GraniteShares Gold Shares Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 2.46 M | $97.42 M | -2.10% | 7.46% |
| JUPITER TOPCO LLC | 08/14/2026 | 1.07 M | $42.29 M | 100.00% | 3.24% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 702.59 K | $27.77 M | 1.52% | 2.13% |
| LPL FINANCIAL LLC | 08/07/2026 | 692.25 K | $27.36 M | 5.67% | 2.09% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 633.25 K | $25.03 M | 0.48% | 1.92% |
| ROYAL BANK OF CANADA | 08/14/2026 | 579.18 K | $22.90 M | 1.07% | 1.75% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 07/16/2026 | 452.64 K | $17.89 M | 5.10% | 1.37% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 451.59 K | $17.85 M | -1.75% | 1.37% |
| LAKE STREET FINANCIAL LLC | 08/10/2026 | 408.47 K | $16.15 M | 0.25% | 1.24% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 308.81 K | $12.21 M | 2.43% | 0.93% |
| CHINA UNIVERSAL ASSET MANAGEMENT CO., LTD. | 07/24/2026 | 303.00 K | $11.98 M | 0.00% | 0.92% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 300.56 K | $11.88 M | 29.90% | 0.91% |
| ALM FIRST FINANCIAL ADVISORS, LLC | 07/10/2026 | 281.59 K | $11.13 M | 20.67% | 0.85% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 269.46 K | $10.65 M | -2.80% | 0.82% |
| COLUMBUS MACRO, LLC | 07/22/2026 | 250.00 K | $9.88 M | 2.19% | 0.76% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 218.45 K | $8.64 M | 3,501.86% | 0.66% |
| AUSDAL FINANCIAL PARTNERS, INC. | 08/14/2026 | 216.25 K | $8.55 M | -50.35% | 0.65% |
| ADVYZON INVESTMENT MANAGEMENT, LLC | 08/14/2026 | 211.48 K | $8.36 M | -51.72% | 0.64% |
| MASON & ASSOCIATES INC | 07/23/2026 | 206.31 K | $8.16 M | 6.95% | 0.62% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 187.91 K | $7.43 M | 12.55% | 0.57% |
| A16Z PERENNIAL MANAGEMENT, L.P. | 07/24/2026 | 181.95 K | $7.19 M | 100.00% | 0.55% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 155.79 K | $6.16 M | -9.04% | 0.47% |
| BRENDEL FINANCIAL ADVISORS LLC | 07/31/2026 | 146.75 K | $5.80 M | 0.00% | 0.44% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 133.34 K | $5.27 M | -5.19% | 0.40% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 07/23/2026 | 126.50 K | $5.00 M | -39.38% | 0.38% |
| FSA INVESTMENT GROUP, LLC | 07/20/2026 | 124.49 K | $4.92 M | 34.42% | 0.38% |
| ETF STORE, INC. | 07/29/2026 | 118.93 K | $4.70 M | 2.81% | 0.36% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 114.58 K | $4.53 M | -3.24% | 0.35% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 104.87 K | $4.15 M | 0.81% | 0.32% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 96.55 K | $3.82 M | -57.21% | 0.29% |
| MARIDEA WEALTH MANAGEMENT LLC | 08/06/2026 | 92.52 K | $3.66 M | -60.08% | 0.28% |
| CLEAR POINT ADVISORS INC. | 07/29/2026 | 89.92 K | $3.55 M | -4.23% | 0.27% |
| FLOW TRADERS U.S. LLC | 08/14/2026 | 80.13 K | $3.17 M | 100.00% | 0.24% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 78.65 K | $3.11 M | 100.00% | 0.24% |
| LIDO ADVISORS, LLC | 08/07/2026 | 78.19 K | $3.09 M | 1,008.19% | 0.24% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 76.22 K | $3.01 M | 51.00% | 0.23% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 75.72 K | $2.99 M | -1.14% | 0.23% |
| COMPASS FINANCIAL MANAGEMENT LLC | 08/12/2026 | 73.41 K | $2.91 M | 100.00% | 0.22% |
| BELPOINTE ASSET MANAGEMENT LLC | 07/31/2026 | 70.81 K | $2.80 M | 0.22% | 0.21% |
| MORGAN STANLEY | 08/13/2026 | 68.69 K | $2.72 M | -0.33% | 0.21% |
| CHERRY CREEK INVESTMENT ADVISORS, INC. | 07/30/2026 | 65.92 K | $2.61 M | 0.18% | 0.20% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 65.60 K | $2.59 M | 11.87% | 0.20% |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. | 08/14/2026 | 54.89 K | $2.17 M | -79.88% | 0.17% |
| CATALYTIC WEALTH RIA, LLC | 07/16/2026 | 53.89 K | $2.13 M | 100.00% | 0.16% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 53.54 K | $2.12 M | -7.08% | 0.16% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 50.72 K | $2.01 M | -14.26% | 0.15% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 08/12/2026 | 44.89 K | $1.77 M | 1.88% | 0.14% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 08/14/2026 | 44.78 K | $1.77 M | 2.74% | 0.14% |
| SMITH, MOORE & CO. | 08/12/2026 | 43.87 K | $1.73 M | -2.08% | 0.13% |
| JPMORGAN CHASE & CO | 08/12/2026 | 43.31 K | $1.71 M | -14.40% | 0.13% |
GraniteShares Gold Shares institutional Ownership - FAQ's
During the previous two years, 236 institutional investors and hedge funds held shares of GraniteShares Gold Shares. The most heavily invested institutionals were:
BANK OF AMERICA CORP /DE/: 2.46 M
Jupiter Topco LLC: 1.07 M
Bank of New York Mellon Corp: 702,594
LPL Financial LLC: 692,247
ENVESTNET ASSET MANAGEMENT INC: 633,252
ROYAL BANK OF CANADA: 579,180
43.15% of GraniteShares Gold Shares stock is owned by institutional investors.
Institutional investors have bought a total of 17.90 M shares in the last 24 months. This purchase volume represents approximately $906.79 M in transactions.