PFGIA
ASA

Patriot Financial Group Insurance Agency’s ASA Gold and Precious Metals ASA Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-4,200
Closed -$261K – 495
2026
Q1 		$261K Buy
+4,200
New +$284K 0.01% 601
2022
Q3 		– Sell
-2,100
Closed -$31K – 497
2022
Q2 		$31K Hold
2,100
– – 0.01% 879
2022
Q1 		$47K Hold
2,100
– – 0.01% 794
2021
Q4 		$44K Hold
2,100
– – 0.01% 922
2021
Q3 		$40K Hold
2,100
– – 0.01% 933
2021
Q2 		$45K Hold
2,100
– – 0.01% 866
2021
Q1 		$42K Hold
2,100
– – 0.01% 820
2020
Q4 		$46K Buy
2,100
+100
+5% +$2.1K 0.01% 707
2020
Q3 		$43K Hold
2,000
– – 0.01% 575
2020
Q2 		$35K Hold
2,000
– – 0.01% 589
2020
Q1 		$21K Buy
2,000
+636
+47% +$8.13K 0.01% 647
2019
Q4 		$19K Hold
1,364
– – 0.01% 689
2019
Q3 		$16K Buy
+1,364
New +$17.1K 0.01% 694

Other funds holding ASA

UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
BB
Burford Brothers Dallas, Texas $272M AUM 26.98% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ASA Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of ASA Gold and Precious Metals (ASA) in Q2 2026, closing a stake of 4,200 shares — an estimated $261K sold.

Patriot Financial Group Insurance Agency first reported a position in ASA in Q3 2019 and held it in 13 quarters. The position peaked at $261K in Q1 2026. 25 funds tracked by Wall St. Rank hold ASA as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining ASA Gold and Precious Metals position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4,200 ASA Gold and Precious Metals shares in Q2 2026, an estimated $261K.
  • Patriot Financial Group Insurance Agency first reported a position in ASA Gold and Precious Metals in Q3 2019 and held it in 13 quarters.
  • Patriot Financial Group Insurance Agency's ASA Gold and Precious Metals position peaked at $261K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held ASA Gold and Precious Metals as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.