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Upturn AI Summary
GraniteShares Gold Trust(BAR)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BAR
09/25/2026: BAR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
GraniteShares Gold Trust (BAR) provides investors with direct, cost-effective exposure to the price of physical gold bullion. Its main strengths lie in its highly competitive expense ratio and strong liquidity, making it an efficient vehicle for those seeking a store of value. It serves primarily as a tactical or strategic hedge within a diversified portfolio to offset inflation and geopolitical risk. Investors should be aware of the risks associated with single-commodity concentration, the lack of yield, and sensitivity to interest rate changes. It is best suited for medium-to-long-term investors who monitor macroeconomic trends and the US Dollar, given their direct impact on gold prices.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | Gold is a non-yielding asset that lacks the earnings-driven growth potential of equities. |
| Momentum investor | Strong fit while signal remains positive | Gold often exhibits strong, sustained price trends during periods of market uncertainty or currency devaluation. |
| Value investor | Mixed fit | Gold acts as a defensive store of value rather than a value investment with intrinsic cash-flow metrics. |
| Dividend/Income investor | Weak fit | Physical gold ETFs like BAR do not generate income or pay dividends. |
| Low-risk investor | Mixed fit | While gold is a safe-haven asset, its price volatility can be significant, potentially conflicting with low-risk objectives. |
Investor Profile
Ideal Investor Profile
Investors seeking to hedge against inflation, protect against geopolitical risk, or diversify their portfolio with a non-correlated asset.
Suitability
BAR is best suited for long-term investors looking for a cost-effective way to hold gold as a strategic allocation, though it can also be used by tactical traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Gold prices can experience sharp movements based on geopolitical events and economic data. |
| Market risk | Medium | The value is entirely dependent on the fluctuating global market price of gold. |
| Concentration | High | The fund is 100% concentrated in a single commodity, lacking the diversification of a broad portfolio. |
| Tracking/expense | Low | The fund maintains a low expense ratio and tracks the price of gold very accurately. |
| Liquidity | Low | Trading volume is robust, ensuring ease of buying and selling. |
| Business/sector quality | Low / none | There is no business model risk as the fund simply holds physical assets. |
Risk Analysis
Volatility
BAR exhibits moderate to high volatility typical of commodities, dictated by global gold market sentiment.
Market Risk
The primary risk is the fluctuation in the global spot price of gold, influenced by economic, political, and monetary factors.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Commodity | Physical Gold Bullion | 99.8 | This represents the physical gold held in vaults, providing direct exposure to gold spot price movements. |
| Cash/collateral | Cash and Cash Equivalents | 0.2 | A small cash buffer is maintained for administrative costs and operational liquidity. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type ETF | Historic Profit 74.39% | Avg. Invested days 87 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/25/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 27, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $1.39B |
| Issuer | Graniteshares |
| Expense Ratio | 0.17500000000000002% |
| Distribution Yield | 0% |
| Inception | Aug 23, 2017 |
Performance
| Period | Total Return |
|---|---|
| YTD | +1.06% |
| 1 Year | +16.24% |
| 3 Year | +31.14% |
| 5 Year | +19.60% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 29.74% |
| 3Y Volatility | 19.49% |
| 3Y Sharpe Ratio | 1.33 |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Holdings Turnover | 0.0% |
| Distribution Yield | 0% |
Top Holdings
| Holding | Weight |
|---|---|
| GOLD TRUST | 100.00% |
| Physical Gold Bullion | 100.00% |
Upturn AI Summary
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.
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