Creative Planning
AAU

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 – 4376
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
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.29B AUM 125.26% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return