Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $321K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $108K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $19K | Sell |
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|
2017
Q1 | $57K | Buy |
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|
2016
Q4 | $26K | Sell |
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|
2016
Q3 | $42K | Buy |
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|
2016
Q2 | $36K | Buy |
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|
2016
Q1 | $9K | Sell |
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|
2015
Q4 | $10K | Sell |
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|
2015
Q3 | $14K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $24K | Buy |
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|
2014
Q4 | $15K | Sell |
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|
2014
Q3 | $23K | Hold |
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|
2014
Q2 | $28K | Sell |
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|
2014
Q1 | $28K | Buy |
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|
2013
Q4 | $24K | Hold |
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|
2013
Q3 | $26K | Hold |
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|
2013
Q2 | $25K | Buy |
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