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
2025
Q4 		$29.9K Buy
+501
New +$25.4K ﹤0.01% 1288

Other funds holding ASA

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $57.4B AUM 26.91% 1-Year Est. Return

SageView Advisory Group's ASA Position: Q4 2025 in Review

SageView Advisory Group opened a new position in ASA Gold and Precious Metals (ASA) in Q4 2025: 501 shares worth $29.9K. The stake represents ﹤0.01% of the portfolio and ranks #1288 among its holdings.

74 funds tracked by Wall St. Rank hold ASA as of Q4 2025.

  • SageView Advisory Group held 501 shares of ASA Gold and Precious Metals worth $29.9K as of Q4 2025.
  • ASA Gold and Precious Metals was a new SageView Advisory Group position in Q4 2025.
  • ASA Gold and Precious Metals made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1288 holding.
  • 74 funds tracked by Wall St. Rank held ASA Gold and Precious Metals as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.