NWMP
ASA

Noble Wealth Management PBC’s ASA Gold and Precious Metals ASA Stock Holding History

Noble Wealth Management PBC’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
2026
Q2 		$3.06M Sell
58,841
-15,556
-21% -$975K 1.37% 18
2026
Q1 		$4.61M Buy
74,397
+1,043
+1% +$70.5K 2.32% 5
2025
Q4 		$4.38M Buy
73,354
+27,987
+62% +$1.42M 2.2% 7
2025
Q3 		$2.08M Buy
+45,367
New +$1.64M 1.11% 26

Other funds holding ASA

FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return