Creative Planning
AUMN

Creative Planning’s Golden Minerals Company AUMN Stock Holding History

Creative Planning’s Portfolio AUMN Stock Details AUMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-562
Closed -$9K – 2647
2021
Q1 		$9K Buy
+562
New +$10.8K ﹤0.01% 2488
2020
Q1 		– Sell
-1,243
Closed -$10K – 2121
2019
Q4 		$10K Sell
1,243
-1,890
-60% -$11.7K ﹤0.01% 1911
2019
Q3 		$19K Buy
+3,133
New +$20.3K ﹤0.01% 1861
2017
Q3 		– Sell
-480
Closed -$7K – 3827
2017
Q2 		$7K Buy
480
+391
+439% +$5.35K ﹤0.01% 3851
2017
Q1 		$1K Sell
89
-560
-86% -$9.12K ﹤0.01% 4523
2016
Q4 		$9K Buy
649
+560
+629% +$9.46K ﹤0.01% 3638
2016
Q3 		$2K Buy
89
+48
+117% +$1.02K ﹤0.01% 4276
2016
Q2 		$1K Hold
41
– – ﹤0.01% 4238
2016
Q1 		$0 Sell
41
-2
-5% -$17 ﹤0.01% 4572
2015
Q4 		$0 Buy
43
+2
+5% +$12 ﹤0.01% 4614
2015
Q3 		$0 Buy
+41
New +$320 ﹤0.01% 4370
2015
Q2 		– Sell
-98
Closed -$1K – 3132
2015
Q1 		$1K Hold
98
– – ﹤0.01% 4092
2014
Q4 		$1K Sell
98
-2
-2% -$29 ﹤0.01% 4021
2014
Q3 		$2K Buy
100
+40
+67% +$1.04K ﹤0.01% 3711
2014
Q2 		$2K Hold
60
– – ﹤0.01% 3547
2014
Q1 		$1K Buy
60
+18
+43% +$404 ﹤0.01% 3537
2013
Q4 		$1K Sell
42
-2
-5% -$32 ﹤0.01% 3237
2013
Q3 		$1K Sell
44
-16
-27% -$509 ﹤0.01% 3129
2013
Q2 		$2K Buy
+60
New +$2.58K ﹤0.01% 2855

Other funds holding AUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Creative Planning's AUMN Position: Q2 2021 in Review

Creative Planning sold out of Golden Minerals Company (AUMN) in Q2 2021, closing a stake of 562 shares — an estimated $9K sold.

Creative Planning first reported a position in AUMN in Q2 2013 and held it in 19 quarters. The position peaked at $19K in Q3 2019. 37 funds tracked by Wall St. Rank hold AUMN as of Q2 2021.

  • Creative Planning reported no remaining Golden Minerals Company position as of Q2 2021 after selling out during the quarter.
  • Creative Planning sold 562 Golden Minerals Company shares in Q2 2021, an estimated $9K.
  • Creative Planning first reported a position in Golden Minerals Company in Q2 2013 and held it in 19 quarters.
  • Creative Planning's Golden Minerals Company position peaked at $19K in Q3 2019.
  • 37 funds tracked by Wall St. Rank held Golden Minerals Company as of Q2 2021.

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