Grundlæggende statistik
Institutionelle ejere | 137 total, 137 long only, 0 short only, 0 long/short - change of 0,73% MRQ |
Gennemsnitlig porteføljeallokering | 0.3950 % - change of 8,28% MRQ |
Institutionelle aktier (lange) | 16.185.211 (ex 13D/G) - change of -0,93MM shares -5,41% MRQ |
Institutionel værdi (lang) | $ 508.841 USD ($1000) |
Institutionelt ejerskab og aktionærer
GraniteShares Gold Trust (US:BAR) har 137 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 16,185,211 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Richard Bernstein Advisors LLC, Envestnet Asset Management Inc, Royal Bank Of Canada, LPL Financial LLC, Rockefeller Capital Management L.P., Brandywine Oak Private Wealth Llc, Lake Street Financial Llc, Cetera Investment Advisers, and Advyzon Investment Management, LLC .
GraniteShares Gold Trust (ARCA:BAR) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of September 12, 2025 is 35,93 / share. Previously, on September 16, 2024, the share price was 25,49 / share. This represents an increase of 40,96% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-11 | 13F | Brendel Financial Advisors LLC | 151.280 | 1,04 | 5 | 0,00 | ||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 97.126 | 0,62 | 3.110 | 4,47 | ||||
2025-08-14 | 13F | Clg Llc | 12.000 | 0,00 | 392 | 5,68 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 228.073 | -11,65 | 7.444 | -6,49 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 158.366 | 45,66 | 5.169 | 54,16 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 6.277 | 205 | ||||||
2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 325 | 0,00 | 8 | -20,00 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 10.630 | 347 | ||||||
2025-08-11 | 13F | Semus Wealth Partners LLC | 33.384 | 0,00 | 1.090 | 5,83 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 663 | 34,21 | 22 | 40,00 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 10.021 | 1,25 | 327 | 7,21 | ||||
2025-08-12 | 13F | LPL Financial LLC | 646.000 | -5,11 | 21.085 | 0,43 | ||||
2025-07-16 | 13F | Patron Partners Advisors, Llc | 12.824 | -6,88 | 419 | -1,42 | ||||
2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 77.228 | 1,49 | 2.521 | 7,42 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 10.725 | 0,00 | 350 | 6,06 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 9.733 | 0,00 | 318 | 5,67 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 273.161 | 22,26 | 8.916 | 29,39 | ||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 45.365 | 13,37 | 1.481 | 19,94 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 11.467 | -18,64 | 0 | |||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-05-09 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F | Betterment LLC | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 11.227 | -3,69 | 366 | 1,95 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 155.100 | -72,29 | 5.062 | -70,67 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 7.863 | 0,00 | 257 | 5,79 | ||||
2025-08-15 | 13F | Morgan Stanley | 65.177 | -34,21 | 2.127 | -30,38 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 16.907 | 562 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 67.209 | -15,18 | 2.194 | -10,23 | ||||
2025-08-06 | 13F | Richard Bernstein Advisors LLC | 2.703.358 | -7,92 | 88.238 | -2,54 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 33.281 | 5,21 | 1.086 | 11,38 | ||||
2025-08-08 | 13F | Creative Planning | 14.576 | 64,09 | 476 | 73,99 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6.780 | 221 | ||||||
2025-07-23 | 13F | DMG Group, LLC | 11.840 | 23,49 | 386 | 30,85 | ||||
2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 485 | 0,00 | 16 | 7,14 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1.317 | 0,00 | 43 | 5,00 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 767.379 | -9,10 | 25.047 | -3,80 | ||||
2025-05-14 | 13F | Ieq Capital, Llc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Inscription Capital, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
