KFGG
ASA

Keystone Financial Group (Georgia)’s ASA Gold and Precious Metals ASA Stock Holding History

Keystone Financial Group (Georgia)’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
2025
Q4 		– Sell
-174
Closed -$7.96K – 137
2025
Q3 		$7.96K Hold
174
– – ﹤0.01% 111
2025
Q2 		$5.65K Hold
174
– – ﹤0.01% 127
2025
Q1 		$5.35K Hold
174
– – ﹤0.01% 128
2024
Q4 		$3.52K Buy
+174
New +$3.62K ﹤0.01% 136

Other funds holding ASA

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $57.4B AUM 26.91% 1-Year Est. Return

Keystone Financial Group (Georgia)'s ASA Position: Q4 2025 in Review

Keystone Financial Group (Georgia) sold out of ASA Gold and Precious Metals (ASA) in Q4 2025, closing a stake of 174 shares — an estimated $7.96K sold.

Keystone Financial Group (Georgia) first reported a position in ASA in Q4 2024 and held it in 4 quarters. The position peaked at $7.96K in Q3 2025. 74 funds tracked by Wall St. Rank hold ASA as of Q4 2025.

  • Keystone Financial Group (Georgia) reported no remaining ASA Gold and Precious Metals position as of Q4 2025 after selling out during the quarter.
  • Keystone Financial Group (Georgia) sold 174 ASA Gold and Precious Metals shares in Q4 2025, an estimated $7.96K.
  • Keystone Financial Group (Georgia) first reported a position in ASA Gold and Precious Metals in Q4 2024 and held it in 4 quarters.
  • Keystone Financial Group (Georgia)'s ASA Gold and Precious Metals position peaked at $7.96K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held ASA Gold and Precious Metals as of Q4 2025.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q4 2025, filed 16 Jan 2026.