Ritter Daniher Financial Advisory’s ASA Gold and Precious Metals ASA Stock Holding History

Ritter Daniher Financial Advisory’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	$26K	Hold	500	–	–	﹤0.01%	339
2026 Q1	$31K	Hold	500	–	–	0.01%	316
2025 Q4	$29.8K	Hold	500	–	–	0.01%	321
2025 Q3	$22.9K	Hold	500	–	–	﹤0.01%	277
2025 Q2	$15.8K	Hold	500	–	–	﹤0.01%	240
2025 Q1	$15.1K	Buy	+500	New	+$12.4K	﹤0.01%	231

Other funds holding ASA

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Ritter Daniher Financial Advisory's ASA Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its ASA Gold and Precious Metals (ASA) position steady in Q2 2026 at 500 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Ritter Daniher Financial Advisory first reported a position in ASA in Q1 2025 and has held it in 6 quarters since. The position peaked at $31K in Q1 2026. 10 funds tracked by Wall St. Rank hold ASA as of Q2 2026.

Ritter Daniher Financial Advisory held 500 shares of ASA Gold and Precious Metals worth $26K as of Q2 2026.
Ritter Daniher Financial Advisory left its ASA Gold and Precious Metals share count unchanged in Q2 2026.
ASA Gold and Precious Metals made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #339 holding.
Ritter Daniher Financial Advisory first reported a position in ASA Gold and Precious Metals in Q1 2025 and has held it in 6 quarters since.
Ritter Daniher Financial Advisory's ASA Gold and Precious Metals position peaked at $31K in Q1 2026.
10 funds tracked by Wall St. Rank held ASA Gold and Precious Metals as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.