LGWM
USAS

Litman Gregory Wealth Management’s Americas Gold and Silver USAS Stock Holding History

Litman Gregory Wealth Management’s Portfolio USAS Stock Details USAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-158
Closed -$1K – 180
2021
Q1 		$1K Hold
158
– – ﹤0.01% 189
2020
Q4 		$1K Hold
158
– – ﹤0.01% 190
2020
Q3 		$1K Hold
158
– – ﹤0.01% 205
2020
Q2 		$1K Hold
158
– – ﹤0.01% 171
2020
Q1 		$1K Hold
158
– – ﹤0.01% 163
2019
Q4 		$1K Hold
158
– – ﹤0.01% 205
2019
Q3 		$1K Hold
158
– – ﹤0.01% 215
2019
Q2 		$1K Buy
+158
New +$718 ﹤0.01% 235

Other funds holding USAS

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MI
Merk Investments Menlo Park, California $368M AUM 152.26% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
OPU
Omni Partners US Irvine, California $1.95B AUM
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Litman Gregory Wealth Management's USAS Position: Q2 2021 in Review

Litman Gregory Wealth Management sold out of Americas Gold and Silver (USAS) in Q2 2021, closing a stake of 158 shares — an estimated $1K sold.

Litman Gregory Wealth Management first reported a position in USAS in Q2 2019 and held it in 8 quarters. The position peaked at $1K in Q1 2021. 48 funds tracked by Wall St. Rank hold USAS as of Q2 2021.

  • Litman Gregory Wealth Management reported no remaining Americas Gold and Silver position as of Q2 2021 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 158 Americas Gold and Silver shares in Q2 2021, an estimated $1K.
  • Litman Gregory Wealth Management first reported a position in Americas Gold and Silver in Q2 2019 and held it in 8 quarters.
  • Litman Gregory Wealth Management's Americas Gold and Silver position peaked at $1K in Q1 2021.
  • 48 funds tracked by Wall St. Rank held Americas Gold and Silver as of Q2 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.