GraniteShares Gold Trust (BAR) — Institutional Holders, Q2 2026 (page 2)
174 institutional investment managers reported a BAR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $564.5M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 174. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BAR 13F holders ranked 101–174 of 174
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Portfolio Strategies#101 · 11,123 sh | 11,123 | $439.7K | 0.04% | 0.0% |
| 102 | IPG Investment Advisors#102 · 11,100 sh | 11,100 | $438.8K | 0.06% | 0.0% |
| 103 | Evanson Financial#103 · 11,083 sh | 11,083 | $438.1K | — | — |
| 104 | Redhawk Wealth Advisors#104 · 11,031 sh | 11,031 | $436.0K | — | 0.0% |
| 105 | Coastal Bridge Advisors#105 · 10,905 sh | 10,905 | $431.1K | 0.03% | +0.2% |
| 106 | MAI Capital Management#106 · 10,612 sh | 10,612 | $419.5K | <0.01% | New |
| 107 | J.E. Simmons & , P.C.#107 · 9,465 sh | 9,465 | $374.2K | 0.21% | +4.4% |
| 108 | Simplicity Wealth#108 · 9,113 sh | 9,113 | $360.2K | — | New |
| 109 | Glen Eagle Advisors#109 · 9,101 sh | 9,101 | $359.8K | 0.05% | 0.0% |
| 110 | WEALTH ENHANCEMENT ADVISORY SERVICES#110 · 8,866 sh | 8,866 | $358.6K | — | +2.7% |
| 111 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT#111 · 8,905 sh | 8,905 | $352.0K | — | -0.5% |
| 112 | AXXCESS WEALTH MANAGEMENT#112 · 8,695 sh | 8,695 | $343.7K | — | New |
| 113 | Comprehensive Financial Consultants Institutional#113 · 8,687 sh | 8,687 | $343.4K | — | 0.0% |
| 114 | Wealthcare Advisory Partners#114 · 8,610 sh | 8,610 | $340.4K | — | -11.7% |
| 115 | Savant Capital#115 · 8,569 sh | 8,569 | $338.7K | <0.01% | -3.3% |
| 116 | CITADEL ADVISORS#116 · 8,366 sh | 8,366 | $330.7K | 0.00% | -78.4% |
| 117 | MONECO Advisors#117 · 8,300 sh | 8,300 | $328.1K | 0.02% | +66.0% |
| 118 | WEDBUSH SECURITIES#118 · 8,113 sh | 8,113 | $321.0K | — | -0.7% |
| 119 | Concurrent Investment Advisors#119 · 8,019 sh | 8,019 | $317.0K | — | -6.1% |
| 120 | TRUIST FINANCIAL#120 · 7,896 sh | 7,896 | $312.1K | <0.01% | -9.4% |
| 121 | Visionary Wealth Advisors#121 · 7,863 sh | 7,863 | $310.8K | 0.01% | 0.0% |
| 122 | Ronald Blue#122 · 7,774 sh | 7,774 | $307.3K | — | -3.8% |
| 123 | FIFTH THIRD BANCORP#123 · 7,302 sh | 7,302 | $288.7K | <0.01% | -1.4% |
| 124 | HBW Advisory Services#124 · 7,152 sh | 7,152 | $282.7K | — | -8.9% |
| 125 | World Investment Advisors#125 · 6,100 sh | 6,100 | $280.6K | <0.01% | -1.8% |
| 126 | Castle Rock Wealth Management#126 · 6,979 sh | 6,979 | $277.6K | — | 0.0% |
| 127 | RETIREMENT INCOME SOLUTIONS#127 · 5,446 sh | 5,446 | $251.2K | 0.04% | 0.0% |
| 128 | Veltria Advisors#128 · 6,327 sh | 6,327 | $250.1K | 0.38% | 0.0% |
| 129 | Ballast Rock Private Wealth#129 · 6,257 sh | 6,257 | $247.3K | — | 0.0% |
| 130 | Frank, Rimerman Advisors#130 · 6,121 sh | 6,121 | $242.0K | — | 0.0% |
| 131 | StoneX Group#131 · 5,832 sh | 5,832 | $239.8K | <0.01% | New |
| 132 | B. Riley Wealth Advisors#132 · 5,979 sh | 5,979 | $236.4K | — | +2.7% |
| 133 | Financial Strategies Group#133 · 5,851 sh | 5,851 | $235.3K | 0.04% | +26.5% |
| 134 | Thrive Capital Management#134 · 5,938 sh | 5,938 | $234.7K | 0.04% | +23.5% |
