
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT
- About
GraniteShares Gold Trust (BAR)



- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
07/08/2025: BAR (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 37.12% | Avg. Invested days 79 | Today’s Advisory WEAK BUY |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
![]() ![]() | ![]() ![]() |
Key Highlights
Volume (30-day avg) - | Beta 0.33 | 52 Weeks Range 22.93 - 34.04 | Updated Date 06/29/2025 |
52 Weeks Range 22.93 - 34.04 | Updated Date 06/29/2025 |
Upturn AI SWOT
GraniteShares Gold Trust
ETF Overview
Overview
GraniteShares Gold Trust (BAR) is designed to reflect the performance of the price of gold bullion, less the Trustu2019s expenses. It provides investors with a cost-effective and convenient way to access the gold market.
Reputation and Reliability
GraniteShares is a relatively smaller ETF provider but focuses on niche commodity ETFs, particularly those tracking precious metals. Their reputation is growing in the specialty ETF space.
Management Expertise
The management team consists of experienced professionals in the ETF and commodity sectors, overseeing the trust's operations and ensuring accurate tracking of the gold price.
Investment Objective
Goal
To reflect the performance of the price of gold bullion, less the Trustu2019s expenses.
Investment Approach and Strategy
Strategy: The ETF aims to provide direct exposure to gold by holding physical gold bullion. It doesn't employ leverage or derivatives.
Composition The ETF holds physical gold bullion stored in London under the custody of ICBC Standard Bank.
Market Position
Market Share: Relatively small market share compared to larger, more established gold ETFs.
Total Net Assets (AUM): 1172000000
Competitors
Key Competitors
- GLD
- IAU
- SGOL
Competitive Landscape
The gold ETF market is dominated by GLD and IAU. BAR offers a lower expense ratio than GLD, potentially attracting cost-conscious investors. Disadvantages include a lower trading volume compared to the giants.
Financial Performance
Historical Performance: Reflects the performance of gold, varying with market fluctuations. Data must be sourced from financial sites.
Benchmark Comparison: Should closely track the spot price of gold; deviations may indicate tracking errors or expense impacts.
Expense Ratio: 0.1749
Liquidity
Average Trading Volume
The average trading volume is moderate but significantly lower than GLD and IAU, affecting ease of entry and exit.
Bid-Ask Spread
The bid-ask spread is generally tight, but can widen during periods of low trading volume.
Market Dynamics
Market Environment Factors
Influenced by factors like interest rates, inflation, geopolitical events, and currency fluctuations.
Growth Trajectory
Growth depends on investor sentiment towards gold as a safe-haven asset and an inflation hedge. No recent strategic shifts.
Moat and Competitive Advantages
Competitive Edge
BAR's lower expense ratio compared to GLD provides a slight cost advantage. This attracts investors looking for inexpensive ways to gain gold exposure. It focuses solely on physical gold backing. However, its brand recognition and trading volume lag significantly behind the larger competitors. Its main challenge is to grow AUM and trading volume to further enhance liquidity.
Risk Analysis
Volatility
Volatility mirrors gold's price swings, influenced by global economic and political uncertainty.
Market Risk
Gold prices can be volatile, and the ETF's performance is directly tied to gold's market risk; it offers no diversification beyond gold.
Investor Profile
Ideal Investor Profile
Suitable for investors seeking direct exposure to gold as a hedge against inflation or economic uncertainty. Also those wanting to diversify portfolio with precious metals.
Market Risk
Best for long-term investors or tactical asset allocators looking for a store of value, rather than active traders, although can be used for trading purposes.
Summary
GraniteShares Gold Trust (BAR) offers a cost-effective way to invest in gold by holding physical bullion. Its lower expense ratio is a key selling point. However, it has a small market share and lower trading volume compared to industry leaders. Investors should consider BAR for its expense advantage when seeking gold exposure. It is designed for those using gold as a store of value during uncertain economic times.
Peer Comparison
Sources and Disclaimers
Data Sources:
- GraniteShares Official Website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About GraniteShares Gold Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The investment seeks to reflect generally the performance of the price of gold. The Shares are intended to constitute a simple and cost-effective means of making an investment similar to an investment in gold.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.