Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans GraniteShares Gold Trust comprennent Advyzon Investment Management, LLC, Maridea Wealth Management LLC, Ausdal Financial Partners, Inc., Defined Financial Planning LLC, IHT Wealth Management, LLC, Quadrature Capital Ltd, Reyes Financial Architecture, Inc., Evoke Wealth, Llc, Avantax Advisory Services, Inc., Archer Investment Corp, National Bank Of Canada /fi/, et Trust Co Of Toledo Na /oh/ .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Brendel Financial Advisors LLC | 151 280 | 1,04 | 5 | 0,00 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 322 782 | 10 536 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 20 651 | 2,38 | 674 | 8,20 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 97 126 | 0,62 | 3 110 | 4,47 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 437 | 22,61 | 47 | 27,78 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 158 366 | 45,66 | 5 169 | 54,16 | ||||
| 2025-08-28 | 13F | China Universal Asset Management Co., Ltd. | 303 000 | 12,64 | 9 890 | 19,22 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 6 277 | 205 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 15 707 | 513 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 276 | 9 | ||||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 10 630 | 347 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 813 | 6,01 | ||||||
| 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 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 17 239 | 15,40 | 563 | 22,17 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 77 228 | 1,49 | 2 521 | 7,42 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 273 161 | 22,26 | 8 916 | 29,39 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 28 536 | 22,91 | 931 | 30,03 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 45 365 | 13,37 | 1 481 | 19,94 | ||||
| 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 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 9 034 | 31,35 | 295 | 38,68 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 16 907 | 562 | ||||||
| 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 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 7 750 | 3,68 | 253 | 9,57 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 14 830 | 8,67 | 484 | 15,24 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5 077 | 7,02 | 166 | 13,01 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 16 021 | 523 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 115 | 4 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3 135 | 11,29 | 102 | 18,60 | ||||
| 2025-04-28 | NP | MPAY - Akros Monthly Payout ETF | 5 875 | 7,35 | 166 | 15,38 | ||||
| 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 | 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 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 41 930 | 1 377 | ||||||
| 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 | Nbc Securities, Inc. | 466 | 112,79 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 216 038 | 1,56 | 7 | 16,67 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 120 517 | 12,23 | 3 934 | 18,79 | ||||
| 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 | ||||||
| 2025-08-18 | 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 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 159 074 | 39,79 | 5 192 | 47,96 | ||||
| 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 |
