30
Investor Fan$478142026-06-30
Janney Montgomery Scott LLC$4531,3422026-06-30
Wedbush Securities Inc$3212202026-06-30
Roble, Belko and Company, Inc.$282026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30