BAR β€” GRANITESHARES GOLD TR

Ownership history in Mason & Associates Inc  Β·  5 quarters on record

AI Ownership Summary

Mason & Associates Inc reported GRANITESHARES GOLD TR (BAR) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.37% in 2025 Q4. The latest visible filing shows BAR at 1.37% 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
2025 Q4

BAR was reported at 1.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.37% in 2025 Q4

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 2025 Q4

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 Mason & Associates Inc held BAR β€” position size vs. price
% of Fund (quarterly)    BAR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 171,185 +24,185 +16.5% 1.37% $7.3M 2026-02-14 (Est.) $49.59
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 β€” β€” 0.42% $1.8M 2025-01-14 $26.42

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 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

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

The largest reported portfolio weight for BAR was 1.37% in 2025 Q4.

What is the latest reported BAR position on this page?

The most recent filing on this page is 2025 Q4, when Mason & Associates Inc reported 171,185 shares, equal to 1.37% of portfolio, with an estimated market value of $7.3M.

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.

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