Tactive Advisors, LLC BAR GRANITESHARES GOLD TR

Ownership history in Tactive Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

Tactive Advisors, LLC reported GRANITESHARES GOLD TR (BAR) in 7 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.34% in 2024 Q1. The latest visible filing shows BAR at 0.16% 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 Tactive Advisors, 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 Q2

BAR was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 Tactive Advisors, LLC 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 Q2 REDUCED 16,152 -48 -0.3% 0.16% $638K 2026-07-09 $40.60
2026 Q1 REDUCED 34.5% -14.3% 16,200 -8,523 -34.5% 0.21% $747K 2026-04-16 $47.18
2025 Q4 ADDED 24,723 +6,071 +32.5% 0.31% $1.1M 2026-01-09 $44.42
2025 Q3 REDUCED 7.3% +12.2% 18,652 -1,463 -7.3% 0.20% $710K 2025-10-14 $40.82
2025 Q2 REDUCED 31.6% +15.7% 20,115 -9,295 -31.6% 0.21% $657K 2025-08-18 $32.86
2024 Q1 ADDED 29,410 +3,975 +15.6% 0.34% $646K 2024-06-04 $23.00
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Tactive Advisors, 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 Tactive Advisors, LLC reported owning BAR?

Tactive Advisors, LLC reported BAR across 6 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BAR position in Tactive Advisors, LLC's portfolio?

The largest reported portfolio weight for BAR was 0.34% in 2024 Q1.

What is the latest reported BAR position on this page?

The most recent filing on this page is 2026 Q2, when Tactive Advisors, LLC reported 16,152 shares, equal to 0.16% of portfolio, with an estimated market value of $638K.

What does the chart on this BAR ownership page compare?

The chart compares Tactive Advisors, 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.

How well did Tactive Advisors, LLC time their BAR position?

Based on 13F filing dates vs. subsequent BAR price moves, Tactive Advisors, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on BAR relative to SPY over the holding period was +1198.9%.

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