Filing Research | GRANITESHARES GOLD TR Institutional Holdings

Snapshot holdings

46 / 46 loaded

#		Instrument	quantity
1	BRANDYWINE OAK PRIVATE WEALTH LLC	Shares	452.6KSH	$17.9M
2	China Universal Asset Management Co., Ltd.	Shares	303.0KSH	$12.0M
3	ALM First Financial Advisors, LLC	Shares	281.6KSH	$11.1M
4	Columbus Macro, LLC	Shares	250.0KSH	$9.9M
5	Mason & Associates Inc	Shares	206.3KSH	$8.2M
6	a16z Perennial Management, L.P.	Shares	181.9KSH	$7.2M
7	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	126.5KSH	$5.0M
8	FSA Investment Group, LLC	Shares	124.5KSH	$4.9M
9	GC Wealth Management RIA, LLC	Shares	53.9KSH	$2.1M
10	INSPIRION WEALTH ADVISORS, LLC	Shares	41.0KSH	$1.6M
11	LexAurum Advisors, LLC	Shares	28.7KSH	$1.1M
12	Financial Guidance Group, Inc.	Shares	28.0KSH	$1.1M
13	EQ LLC	Shares	26.9KSH	$1.1M
14	Farther Finance Advisors, LLC	Shares	19.6KSH	$774.0K
15	ARMSTRONG ADVISORY GROUP, INC	Shares	17.8KSH	$703.3K
16	Tactive Advisors, LLC	Shares	16.2KSH	$638.5K
17	FLYNN ZITO CAPITAL MANAGEMENT, LLC	Shares	14.6KSH	$578.6K
18	EHRLICH FINANCIAL GROUP	Shares	13.2KSH	$522.6K
19	Kraft, Davis & Associates, LLC	Shares	12.8KSH	$510.9K
20	CLG LLC	Shares	12.0KSH	$474.4K
21	Evanson Financial, LLC	Shares	11.1KSH	$438.1K
22	Redhawk Wealth Advisors, Inc.	Shares	11.0KSH	$436.0K
23	J.E. Simmons & Co., P.C.	Shares	9.5KSH	$374.2K
24	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	8.9KSH	$358.6K
25	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	Shares	8.9KSH	$352.0K
26	Comprehensive Financial Consultants Institutional, Inc.	Shares	8.7KSH	$343.4K
27	Wealthcare Advisory Partners LLC	Shares	8.6KSH	$340.4K
28	Blue Trust, Inc.	Shares	7.8KSH	$307.3K
29	HBW ADVISORY SERVICES LLC	Shares	7.2KSH	$282.7K
30	Castle Rock Wealth Management, LLC	Shares	7.0KSH	$277.6K
31	B. Riley Wealth Advisors, Inc.	Shares	6.0KSH	$236.4K
32	IFP Advisors, Inc	Shares	5.8KSH	$227.9K
33	SAPIENT CAPITAL LLC	Shares	5.6KSH	$220.9K
34	PFG Advisors	Shares	5.1KSH	$203.1K
35	Reyes Financial Architecture, Inc.	Shares	4.4KSH	$174.0K
36	LifeSteps Financial, Inc.	Shares	1.3KSH	$52.2K
37	CoreCap Advisors, LLC	Shares	1.3KSH	$50.9K
38	SBI Securities Co., Ltd.	Shares	577SH	$22.8K
39	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	489SH	$19.4K
40	LANARK FINANCIAL, INC.	Shares	419SH	$16.6K
41	GAMMA Investing LLC	Shares	221SH	$8.7K
42	EVOLUTION WEALTH MANAGEMENT INC.	Shares	174SH	$6.9K
43	TRUST CO OF TOLEDO NA /OH/	Shares	115SH	$4.5K
44	SIGNATUREFD, LLC	Shares	68SH	$2.7K
45	ST GERMAIN D J CO INC	Shares	41SH	$1.6K
46	Roble, Belko & Company, Inc	Shares	50SH	$2

