IWC
ASA

Integrated Wealth Concepts’s ASA Gold and Precious Metals ASA Stock Holding History

Integrated Wealth Concepts’s Portfolio ASA Stock Details ASA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$487K Buy
15,429
+3,223
+26% +$102K ﹤0.01% 1293
2025
Q1 		$368K Sell
12,206
-6,168
-34% -$186K ﹤0.01% 1294
2024
Q4 		$372K Buy
+18,374
New +$372K ﹤0.01% 1257