Cardinal Point Capital Management’s ASA Gold and Precious Metals ASA Stock Holding History

Cardinal Point Capital Management’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
2026 Q2	$260K	Hold	5,000	–	–	0.01%	258
2026 Q1	$310K	Sell	5,000 -1,575	-24%	-$106K	0.02%	223
2025 Q4	$392K	Sell	6,575 -1,450	-18%	-$73.5K	0.03%	176
2025 Q3	$368K	Sell	8,025 -1,500	-16%	-$54.4K	0.03%	183
2025 Q2	$301K	Sell	9,525 -8,775	-48%	-$268K	0.02%	184
2025 Q1	$552K	Buy	+18,300	New	+$454K	0.05%	110

Other funds holding ASA

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Cardinal Point Capital Management's ASA Position: Q2 2026 in Review

Cardinal Point Capital Management held its ASA Gold and Precious Metals (ASA) position steady in Q2 2026 at 5,000 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #258.

Cardinal Point Capital Management first reported a position in ASA in Q1 2025 and has held it in 6 quarters since. The position peaked at $552K in Q1 2025. 11 funds tracked by Wall St. Rank hold ASA as of Q2 2026.

Cardinal Point Capital Management held 5,000 shares of ASA Gold and Precious Metals worth $260K as of Q2 2026.
Cardinal Point Capital Management left its ASA Gold and Precious Metals share count unchanged in Q2 2026.
ASA Gold and Precious Metals made up 0.01% of Cardinal Point Capital Management's portfolio in Q2 2026, its #258 holding.
Cardinal Point Capital Management first reported a position in ASA Gold and Precious Metals in Q1 2025 and has held it in 6 quarters since.
Cardinal Point Capital Management's ASA Gold and Precious Metals position peaked at $552K in Q1 2025.
11 funds tracked by Wall St. Rank held ASA Gold and Precious Metals as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.