Beacon Pointe Advisors’s ASA Gold and Precious Metals ASA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$727K Sell
2025
Q1
$778K Sell
2024
Q4
$574K Sell
2024
Q3
$669K Sell
2024
Q2
$593K Sell
2024
Q1
$545K Sell
2023
Q4
$544K Sell
2023
Q3
$504K Buy
2023
Q2
Sell
2023
Q1
$619K Buy