Creative Planning
GATO

Creative Planning’s Gatos Silver, Inc. GATO Stock Holding History

Creative Planning’s Portfolio GATO Stock Details GATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,558
Closed -$35.8K – 3793
2024
Q4 		$35.8K Buy
+2,558
New +$41.6K ﹤0.01% 3284

Other funds holding GATO

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Creative Planning's GATO Position: Q1 2025 in Review

Creative Planning sold out of Gatos Silver, Inc. (GATO) in Q1 2025, closing a stake of 2,558 shares — an estimated $35.8K sold.

Creative Planning first reported a position in GATO in Q4 2024 and held it in 1 quarter. The position peaked at $35.8K in Q4 2024. 3 funds tracked by Wall St. Rank hold GATO as of Q1 2025.

  • Creative Planning reported no remaining Gatos Silver, Inc. position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 2,558 Gatos Silver, Inc. shares in Q1 2025, an estimated $35.8K.
  • Creative Planning first reported a position in Gatos Silver, Inc. in Q4 2024 and held it in 1 quarter.
  • Creative Planning's Gatos Silver, Inc. position peaked at $35.8K in Q4 2024.
  • 3 funds tracked by Wall St. Rank held Gatos Silver, Inc. as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.