Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GRANITESHARES GOLD TR (BAR)

158 + Investors. Track Smart Money conviction in BAR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
4Q ▲
Buyers last Q
46%

Smart Money Signals — BAR

Based on 158 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added BAR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
158 hedge funds hold BAR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +34% more funds vs a year ago

fund count last 6Q
+40 new funds entered over the past year (+34% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 46% buying

62 buying72 selling
Last quarter: 72 funds reduced or exited vs 62 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 22 → 17 → 31 → 22. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 23% medium ■ 27% new
79 out of 158 hedge funds have held BAR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +39% but shares only +23% — price-driven

Value
+38%
Shares
+22%
Last quarter: the total dollar value of institutional holdings rose +39%, but actual share count only changed +23%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

15 → 22 → 17 → 31 → 22 new funds/Q
New funds entering each quarter: 22 → 17 → 31 → 22. A growing number of institutions are discovering BAR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 13% 1-2yr ■ 30% new
Of 158 current holders: 91 (58%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
14 of 158 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in BAR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: BAR

How many hedge funds hold BAR — quarterly history vs. share price
Quarterly hedge fund ownership of BAR vs. share price

Market Analysis: BAR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BAR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 6 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: BAR
2026 Q1 Stats Unlock in 14 days 158 + Investors

Track Smart Money conviction in BAR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 158 149 6.04%
13F Shares 19M 15M 22.85%
Total Value $808M $582M 38.86%
New Positions 22 31 -9
Increased Positions 40 41 -1
Closed Positions 13 8 +5
Reduced Positions 59 46 +13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BAR

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

158 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BAR. Verified SEC 13F-HR filings.

Top 25 institutional holders of BAR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ETF Store, Inc. 5.20% 115,676 $5.3M
2 Clear Point Advisors Inc. 3.36% 93,884 $4.3M
3 Brendel Financial Advisors LLC 3.35% 146,753 $6.8M
4 Richard Bernstein Advisors LLC 2.88% 2,151,643 $99.3M
5 LAKE STREET PRIVATE WEALTH, LLC 2.39% 407,472 $18.8M
6 FSA Investment Group, LLC 1.72% 92,609 $4.3M
7 BRANDYWINE OAK PRIVATE WEALTH LLC 1.67% 430,687 $19.9M
8 Mason & Associates Inc 1.66% 192,912 $8.6M
9 Maridea Wealth Management LLC 1.55% 231,757 $10.7M
10 Cherry Creek Investment Advisors, Inc. 1.32% 65,800 $3.0M
11 ALM First Financial Advisors, LLC 1.29% 233,353 $7.2M
12 Columbus Macro, LLC 1.21% 244,650 $11.3M
13 CORE WEALTH ADVISORS, LLC 1.14% 32,227 $1.5M
14 China Universal Asset Management Co., Ltd. 1.06% 303,000 $14.0M
15 Semus Wealth Partners LLC 0.84% 32,611 $1.5M
16 DMC Group, LLC 0.76% 24,465 $1.1M
17 AMERICAN FINANCIAL & TAX STRATEGIES INC 0.70% 31,231 $1.4M
18 Financial Guidance Group, Inc. 0.54% 28,869 $1.3M
19 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.50% 208,685 $9.6M
20 BKM Wealth Management, LLC 0.48% 28,498 $1.3M
21 Crew Capital Management, Ltd 0.41% 13,307 $614K
22 EHRLICH FINANCIAL GROUP 0.36% 13,550 $625K
23 EQ LLC 0.34% 26,476 $1.2M
24 J.E. Simmons & Co., P.C. 0.28% 9,065 $418K
25 PATRON PARTNERS, LLC 0.27% 13,166 $607K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — GRANITESHARES GOLD TR (BAR)

What does the Smart Money Trend signal show for BAR?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added BAR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BAR?

More sellers than buyers — 46% buying: Last quarter: 72 funds reduced or exited vs 62 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BAR holders?

Elite ownership — 44% AUM from top-100 funds: 14 of 158 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in BAR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BAR?

50% of holders stayed for 2+ years: 79 out of 158 hedge funds have held BAR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.