Steward Partners Investment Advisory’s ASA Gold and Precious Metals ASA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $903K | Buy |
14,552
+307
| +2% | +$20.7K | ﹤0.01% | 1218 |
|
|
2025
Q4 | $850K | Buy |
14,245
+6,131
| +76% | +$311K | ﹤0.01% | 1150 |
|
|
2025
Q3 | $372K | Buy |
8,114
+862
| +12% | +$31.3K | ﹤0.01% | 1535 |
|
|
2025
Q2 | $229K | Buy |
7,252
+4,272
| +143% | +$130K | ﹤0.01% | 1695 |
|
|
2025
Q1 | $89.8K | Buy |
2,980
+1,673
| +128% | +$41.5K | ﹤0.01% | 2077 |
|
|
2024
Q4 | $26.4K | Buy |
1,307
+764
| +141% | +$15.9K | ﹤0.01% | 2647 |
|
|
2024
Q3 | $11.3K | Hold |
543
| – | – | ﹤0.01% | 2908 |
|
|
2024
Q2 | $9.52K | Hold |
543
| – | – | ﹤0.01% | 2837 |
|
|
2024
Q1 | $8.34K | Hold |
543
| – | – | ﹤0.01% | 2873 |
|
|
2023
Q4 | $8.18K | Hold |
543
| – | – | ﹤0.01% | 2785 |
|
|
2023
Q3 | $7.24K | Hold |
543
| – | – | ﹤0.01% | 2696 |
|
|
2023
Q2 | $8.07K | Hold |
543
| – | – | ﹤0.01% | 2642 |
|
|
2023
Q1 | $8.7K | Hold |
543
| – | – | ﹤0.01% | 2591 |
|
|
2022
Q4 | $7.77K | Hold |
543
| – | – | ﹤0.01% | 2614 |
|
|
2022
Q3 | $7K | Hold |
543
| – | – | ﹤0.01% | 2636 |
|
|
2022
Q2 | $8K | Hold |
543
| – | – | ﹤0.01% | 2587 |
|
|
2022
Q1 | $12K | Hold |
543
| – | – | ﹤0.01% | 2577 |
|
|
2021
Q4 | $11K | Sell |
543
-7,209
| -93% | -$150K | ﹤0.01% | 2553 |
|
|
2021
Q3 | $146K | Hold |
7,752
| – | – | ﹤0.01% | 1402 |
|
|
2021
Q2 | $167K | Sell |
7,752
-4,458
| -37% | -$101K | ﹤0.01% | 1676 |
|
|
2021
Q1 | $244K | Buy |
12,210
+643
| +6% | +$13.4K | ﹤0.01% | 1208 |
|
|
2020
Q4 | $253K | Hold |
11,567
| – | – | 0.01% | 975 |
|
|
2020
Q3 | $246K | Buy |
11,567
+4,358
| +60% | +$95.8K | 0.01% | 875 |
|
|
2020
Q2 | $126K | Hold |
7,209
| – | – | ﹤0.01% | 1050 |
|
|
2020
Q1 | $74K | Buy |
+7,209
| New | +$92.1K | ﹤0.01% | 1109 |
|
Other funds holding ASA
SCM
SC
AC
UCI
TPWM
SI
BBPWM