Stifel Financial
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Stifel Financial’s ASA Gold and Precious Metals ASA Stock Holding History

Stifel Financial’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
-3,681
Closed -$220K – 3635
2025
Q4 		$220K Buy
+3,681
New +$187K ﹤0.01% 3332
2020
Q4 		– Sell
-9,700
Closed -$206K – 3037
2020
Q3 		$206K Buy
+9,700
New +$213K ