Creative Planning’s Almaden Minerals Ltd AAU Stock Holding History

Creative Planning’s Portfolio AAU Stock Details AAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-13,500	Closed	-$7K	–	2663
2021 Q1	$7K	Hold	13,500	–	–	﹤0.01%	2504
2020 Q4	$6K	Buy	+13,500	New	+$11.8K	﹤0.01%	2256
2019 Q3	–	Sell	-15,550	Closed	-$9K	–	2132
2019 Q2	$9K	Buy	15,550 +550	+4%	+$288	﹤0.01%	1944
2019 Q1	$9K	Hold	15,000	–	–	﹤0.01%	1885
2018 Q4	$10K	Hold	15,000	–	–	﹤0.01%	1835
2018 Q3	$10K	Sell	15,000 -500	-3%	-$328	﹤0.01%	1992
2018 Q2	$11K	Buy	15,500 +5,500	+55%	+$4.25K	﹤0.01%	1946
2018 Q1	$8K	Buy	+10,000	New	+$9.01K	﹤0.01%	1946
2015 Q3	–	Sell	-36,000	Closed	-$30K	–	4374
2015 Q2	$30K	Buy	36,000 +500	+1%	+$424	﹤0.01%	1054
2015 Q1	$32K	Buy	35,500 +25,500	+255%	+$27K	﹤0.01%	2344
2014 Q4	$9K	Sell	10,000 -200	-2%	-$223	﹤0.01%	3198
2014 Q3	$14K	Buy	+10,200	New	+$14.7K	﹤0.01%	2760

Other funds holding AAU

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

TSS

Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Creative Planning's AAU Position: Q2 2021 in Review

Creative Planning sold out of Almaden Minerals Ltd (AAU) in Q2 2021, closing a stake of 13,500 shares — an estimated $7K sold.

Creative Planning first reported a position in AAU in Q3 2014 and held it in 12 quarters. The position peaked at $32K in Q1 2015. 26 funds tracked by Wall St. Rank hold AAU as of Q2 2021.

Creative Planning reported no remaining Almaden Minerals Ltd position as of Q2 2021 after selling out during the quarter.
Creative Planning sold 13,500 Almaden Minerals Ltd shares in Q2 2021, an estimated $7K.
Creative Planning first reported a position in Almaden Minerals Ltd in Q3 2014 and held it in 12 quarters.
Creative Planning's Almaden Minerals Ltd position peaked at $32K in Q1 2015.
26 funds tracked by Wall St. Rank held Almaden Minerals Ltd as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.