GRP
ASA

Global Retirement Partners’s ASA Gold and Precious Metals ASA Stock Holding History

Global Retirement Partners’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
2025
Q4 		$26.4K Sell
442
-233
-35% -$11.8K ﹤0.01% 2747
2025
Q3 		$30.9K Hold
675
– – ﹤0.01% 2169
2025
Q2 		$21.3K Buy
+675
New +$20.6K ﹤0.01% 2257
2024
Q4 		$6.92K Hold
342
– – ﹤0.01% 2535
2024
Q3 		$7.11K Hold
342
– – ﹤0.01% 2415
2024
Q2 		$6K Hold
342
– – ﹤0.01% 2532
2024
Q1 		$5.25K Hold
342
– – ﹤0.01% 2375
2023
Q4 		$5.07K Buy
+342
New +$4.86K ﹤0.01% 2320

Other funds holding ASA

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $57.4B AUM 26.91% 1-Year Est. Return

Global Retirement Partners's ASA Position: Q4 2025 in Review

Global Retirement Partners reduced its ASA Gold and Precious Metals (ASA) stake by 35% in Q4 2025, selling an estimated $11.8K and leaving 442 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2747.

Global Retirement Partners first reported a position in ASA in Q4 2023 and has held it in 8 quarters since. The position peaked at $30.9K in Q3 2025. 74 funds tracked by Wall St. Rank hold ASA as of Q4 2025.

  • Global Retirement Partners held 442 shares of ASA Gold and Precious Metals worth $26.4K as of Q4 2025.
  • Global Retirement Partners sold 233 ASA Gold and Precious Metals shares in Q4 2025, an estimated $11.8K.
  • ASA Gold and Precious Metals made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2747 holding.
  • Global Retirement Partners first reported a position in ASA Gold and Precious Metals in Q4 2023 and has held it in 8 quarters since.
  • Global Retirement Partners's ASA Gold and Precious Metals position peaked at $30.9K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held ASA Gold and Precious Metals as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.