Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Graniteshares Gold Tr (BAR)

173 + Investors. Track Smart Money conviction in BAR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — BAR

Based on 173 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BAR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
173 hedge funds hold BAR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +32% more funds vs a year ago

fund count last 6Q
+42 new funds entered over the past year (+32% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 50% buying

79 buying80 selling
Last quarter: 79 funds bought or added vs 80 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~25 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 34 → 25 → 23 → 25. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 27% medium ■ 21% new
89 out of 173 hedge funds have held BAR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

18 → 34 → 25 → 23 → 25 new funds/Q
New funds entering each quarter: 34 → 25 → 23 → 25. BAR is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 55% veterans vs 35% newcomers

■ 55% veterans ■ 10% 1-2yr ■ 35% new
Entry-cohort mix of 173 holders: 95 (55%) are 2+ year veterans, 18 entered 1–2 years ago, and 60 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
18 of 173 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BAR

In 2026 Q2, 79 hedge funds were net buyers of BAR (25 opened a new position, 54 added to an existing one), while 80 reduced or exited (53 trimmed, 27 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 39% of total institutional value in BAR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 173.

Hedge Fund Ownership: BAR

How many hedge funds hold BAR — quarterly history vs. share price
Quarterly hedge fund ownership of BAR vs. share price

Market Analysis: BAR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BAR

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: BAR
173 + Investors

Track Smart Money conviction in BAR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 173 175 -1.14%
13F Shares 14M 16M -9.59%
Total Value $554M $719M -22.96%
New Positions 25 23 +2
Increased Positions 54 53 +1
Closed Positions 27 14 +13
Reduced Positions 53 56 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BAR

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Financial Highlights

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Institutional Holders (2026 Q2)

173 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BAR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BAR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ETF Store, Inc. 3.93% 118,926 $4.7M
2 Clear Point Advisors Inc. 3.15% 89,915 $3.6M
3 Brendel Financial Advisors LLC 2.69% 146,753 $5.8M
4 ALM First Financial Advisors, LLC 1.88% 281,590 $11.1M
5 Lake Street Private Wealth, LLC 1.85% 408,474 $16.1M
6 FSA Investment Group, LLC 1.60% 124,487 $4.9M
7 Capital Advisor Network LLC 1.44% 29,193 $1.2M
8 Brandywine Oak Private Wealth LLC 1.36% 452,642 $17.9M
9 Mason & Associates Inc 1.32% 206,312 $8.2M
10 Cherry Creek Investment Advisors, Inc. 1.03% 65,919 $2.6M
11 Columbus Macro, LLC 0.96% 250,000 $9.9M
12 Core Wealth Advisors, LLC 0.96% 32,937 $1.3M
13 Hanseatic Management Services Inc 0.79% 27,171 $1.1M
14 China Universal Asset Management Co., Ltd. 0.72% 303,000 $12.0M
15 DMC Group, LLC 0.70% 25,786 $1.0M
16 Semus Wealth Partners LLC 0.62% 32,231 $1.3M
17 Advyzon Investment Management, LLC 0.61% 211,478 $8.4M
18 a16z Perennial Management, L.P. 0.58% 181,946 $7.2M
19 American Financial & Tax Strategies Inc 0.56% 31,168 $1.2M
20 BKM Wealth Management, LLC 0.48% 34,540 $1.4M
21 Financial Guidance Group, Inc. 0.41% 27,979 $1.1M
22 Maridea Wealth Management LLC 0.40% 92,517 $3.7M
23 Veltria Advisors Corp. 0.38% 6,327 $250K
24 Compass Financial Management LLC 0.35% 73,413 $2.9M
25 Ausdal Financial Partners, Inc. 0.33% 216,245 $8.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Graniteshares Gold Tr (BAR)

What does the Smart Money Trend signal show for BAR?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BAR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BAR?

Slight buying edge — 50% buying: Last quarter: 79 funds bought or added vs 80 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BAR holders?

Strong quality — 39% AUM from major funds: 18 of 173 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BAR?

51% of holders stayed for 2+ years: 89 out of 173 hedge funds have held BAR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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