Cherry Creek Investment Advisors, Inc. BAR — GRANITESHARES GOLD TR

Ownership history in Cherry Creek Investment Advisors, Inc.  ·  10 quarters on record

AI Ownership Summary

Cherry Creek Investment Advisors, Inc. reported GRANITESHARES GOLD TR (BAR) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.41% in 2025 Q4. The latest visible filing shows BAR at 1.03% 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.

What this BAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cherry Creek Investment Advisors, 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 Q2

BAR was reported at 1.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.41% 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 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.

BAR stock page Cherry Creek Investment Advisors, Inc. fund profile Cherry Creek Investment Advisors, Inc. full holdings
How Cherry Creek Investment Advisors, 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 65,919 +119 +0.2% 1.03% $2.6M 2026-07-30 $40.46
2026 Q1 REDUCED 15.2% -14.3% ✅ 65,800 -11,775 -15.2% 1.32% $3.0M 2026-04-30 $45.42
2025 Q4 REDUCED — — — 77,575 -371 -0.5% 1.41% $3.3M 2026-01-15 $45.37
2025 Q3 ADDED — — — 77,946 +718 +0.9% 1.28% $3.0M 2025-11-05 $39.27
2025 Q2 ADDED — — — 77,228 +1,134 +1.5% 1.18% $2.5M 2025-08-06 $33.25
2025 Q1 ADDED — — — 76,094 +1,660 +2.2% 1.22% $2.3M 2025-04-22 $33.30
2024 Q4 REDUCED 9.8% +19.1% ❌ 74,434 -8,068 -9.8% 0.95% $1.9M 2025-01-22 $27.21
2024 Q3 ADDED — — — 82,502 +1,475 +1.8% 1.11% $2.1M 2024-10-22 $27.13
2024 Q2 ADDED — — — 81,027 +4,193 +5.5% 0.97% $1.9M 2024-07-18 $24.13
2024 Q1 INITIATED — — — 76,834 — — 0.91% $1.7M 2024-04-23 $22.96

🏢 Other funds also holding BAR

As of 2026 Q2 — sorted by position size

ETF Store, Inc. 3Y 3.93% Clear Point Advisors Inc. 3.15% Brendel Financial Advisors LLC 3Y 7Y 2.69% ALM First Financial Advisors, LLC 3Y 1.88% LAKE STREET PRIVATE WEALTH, LLC 3Y 7Y 1.85% FSA Investment Group, LLC 1.6% Capital Advisor Network LLC 1.44% BRANDYWINE OAK PRIVATE WEALTH LLC 3Y 7Y 1.36% Mason & Associates Inc 3Y 1.32% Columbus Macro, LLC 3Y 7Y 0.96%

FAQ About Cherry Creek Investment Advisors, 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 Cherry Creek Investment Advisors, Inc. reported owning BAR?

Cherry Creek Investment Advisors, Inc. reported BAR across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BAR position in Cherry Creek Investment Advisors, Inc.'s portfolio?

The largest reported portfolio weight for BAR was 1.41% in 2025 Q4.

What is the latest reported BAR position on this page?

The most recent filing on this page is 2026 Q2, when Cherry Creek Investment Advisors, Inc. reported 65,919 shares, equal to 1.03% of portfolio, with an estimated market value of $2.6M.

What does the chart on this BAR ownership page compare?

The chart compares Cherry Creek Investment Advisors, 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 Cherry Creek Investment Advisors, Inc. time their BAR position?

Based on 13F filing dates vs. subsequent BAR price moves, Cherry Creek Investment Advisors, Inc. correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on BAR relative to SPY over the holding period was +7.2%.

← Back to Cherry Creek Investment Advisors, Inc. Holdings