IA
ASA

IFP Advisors’s ASA Gold and Precious Metals ASA Stock Holding History

IFP Advisors’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
2023
Q3 		– Sell
-335
Closed -$4.98K – 3307
2023
Q2 		$4.98K Buy
+335
New +$5.41K ﹤0.01% 2546
2017
Q4 		– Sell
-100
Closed -$1K – 3802
2017
Q3 		$1K Hold
100
– – ﹤0.01% 3870
2017
Q2 		$0 Buy
+100
New +$1.2K ﹤0.01% 4070

Other funds holding ASA

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $8.7B AUM 29.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

IFP Advisors's ASA Position: Q3 2023 in Review

IFP Advisors sold out of ASA Gold and Precious Metals (ASA) in Q3 2023, closing a stake of 335 shares — an estimated $4.98K sold.

IFP Advisors first reported a position in ASA in Q2 2017 and held it in 3 quarters. The position peaked at $4.98K in Q2 2023. 52 funds tracked by Wall St. Rank hold ASA as of Q3 2023.

  • IFP Advisors reported no remaining ASA Gold and Precious Metals position as of Q3 2023 after selling out during the quarter.
  • IFP Advisors sold 335 ASA Gold and Precious Metals shares in Q3 2023, an estimated $4.98K.
  • IFP Advisors first reported a position in ASA Gold and Precious Metals in Q2 2017 and held it in 3 quarters.
  • IFP Advisors's ASA Gold and Precious Metals position peaked at $4.98K in Q2 2023.
  • 52 funds tracked by Wall St. Rank held ASA Gold and Precious Metals as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.