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GraniteShares Gold Trust (BAR)
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Upturn Advisory Summary
04/01/2025: 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.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 32.32% | Avg. Invested days 63 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 903252 | Beta 0.23 | 52 Weeks Range 22.51 - 30.94 | Updated Date 04/2/2025 |
52 Weeks Range 22.51 - 30.94 | Updated Date 04/2/2025 |
Upturn AI SWOT
GraniteShares Gold Trust
ETF Overview
Overview
GraniteShares Gold Trust (BAR) provides investors with exposure to the daily price movement of gold bullion. It aims to reflect the performance of the price of gold, less the Trust's expenses. The trust holds physical gold bars and is designed for investors seeking a simple and cost-effective way to invest in gold.
Reputation and Reliability
GraniteShares is a relatively smaller ETF provider known for offering commodity-based and alternative ETFs. While not as established as larger firms, they are considered reliable in their specific niche.
Management Expertise
The management team focuses on providing access to commodity markets through straightforward ETF structures.
Investment Objective
Goal
To reflect the performance of the price of gold, less the Trust's expenses.
Investment Approach and Strategy
Strategy: The fund physically holds gold bullion to track the spot price of gold.
Composition The ETF holds physical gold bars in vaults.
Market Position
Market Share: BAR has a moderate market share within the gold ETF market.
Total Net Assets (AUM): 2048930000
Competitors
Key Competitors
- GLD
- IAU
- SGOL
Competitive Landscape
The gold ETF market is dominated by GLD and IAU. BAR competes by offering a lower expense ratio compared to GLD, attempting to attract cost-conscious investors. Advantages of BAR include its lower expense ratio, but it faces the disadvantage of having lower liquidity and AUM compared to the larger, more established players.
Financial Performance
Historical Performance: Historical performance mirrors the price of gold, fluctuating with market conditions. See financial websites for performance numbers.
Benchmark Comparison: The ETF's performance closely tracks the spot price of gold, aiming to minimize tracking error.
Expense Ratio: 0.1749
Liquidity
Average Trading Volume
The average trading volume of BAR is moderate, potentially resulting in wider spreads compared to higher-volume ETFs.
Bid-Ask Spread
The bid-ask spread is typically wider than that of larger gold ETFs like GLD due to the relatively lower trading volume.
Market Dynamics
Market Environment Factors
Economic uncertainty, inflation, interest rates, and geopolitical events significantly influence the price of gold and, therefore, BAR's performance.
Growth Trajectory
Growth depends on investor demand for gold as a safe haven asset and inflation hedge; trends typically mirror economic cycles and broader market sentiment.
Moat and Competitive Advantages
Competitive Edge
BAR's competitive edge lies primarily in its lower expense ratio compared to some of its larger competitors, such as GLD. This makes it an attractive option for cost-conscious investors looking for exposure to gold. While not unique in its strategy of holding physical gold, the lower cost can be a significant advantage, especially for long-term holdings. However, BAR is not first in the market share.
Risk Analysis
Volatility
BAR's volatility is directly related to the volatility of gold prices, which can be influenced by macroeconomic factors and investor sentiment.
Market Risk
Market risk includes fluctuations in gold prices due to changes in interest rates, inflation, and overall economic conditions. There are also risks associated with storing and securing physical gold.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking a cost-effective way to gain exposure to gold as a hedge against inflation, currency devaluation, or economic uncertainty.
Market Risk
BAR is suitable for long-term investors looking to diversify their portfolio with a safe-haven asset, as well as active traders who speculate on short-term movements in gold prices.
Summary
GraniteShares Gold Trust (BAR) offers investors a cost-effective way to invest in gold bullion by physically holding gold bars. Its lower expense ratio compared to larger competitors makes it attractive for cost-conscious investors. However, it has lower AUM and liquidity than other gold ETFs. The ETF's performance directly mirrors the price of gold, influenced by economic factors and market sentiment.
Similar Companies
GLD
SPDR® Gold Shares
GLD
SPDR® Gold Shares
IAU
iShares Gold Trust
IAU
iShares Gold Trust
OUNZ
VanEck Merk Gold Trust
OUNZ
VanEck Merk Gold Trust
PHYS
Sprott Physical Gold Trust
PHYS
Sprott Physical Gold Trust
SGOL
abrdn Physical Gold Shares ETF
SGOL
abrdn Physical Gold Shares ETF
Sources and Disclaimers
Data Sources:
- ETF.com
- GraniteShares Official Website
- Yahoo Finance
Disclaimers:
The data 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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