LWANC
ASA

Laurel Wealth Advisors (North Carolina)’s ASA Gold and Precious Metals ASA Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q2 		– Sell
-1,000
Closed -$30.1K – 226
2025
Q1 		$30.1K Hold
1,000
– – ﹤0.01% 364
2024
Q4 		$20.2K Buy
+1,000
New +$20.8K ﹤0.01% 413

Other funds holding ASA

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $34B AUM 40.73% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $54B AUM 23.5% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s ASA Position: Q2 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of ASA Gold and Precious Metals (ASA) in Q2 2025, closing a stake of 1,000 shares — an estimated $30.1K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in ASA in Q4 2024 and held it in 2 quarters. The position peaked at $30.1K in Q1 2025. 63 funds tracked by Wall St. Rank hold ASA as of Q2 2025.

  • Laurel Wealth Advisors (North Carolina) reported no remaining ASA Gold and Precious Metals position as of Q2 2025 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1,000 ASA Gold and Precious Metals shares in Q2 2025, an estimated $30.1K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in ASA Gold and Precious Metals in Q4 2024 and held it in 2 quarters.
  • Laurel Wealth Advisors (North Carolina)'s ASA Gold and Precious Metals position peaked at $30.1K in Q1 2025.
  • 63 funds tracked by Wall St. Rank held ASA Gold and Precious Metals as of Q2 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2025, filed 12 Aug 2025.