2025-04-17 | 13F | Life Planning Partners, Inc | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 16.021 | 523 | ||||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 115 | 4 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 11.031 | 0,00 | 360 | 5,88 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 5.255 | -4,49 | 172 | 1,18 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 13.642 | -0,20 | 445 | 5,70 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 2.548 | 0,00 | 83 | 6,41 | ||||
2025-04-28 | NP | MPAY - Akros Monthly Payout ETF | 5.875 | 7,35 | 166 | 15,38 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | ASB Consultores, LLC | 7.584 | 248 | ||||||
2025-08-13 | 13F | Smith, Moore & Co. | 30.859 | 2,32 | 1.007 | 8,28 | ||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 198.800 | 6.489 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1.246 | 0,00 | 41 | 5,26 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 17.067 | -4,03 | 557 | 1,64 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 12.180 | 69,03 | 398 | 78,83 | ||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 6.789 | 2,40 | 222 | 8,33 | ||||
2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 77.820 | 4,31 | 2.540 | 10,43 | ||||
2025-08-13 | 13F | Cambria Investment Management, L.P. | 307.471 | -20,20 | 10.036 | -15,54 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 35 | 0,00 | 1 | 0,00 | ||||
2025-07-23 | 13F | Defined Financial Planning LLC | 41.930 | 1.377 | ||||||
2025-07-31 | 13F | WFA Asset Management Corp | 1.500 | 0,00 | 34 | 6,25 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Private Advisor Group, LLC | 14.960 | -3,11 | 488 | 2,52 | ||||
2025-08-07 | 13F | PFG Advisors | 18.352 | 0,00 | 599 | 6,02 | ||||
2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | Crew Capital Management, Ltd. | 10.493 | 342 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 147.624 | 0,28 | 4.818 | 6,15 | ||||
2025-07-08 | 13F | Ehrlich Financial Group | 16.066 | -5,93 | 524 | -0,38 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 15.627 | -3,76 | 510 | 2,00 | ||||
2025-08-14 | 13F | Comerica Bank | 8.797 | -2,66 | 287 | 3,24 | ||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 12.767 | 0,00 | 418 | -1,88 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 44.685 | -0,15 | 1 | 0,00 | ||||
2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 227.510 | 120,29 | 7.426 | 133,12 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 188.363 | 6.148 | ||||||
2025-05-12 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 230 | 8 | ||||||
2025-08-13 | 13F | Denver Wealth Management, Inc. | 16.307 | 1,91 | 532 | 7,91 | ||||
2025-08-14 | 13F | Fmr Llc | 3.708 | 48,02 | 121 | 57,14 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 145.013 | -5,87 | 4.733 | -0,38 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 445.034 | -1,12 | 14.526 | 4,65 | ||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 6.924 | 3,11 | 232 | 12,14 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 13.025 | 92,88 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 12.719 | -25,64 | 415 | -6,11 | ||||
2025-06-27 | NP | GMOM - Cambria Global Momentum ETF | 191.198 | -24,17 | 6.214 | -10,87 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 933 | 0,00 | 30 | 7,14 | ||||
2025-08-11 | 13F | Lake Street Financial Llc | 400.189 | -0,54 | 13.062 | 5,28 | ||||
2025-08-07 | 13F | Investment Management Corp /va/ /adv | 4.926 | 0,00 | 161 | 5,96 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 91 | 0,00 | 3 | 0,00 | ||||
2025-08-01 | 13F | American Financial & Tax Strategies Inc | 35.911 | -3,13 | 1.172 | 2,54 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 322.782 | 10.536 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 72.806 | -6,96 | 2.376 | -1,53 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 20.651 | 2,38 | 674 | 8,20 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1.437 | 22,61 | 47 | 27,78 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 34.317 | -38,67 | 1.120 | -35,07 | ||||
2025-06-27 | NP | TRTY - Cambria Trinity ETF | 66.732 | -23,27 | 2.169 | -9,82 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 890 | 0,00 | 29 | 7,41 | ||||
2025-08-28 | 13F | China Universal Asset Management Co., Ltd. | 303.000 | 12,64 | 9.890 | 19,22 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 37 | -99,24 | 1 | -99,33 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 8.695 | 0,00 | 284 | 5,60 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 118.636 | -1,00 | 4 | 0,00 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 15.707 | 513 | ||||||
