Mason & Associates Inc BAR — GRANITESHARES GOLD TR

Ownership history in Mason & Associates Inc  ·  6 quarters on record

AI Ownership Summary

Mason & Associates Inc reported GRANITESHARES GOLD TR (BAR) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.66% in 2026 Q1. The latest visible filing shows BAR at 1.66% 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.

What this BAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mason & Associates Inc'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 1.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.66% 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
2024 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.

BAR stock page Mason & Associates Inc fund profile Mason & Associates Inc full holdings
How Mason & Associates Inc held BAR — position size vs. price
% of Fund (quarterly)    BAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 192,912 +21,727 +12.7% 1.66% $8.6M 2026-04-30 $45.42
2025 Q4 ADDED — — — 171,185 +24,185 +16.5% 1.37% $7.3M 2026-02-05 $47.38
2025 Q3 ADDED — — — 147,000 +26,483 +22.0% 1.13% $5.6M 2025-11-07 $39.46
2025 Q2 ADDED — — — 120,517 +13,133 +12.2% 0.91% $3.9M 2025-07-31 $32.44
2025 Q1 ADDED — — — 107,384 +38,562 +56.0% 0.82% $3.3M 2025-04-17 $32.75
2024 Q4 INITIATED — — — 68,822 — — 0.42% $1.8M 2025-01-14 $26.42

🏢 Other funds also holding BAR

As of 2026 Q1 — sorted by position size

ETF Store, Inc. 3Y 5.2% Clear Point Advisors Inc. 3.36% Brendel Financial Advisors LLC 3Y 7Y 3.35% Capital Advisor Network LLC 3.3% Richard Bernstein Advisors LLC 3Y 7Y 2.88% LAKE STREET PRIVATE WEALTH, LLC 3Y 7Y 2.39% Advyzon Investment Management, LLC 1.81% FSA Investment Group, LLC 1.72% BRANDYWINE OAK PRIVATE WEALTH LLC 3Y 7Y 1.67% Maridea Wealth Management LLC 1.55%

FAQ About Mason & Associates Inc and BAR

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

How long has Mason & Associates Inc reported owning BAR?

Mason & Associates Inc reported BAR across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BAR position in Mason & Associates Inc's portfolio?

The largest reported portfolio weight for BAR was 1.66% in 2026 Q1.

What is the latest reported BAR position on this page?

The most recent filing on this page is 2026 Q1, when Mason & Associates Inc reported 192,912 shares, equal to 1.66% of portfolio, with an estimated market value of $8.6M.

What does the chart on this BAR ownership page compare?

The chart compares Mason & Associates Inc'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.

How well did Mason & Associates Inc time their BAR position?

Based on 13F filing dates vs. subsequent BAR price moves, Mason & Associates Inc correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on BAR relative to SPY over the holding period was +67.6%.

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