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BAR
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GraniteShares Gold Trust (BAR)

Upturn stock ratingUpturn stock rating
$32.58
Last Close (24-hour delay)
Profit since last BUY21.57%
upturn advisory
WEAK BUY
BUY since 118 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
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Upturn Advisory Summary

07/08/2025: BAR (2-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 37.12%
Avg. Invested days 79
Today’s Advisory WEAK BUY
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 5.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 07/08/2025

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

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GraniteShares Gold Trust

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ETF Overview

overview logo 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.

reliability logo 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.

reliability logo 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

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.