2025-08-14 | 13F | UBS Group AG | 276 | 9 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 2.722 | 0,00 | 89 | 6,02 | ||||
2025-08-18 | 13F | Tactive Advisors, LLC | 20.115 | -31,60 | 657 | 1,71 | ||||
2025-08-05 | 13F | Huntington National Bank | 813 | 6,01 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
2025-05-14 | 13F | WCG Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 17.239 | 15,40 | 563 | 22,17 | ||||
2025-07-29 | 13F | BKM Wealth Management, LLC | 28.536 | 22,91 | 931 | 30,03 | ||||
2025-08-06 | 13F | ETF Store, Inc. | 119.727 | -1,50 | 3.908 | 4,24 | ||||
2025-08-12 | 13F | Archer Investment Corp | 923 | 30 | ||||||
2025-08-07 | 13F | Evoke Wealth, Llc | 10.612 | 346 | ||||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 149.864 | 5,00 | 4.892 | 11,13 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 12.204 | 0,00 | 398 | 5,85 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 16.074 | -49,87 | 525 | -46,96 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 338.427 | -6,90 | 11.046 | -1,46 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 9.034 | 31,35 | 295 | 38,68 | ||||
2025-07-25 | 13F | Cwm, Llc | 541 | 0,00 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 6.065 | 0,00 | 198 | 5,35 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 696.903 | -12,52 | 22.747 | -7,42 | ||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 439.760 | -9,47 | 14.354 | -4,19 | ||||
2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 8.687 | 0,00 | 284 | 5,99 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 83.329 | -33,67 | 2.720 | -29,81 | ||||
2025-05-08 | 13F | Us Bancorp \de\ | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 7.750 | 3,68 | 253 | 9,57 | ||||
2025-08-11 | 13F | Eq Llc | 27.493 | 0,00 | 897 | 5,90 | ||||
2025-08-04 | 13F | Atria Investments Llc | 20.679 | -2,61 | 675 | 3,06 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 14.830 | 8,67 | 484 | 15,24 | ||||
2025-08-14 | 13F | Financial Strategies Group, Inc. | 6.213 | -15,33 | 206 | -12,02 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 5.077 | 7,02 | 166 | 13,01 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 17.764 | 0,00 | 580 | 5,85 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 10.215 | -5,64 | 333 | 0,00 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 3.135 | 11,29 | 102 | 18,60 | ||||
2025-08-07 | 13F | Ibex Wealth Advisors | 35.905 | -69,97 | 1.172 | -68,24 | ||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 71.069 | 0,00 | 2.320 | 5,84 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | ALM First Financial Advisors, LLC | 233.353 | 0,00 | 7.245 | 5,83 | ||||
2025-03-25 | NP | DRRAX - BNY Mellon Global Real Return Fund Class A | 149.153 | -49,82 | 4.124 | -48,80 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 10.576 | 0,00 | 345 | 5,83 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 269.821 | -8,48 | 8.807 | -3,15 | ||||
2025-07-25 | 13F | Almanack Investment Partners, LLC. | 17.325 | -5,38 | 565 | 0,18 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 11.563 | 0,00 | 377 | 5,90 | ||||
2025-06-27 | NP | GAA - Cambria Global Asset Allocation ETF | 86.983 | 0,00 | 2.827 | 17,51 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 466 | 112,79 | 0 | |||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 104.755 | -14,10 | 3.419 | -9,07 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 216.038 | 1,56 | 7 | 16,67 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 11.134 | -29,39 | 363 | -25,31 | ||||
2025-07-31 | 13F | Mason & Associates Inc | 120.517 | 12,23 | 3.934 | 18,79 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 3.199.277 | -9,08 | 104.424 | -3,78 | ||||
2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 13.910 | -4,15 | 454 | 1,57 | ||||
2025-08-12 | 13F | Change Path, LLC | 7.021 | -0,13 | 229 | 6,02 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 159.074 | 39,79 | 5.192 | 47,96 | ||||
2025-07-29 | 13F | Financial Guidance Group, Inc. | 29.503 | -42,31 | 963 | -39,00 | ||||
2025-08-12 | 13F | TCTC Holdings, LLC | 1.517 | 0,00 | 50 | 6,52 |