Atria Wealth Solutions’s ASA Gold and Precious Metals ASA Stock Holding History

Atria Wealth Solutions’s Portfolio ASA Stock Details ASA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$320K	Buy	10,145 +2,350	+30%	+$71.8K	0.01%	1122
2025 Q1	$235K	Buy	+7,795	New	+$193K	﹤0.01%	1622
2024 Q3	–	Sell	-62,453	Closed	-$1.1M	–	1922
2024 Q2	$1.1M	Buy	62,453 +11,603	+23%	+$204K	0.01%	858
2024 Q1	$781K	Sell	50,850 -3,250	-6%	-$47.3K	0.01%	1025
2023 Q4	$815K	Sell	54,100 -1,250	-2%	-$17.8K	0.01%	955
2023 Q3	$738K	Buy	55,350 +200	+0.4%	+$2.95K	0.01%	950
2023 Q2	$820K	Hold	55,150	–	–	0.01%	932
2023 Q1	$884K	Buy	55,150 +12,250	+29%	+$189K	0.01%	844
2022 Q4	$614K	Buy	42,900 +1,000	+2%	+$13.5K	0.01%	980
2022 Q3	$525K	Sell	41,900 -375	-0.9%	-$5.28K	0.01%	993
2022 Q2	$620K	Hold	42,275	–	–	0.01%	874
2022 Q1	$947K	Buy	+42,275	New	+$919K	0.02%	758

Other funds holding ASA

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return

Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $34B AUM 40.73% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Capstone Investment Advisors New York $54B AUM 23.5% 1-Year Est. Return

Atria Wealth Solutions's ASA Position: Q2 2025 in Review

Atria Wealth Solutions increased its ASA Gold and Precious Metals (ASA) stake by 30% in Q2 2025, buying an estimated $71.8K and bringing the position to 10,145 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #1122.

Atria Wealth Solutions first reported a position in ASA in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.1M in Q2 2024. 63 funds tracked by Wall St. Rank hold ASA as of Q2 2025.

Atria Wealth Solutions held 10,145 shares of ASA Gold and Precious Metals worth $320K as of Q2 2025.
Atria Wealth Solutions bought 2,350 ASA Gold and Precious Metals shares in Q2 2025, an estimated $71.8K.
ASA Gold and Precious Metals made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1122 holding.
Atria Wealth Solutions first reported a position in ASA Gold and Precious Metals in Q1 2022 and has held it in 12 quarters since.
Atria Wealth Solutions's ASA Gold and Precious Metals position peaked at $1.1M in Q2 2024.
63 funds tracked by Wall St. Rank held ASA Gold and Precious Metals as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.