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
2026 Q3	$24.7K	Hold	443	–	–	﹤0.01%	3217
2026 Q2	$23K	Buy	+443	New	+$27.8K	﹤0.01%	2979
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return

Quantedge Capital Singapore $921M AUM 33.11% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Landscape Capital Management Englewood, New Jersey $1.34B AUM 18.69% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.3B AUM 27.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Global Retirement Partners's ASA Position: Q3 2026 in Review

Global Retirement Partners held its ASA Gold and Precious Metals (ASA) position steady in Q3 2026 at 443 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3217.

Global Retirement Partners first reported a position in ASA in Q4 2023 and has held it in 10 quarters since. The position peaked at $30.9K in Q3 2025. 62 funds tracked by Wall St. Rank hold ASA as of Q3 2026.

Global Retirement Partners held 443 shares of ASA Gold and Precious Metals worth $24.7K as of Q3 2026.
Global Retirement Partners left its ASA Gold and Precious Metals share count unchanged in Q3 2026.
ASA Gold and Precious Metals made up ﹤0.01% of Global Retirement Partners's portfolio in Q3 2026, its #3217 holding.
Global Retirement Partners first reported a position in ASA Gold and Precious Metals in Q4 2023 and has held it in 10 quarters since.
Global Retirement Partners's ASA Gold and Precious Metals position peaked at $30.9K in Q3 2025.
62 funds tracked by Wall St. Rank held ASA Gold and Precious Metals as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.