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

IHT 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
2018 Q4	–	Sell	-12,934	Closed	-$115K	–	477
2018 Q3	$115K	Sell	12,934 -622	-5%	-$5.8K	0.02%	412
2018 Q2	$138K	Sell	13,556 -215	-2%	-$2.26K	0.04%	394
2018 Q1	$144K	Sell	13,771 -1,933	-12%	-$21.1K	0.04%	407
2017 Q4	$180K	Sell	15,704 -736	-4%	-$8.37K	0.05%	368
2017 Q3	$199K	Sell	16,440 -499	-3%	-$5.95K	0.08%	247
2017 Q2	$38	Sell	16,939 -178	-1%	-$2.14K	0.02%	581
2017 Q1	$212K	Hold	17,117	–	–	0.14%	169
2016 Q4	$195K	Buy	+17,117	New	+$207K	0.15%	159

Other funds holding ASA

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

WS Management Jacksonville, Florida $1.13B AUM 53.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Ionic Capital Management New York $1.37B AUM 48.26% 1-Year Est. Return

Point View Wealth Management Summit, New Jersey $246M AUM 10.77% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return