GraniteShares Gold Trust (BAR) shareholders
Close on Nov 13, 2026Market cap $1.26BP/E 11.5Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Shares held by institutions
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BAR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Bank Of America Corp /De/ | 2,464,379 | 7.46% | $97.42M | −52,969 | 0.01% |
| Jupiter Topco LLC | 1,069,738 | 3.24% | $42.29M | New | 0.02% |
| Bank of New York Mellon Corp | 702,594 | 2.13% | $27.77M | +10,545 | 0.00% |
| LPL Financial LLC | 692,247 | 2.09% | $27.36M | +37,125 | 0.01% |
| Envestnet Asset Management Inc | 633,252 | 1.92% | $25.03M | +3,025 | 0.01% |
| Royal Bank of Canada | 579,180 | 1.75% | $22.90M | +6,159 | 0.00% |
| Brandywine Oak Private Wealth LLC | 452,642 | 1.37% | $17.89M | +21,955 | 1.36% |
| Rockefeller Capital Management L.P. | 451,588 | 1.37% | $17.85M | −8,064 | 0.03% |
| Lake Street Financial LLC | 408,474 | 1.24% | $16.15M | +1,002 | 1.85% |
| Cetera Investment Advisers | 308,814 | 0.93% | $12.21M | +7,330 | 0.01% |
| China Universal Asset Management Co., Ltd. | 303,000 | 0.92% | $11.98M | – | 0.72% |
| Mml Investors Services, LLC | 300,563 | 0.91% | $11.88M | +69,185 | 0.02% |
| ALM First Financial Advisors, LLC | 281,590 | 0.85% | $11.13M | +48,237 | 1.88% |
| Osaic Holdings, Inc. | 269,458 | 0.82% | $10.65M | −7,764 | 0.01% |
| Columbus Macro, LLC | 250,000 | 0.76% | $9.88M | +5,350 | 0.96% |
| SRS Capital Advisors, Inc. | 218,453 | 0.66% | $8.64M | +212,388 | 0.06% |
| Ausdal Financial Partners, Inc. | 216,245 | 0.65% | $8.55M | −219,320 | 0.33% |
| Advyzon Investment Management, LLC | 211,478 | 0.64% | $8.36M | −226,513 | 0.61% |
| Mason & Associates Inc | 206,312 | 0.62% | $8.16M | +13,400 | 1.32% |
| Stifel Financial Corp | 187,913 | 0.57% | $7.43M | +20,954 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 172 | 14M | 43.2% | 23 / 56 | 53 / 19 | 2M | 2M |
| Q1 2026 | 176 | 16M | 47.8% | 20 / 53 | 60 / 13 | 1M | 1M |
| Q4 2025 | 171 | 16M | 49.0% | 28 / 43 | 61 / 11 | 1M | 1M |
| Q3 2025 | 157 | 15M | 46.8% | 33 / 40 | 52 / 9 | 1M | 3M |
| Q2 2025 | 134 | 17M | 51.2% | 20 / 38 | 44 / 13 | 2M | 2M |
| Q1 2025 | 127 | 16M | 49.7% | 21 / 41 | 38 / 12 | 1M | 1M |
| Q4 2024 | 122 | 17M | 50.0% | 14 / 41 | 38 / 14 | 1M | 1M |
| Q3 2024 | 127 | 17M | 50.7% | 14 / 35 | 51 / 11 | 1M | 2M |
| Q2 2024 | 126 | 18M | 54.9% | 15 / 32 | 51 / 5 | 2M | 14M |
| Q1 2024 | 118 | 31M | 92.6% | 13 / 42 | 36 / 15 | 2M | 2M |
| Q4 2023 | 120 | 30M | 91.8% | 20 / 32 | 40 / 15 | 2M | 3M |
| Q3 2023 | 115 | 31M | 94.0% | 16 / 22 | 48 / 13 | 0M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
5 funds held BAR in Q2 2026, 48% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of BAR | Value | % of fund | As of |
|---|---|---|---|---|---|
| BNY Mellon Global Real Return Fund | 408,865 | 1.24% | $16.29M | 1.93% | Jul 31, 2026 |
| Relative Sentiment Tactical Allocation ETF | 96,550 | 0.29% | $3.82M | 2.99% | Jun 30, 2026 |
| Cambria Global Asset Allocation ETF | 55,562 | 0.17% | $2.21M | 3.05% | Jul 31, 2026 |
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of GraniteShares Gold Trust's stock actually held short. Settlement fails (shares not delivered on time) peaked at 48,154 shares on Sep 3, 2026 over the last 90 days.
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