BAR GRANITESHARES GOLD TR

Ownership history in Evanson Asset Management, LLC  ·  19 quarters on record

AI Ownership Summary

Evanson Asset Management, LLC reported GRANITESHARES GOLD TR (BAR) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows BAR at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Evanson Asset Management, LLC's position in GRANITESHARES GOLD TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BAR was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Evanson Asset Management, LLC held BAR — position size vs. price
% of Fund (quarterly)    BAR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 11,083 0% 0.03% $511K 2026-04-08 $46.61
2025 Q4 REDUCED 11,083 -1,121 -9.2% 0.03% $471K 2026-01-12 $45.27
2025 Q3 UNCHANGED 12,204 0% 0.03% $464K 2025-10-14 $40.82
2025 Q2 UNCHANGED 12,204 0% 0.02% $398K 2025-07-15 $32.84
2025 Q1 UNCHANGED 12,204 0% 0.03% $376K 2025-04-22 $33.30
2024 Q4 UNCHANGED 12,204 0% 0.02% $316K 2025-01-16 $26.80
2024 Q3 UNCHANGED 12,204 0% 0.02% $317K 2024-10-07 $26.09
2024 Q2 UNCHANGED 12,204 0% 0.02% $280K 2024-07-12 $23.84
2024 Q1 UNCHANGED 12,204 0% 0.02% $268K 2024-04-12 $23.15
2023 Q4 UNCHANGED 12,204 0% 0.02% $249K 2024-01-18 $20.00
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Evanson Asset Management, LLC and BAR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Evanson Asset Management, LLC reported owning BAR?

Evanson Asset Management, LLC reported BAR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BAR position in Evanson Asset Management, LLC's portfolio?

The largest reported portfolio weight for BAR was 0.03% in 2026 Q1.

What is the latest reported BAR position on this page?

The most recent filing on this page is 2026 Q1, when Evanson Asset Management, LLC reported 11,083 shares, equal to 0.03% of portfolio, with an estimated market value of $511K.

What does the chart on this BAR ownership page compare?

The chart compares Evanson Asset Management, LLC's quarterly BAR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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