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DKM Wealth Management’s ASA Gold and Precious Metals ASA Stock Holding History

DKM Wealth Management’s Portfolio ASA Stock Details ASA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$223K Hold
4,001
– – 0.14% 56
2026
Q2 		$208K Hold
4,001
– – 0.14% 55
2026
Q1 		$248K Hold
4,001
– – 0.18% 52
2025
Q4 		$239K Buy
+4,001
New +$203K 0.18% 54

Other funds holding ASA

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

DKM Wealth Management's ASA Position: Q3 2026 in Review

DKM Wealth Management held its ASA Gold and Precious Metals (ASA) position steady in Q3 2026 at 4,001 shares worth $223K. The position accounts for 0.14% of the portfolio, ranked #56.

DKM Wealth Management first reported a position in ASA in Q4 2025 and has held it in 4 quarters since. The position peaked at $248K in Q1 2026. 9 funds tracked by Wall St. Rank hold ASA as of Q3 2026.

  • DKM Wealth Management held 4,001 shares of ASA Gold and Precious Metals worth $223K as of Q3 2026.
  • DKM Wealth Management left its ASA Gold and Precious Metals share count unchanged in Q3 2026.
  • ASA Gold and Precious Metals made up 0.14% of DKM Wealth Management's portfolio in Q3 2026, its #56 holding.
  • DKM Wealth Management first reported a position in ASA Gold and Precious Metals in Q4 2025 and has held it in 4 quarters since.
  • DKM Wealth Management's ASA Gold and Precious Metals position peaked at $248K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held ASA Gold and Precious Metals as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.