| 135 | ZACKS INVESTMENT MANAGEMENT#135 · 5,885 sh | 5,885 | $232.6K | <0.01% | 0.0% |
| 136 | Pathstone#136 · 5,866 sh | 5,866 | $231.9K | <0.01% | New |
| 137 | Western Wealth Management#137 · 5,805 sh | 5,805 | $229.5K | <0.01% | 0.0% |
| 138 | IFP Advisors#138 · 5,765 sh | 5,765 | $227.9K | — | 0.0% |
| 139 | RS CRUM#139 · 5,740 sh | 5,740 | $226.9K | — | 0.0% |
| 140 | Curran Financial Partners#140 · 5,674 sh | 5,674 | $224.3K | 0.03% | New |
| 141 | SAPIENT CAPITAL#141 · 5,589 sh | 5,589 | $220.9K | — | 0.0% |
| 142 | WHITTIER#142 · 5,340 sh | 5,340 | $218.9K | <0.01% | 0.0% |
| 143 | PFG Advisors#143 · 5,139 sh | 5,139 | $203.1K | — | -75.1% |
| 144 | Reyes Financial Architecture#144 · 4,401 sh | 4,401 | $174.0K | — | -31.9% |
| 145 | HARBOUR INVESTMENTS#145 · 4,042 sh | 4,042 | $159.8K | <0.01% | -1.9% |
| 146 | FMR#146 · 3,213 sh | 3,213 | $127.0K | 0.00% | +4.0% |
| 147 | Integrated Wealth Concepts#147 · 2,033 sh | 2,033 | $80.4K | <0.01% | New |
| 148 | Federation des caisses Desjardins du Quebec#148 · 1,637 sh | 1,637 | $64.7K | <0.01% | 0.0% |
| 149 | WHITTIER OF NEVADA#149 · 1,317 sh | 1,317 | $53.4K | <0.01% | 0.0% |
| 150 | LifeSteps Financial#150 · 1,320 sh | 1,320 | $52.2K | — | New |
| 151 | CoreCap Advisors#151 · 1,287 sh | 1,287 | $50.9K | — | +3.3% |
| 152 | Clearstead Advisors#152 · 1,184 sh | 1,184 | $46.8K | <0.01% | New |
| 153 | Global Retirement Partners#153 · 1,045 sh | 1,045 | $41.3K | <0.01% | — |
| 154 | HOLLENCREST SECURITIES#154 · 990 sh | 990 | $39.1K | <0.01% | 0.0% |
| 155 | Archer Investment#155 · 923 sh | 923 | $36.5K | <0.01% | 0.0% |
| 156 | SBI Securities , Ltd.#156 · 577 sh | 577 | $22.8K | — | +51.8% |
| 157 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#157 · 489 sh | 489 | $19.4K | <0.01% | New |
| 158 | Cypress Capital Management (WY)#158 · 485 sh | 485 | $19.2K | 0.02% | 0.0% |
| 159 | SouthState Bank#159 · 464 sh | 464 | $18.3K | <0.01% | 0.0% |
| 160 | NBC SECURITIES#160 · 419 sh | 419 | $16.6K | — | +1.0% |
| 161 | ASSETMARK#161 · 318 sh | 318 | $12.6K | — | -7.6% |
| 162 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#162 · 278 sh | 278 | $11.0K | 0.00% | -42.2% |
| 163 | NATIONAL BANK OF CANADA#163 · 230 sh | 230 | $9.1K | 0.00% | 0.0% |
| 164 | GAMMA Investing#164 · 221 sh | 221 | $8.7K | — | 0.0% |
| 165 | JONES FINANCIAL COMPANIES LLLP#165 · 185 sh | 185 | $7.4K | 0.00% | New |
| 166 | EVOLUTION WEALTH MANAGEMENT#166 · 174 sh | 174 | $6.9K | <0.01% | New |
| 167 | OF TOLEDO NA#167 · 115 sh | 115 | $4.5K | — | 0.0% |
| 168 | DecisionPoint Financial#168 · 102 sh | 102 | $4.1K | <0.01% | 0.0% |
| 169 | AMERIFLEX GROUP#169 · 100 sh | 100 | $4.0K | <0.01% | 0.0% |
| 170 | SIGNATUREFD#170 · 68 sh | 68 | $2.7K | — | -4.2% |
| 171 | Roble, Belko & Company#171 · 50 sh | 50 | $2.0K | <0.01% | 0.0% |
| 172 | ST GERMAIN D J#172 · 41 sh | 41 | $1.6K | <0.01% | 0.0% |
| 173 | Frazier Financial Advisors#173 · 40 sh | 40 | $1.6K | <0.01% | 0.0% |
| 174 | PNC FINANCIAL SERVICES GROUP#174 · 35 sh | 35 | $1.4K | 0.00% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.