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Upturn AI SWOT - About
GraniteShares Gold Trust (BAR)
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Upturn Advisory Summary
10/14/2025: BAR (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 71.8% | Avg. Invested days 93 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/14/2025 |
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
The GraniteShares Gold Trust (BAR) is designed to provide investors with a cost-effective and convenient way to invest in physical gold. It offers exposure to the price of gold bullion without the complexities of directly owning and storing gold.
Reputation and Reliability
GraniteShares is a relatively newer issuer in the ETF market, but it focuses on commodity-based ETFs. Its reputation is building around offering targeted exposure to specific commodities.
Management Expertise
The management team at GraniteShares has experience in financial markets and commodity investments.
Investment Objective
Goal
The primary goal of BAR is to reflect the performance of the price of gold, less the Trust's expenses.
Investment Approach and Strategy
Strategy: BAR aims to track the spot price of gold bullion.
Composition BAR holds physical gold bullion stored in secure vaults.
Market Position
Market Share: BAR holds a small market share compared to larger, more established gold ETFs.
Total Net Assets (AUM): 80287503
Competitors
Key Competitors
- GLD
- IAU
- SGOL
Competitive Landscape
The gold ETF market is dominated by GLD and IAU. BAR competes by offering lower expense ratios than some of its competitors, potentially attracting cost-conscious investors. However, its smaller size means it may have lower liquidity than GLD and IAU.
Financial Performance
Historical Performance: Historical performance mirrors the price fluctuations of gold. Consult financial data providers for specific returns across various time periods.
Benchmark Comparison: BAR aims to closely track the spot price of gold, so its performance should be highly correlated with gold's price movements.
Expense Ratio: 0.1749
Liquidity
Average Trading Volume
The average daily trading volume of BAR is moderately liquid, but lower than larger gold ETFs.
Bid-Ask Spread
The bid-ask spread is typically competitive, but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic uncertainty, inflation rates, interest rate policies, and geopolitical events all influence the price of gold and, consequently, BAR's performance.
Growth Trajectory
Growth depends on investor demand for gold as a safe-haven asset and awareness of BAR's lower expense ratio.
Moat and Competitive Advantages
Competitive Edge
BAR's competitive advantage lies primarily in its low expense ratio compared to some of the larger gold ETFs. This allows investors to gain exposure to gold at a reduced cost. The Trust offers a straightforward and transparent way to invest in gold, which appeals to investors seeking simplicity. The gold is physically held in vaults, providing tangible security and appealing to investors worried about synthetic or paper gold exposure. The lower cost can result in a slightly higher overall return assuming identical tracking.
Risk Analysis
Volatility
BAR's volatility is directly linked to the price volatility of gold, which can be significant during periods of economic or political uncertainty.
Market Risk
The primary market risk is the fluctuation in the price of gold, which can be influenced by a variety of factors beyond the ETF's control.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking exposure to gold as a hedge against inflation or economic uncertainty or as a diversifier within a broader portfolio.
Market Risk
BAR is suitable for long-term investors seeking to diversify their portfolios with gold exposure and active traders who use gold as a tactical investment.
Summary
The GraniteShares Gold Trust (BAR) provides a simple and cost-effective way to invest in physical gold. Its performance is closely tied to gold's price movements, making it suitable for investors seeking inflation protection or portfolio diversification. Its lower expense ratio is a key advantage, though its AUM and trading volume are smaller than the market leaders. Investors should consider its liquidity and expense ratio relative to other gold ETFs before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- GraniteShares Website
- Yahoo Finance
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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.
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