SAG
ASA

SageView Advisory Group’s ASA Gold and Precious Metals ASA Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-501
Closed -$29.9K – 702
2025
Q4 		$29.9K Buy
+501
New +$25.4K ﹤0.01% 1288

Other funds holding ASA

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

SageView Advisory Group's ASA Position: Q1 2026 in Review

SageView Advisory Group sold out of ASA Gold and Precious Metals (ASA) in Q1 2026, closing a stake of 501 shares — an estimated $29.9K sold.

SageView Advisory Group first reported a position in ASA in Q4 2025 and held it in 1 quarter. The position peaked at $29.9K in Q4 2025. 77 funds tracked by Wall St. Rank hold ASA as of Q1 2026.

  • SageView Advisory Group reported no remaining ASA Gold and Precious Metals position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 501 ASA Gold and Precious Metals shares in Q1 2026, an estimated $29.9K.
  • SageView Advisory Group first reported a position in ASA Gold and Precious Metals in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's ASA Gold and Precious Metals position peaked at $29.9K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held ASA Gold and Precious Metals as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.