Manager changes2026-06-30 vs 2026-03-31

50 / 52 loaded

#		Instrument
1	a16z Perennial Management, L.P. new	Shares	+181.9K	+$7.2M	$7.2M
2	ALM First Financial Advisors, LLC added	Shares	+48.2K	+$3.9M	$11.1M
3	GC Wealth Management RIA, LLC new	Shares	+53.9K	+$2.1M	$2.1M
4	FSA Investment Group, LLC added	Shares	+31.9K	+$648.9K	$4.9M
5	ARMSTRONG ADVISORY GROUP, INC added	Shares	+4.4K	+$85.2K	$703.3K
6	LifeSteps Financial, Inc. new	Shares	+1.3K	+$52.2K	$52.2K
7	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+489	+$19.4K	$19.4K
8	EVOLUTION WEALTH MANAGEMENT INC. new	Shares	+174	+$6.9K	$6.9K
9	SBI Securities Co., Ltd. added	Shares	+197	+$5.3K	$22.8K
10	Roble, Belko & Company, Inc unchanged	Shares	0	$0	$2
11	ST GERMAIN D J CO INC unchanged	Shares	0	-$270	$1.6K
12	SIGNATUREFD, LLC trimmed	Shares	-3	-$568	$2.7K
13	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	-$759	$4.5K
14	GAMMA Investing LLC unchanged	Shares	0	-$1.5K	$8.7K
15	LANARK FINANCIAL, INC. added	Shares	+4	-$2.6K	$16.6K
16	Princeton Global Asset Management LLC exited	Shares	-67	-$3.1K	$0
17	CoreCap Advisors, LLC added	Shares	+41	-$6.6K	$50.9K
18	B. Riley Wealth Advisors, Inc. added	Shares	+155	-$22.5K	$236.4K
19	Sound Income Strategies, LLC exited	Shares	-575	-$27.0K	$0
20	SAPIENT CAPITAL LLC unchanged	Shares	0	-$36.9K	$220.9K
21	IFP Advisors, Inc unchanged	Shares	0	-$38.0K	$227.9K
22	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+230	-$38.9K	$358.6K
23	Castle Rock Wealth Management, LLC unchanged	Shares	0	-$43.7K	$277.6K
24	J.E. Simmons & Co., P.C. added	Shares	+400	-$44.0K	$374.2K
25	Comprehensive Financial Consultants Institutional, Inc. unchanged	Shares	0	-$57.3K	$343.4K
26	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC trimmed	Shares	-48	-$61.0K	$352.0K
27	Blue Trust, Inc. trimmed	Shares	-303	-$65.3K	$307.3K
28	Kraft, Davis & Associates, LLC unchanged	Shares	0	-$69.8K	$510.9K
29	Redhawk Wealth Advisors, Inc. unchanged	Shares	0	-$72.8K	$436.0K
30	CLG LLC unchanged	Shares	0	-$79.2K	$474.4K
31	HBW ADVISORY SERVICES LLC trimmed	Shares	-700	-$79.5K	$282.7K
32	FLYNN ZITO CAPITAL MANAGEMENT, LLC unchanged	Shares	0	-$96.6K	$578.6K
33	EHRLICH FINANCIAL GROUP trimmed	Shares	-330	-$102.5K	$522.6K
34	Tactive Advisors, LLC trimmed	Shares	-48	-$108.8K	$638.5K
35	Wealthcare Advisory Partners LLC trimmed	Shares	-1.1K	-$109.6K	$340.4K
36	Reyes Financial Architecture, Inc. trimmed	Shares	-2.1K	-$123.9K	$174.0K
37	EQ LLC added	Shares	+392	-$159.2K	$1.1M
38	LexAurum Advisors, LLC added	Shares	+147	-$182.6K	$1.1M
39	Marathon Strategic Advisors, LLC exited	Shares	-4.6K	-$212.8K	$0
40	Financial Guidance Group, Inc. trimmed	Shares	-890	-$225.7K	$1.1M
41	INVESTMENT MANAGEMENT CORP /VA/ /ADV exited	Shares	-4.9K	-$227.2K	$0
42	Fairvoy Private Wealth, LLC exited	Shares	-5.0K	-$228.4K	$0
43	INSPIRION WEALTH ADVISORS, LLC added	Shares	+600	-$233.4K	$1.6M
44	SeaCrest Wealth Management, LLC exited	Shares	-5.2K	-$237.6K	$0
45	Mason & Associates Inc added	Shares	+13.4K	-$421.4K	$8.2M
46	Pacific Excel Wealth Advisors, Inc. exited	Shares	-14.4K	-$662.0K	$0
47	PFG Advisors trimmed	Shares	-15.5K	-$749.5K	$203.1K
48	Columbus Macro, LLC added	Shares	+5.3K	-$1.4M	$9.9M
49	Farther Finance Advisors, LLC trimmed	Shares	-27.4K	-$1.4M	$774.0K
50	BRANDYWINE OAK PRIVATE WEALTH LLC added	Shares	+22.0K	-$2.0M	$17.9M

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