IAA
ASA

Independent Advisor Alliance’s ASA Gold and Precious Metals ASA Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-25,102
Closed -$342K – 445
2019
Q4 		$342K Buy
+25,102
New +$312K 0.01% 646

Other funds holding ASA

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
WM
WS Management Jacksonville, Florida $1.13B AUM 53.44% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PVWM
Point View Wealth Management Summit, New Jersey $246M AUM 10.77% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Independent Advisor Alliance's ASA Position: Q1 2020 in Review

Independent Advisor Alliance sold out of ASA Gold and Precious Metals (ASA) in Q1 2020, closing a stake of 25,102 shares — an estimated $342K sold.

Independent Advisor Alliance first reported a position in ASA in Q4 2019 and held it in 1 quarter. The position peaked at $342K in Q4 2019. 63 funds tracked by Wall St. Rank hold ASA as of Q1 2020.

  • Independent Advisor Alliance reported no remaining ASA Gold and Precious Metals position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 25,102 ASA Gold and Precious Metals shares in Q1 2020, an estimated $342K.
  • Independent Advisor Alliance first reported a position in ASA Gold and Precious Metals in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's ASA Gold and Precious Metals position peaked at $342K in Q4 2019.
  • 63 funds tracked by Wall St. Rank held ASA Gold and Precious Metals as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.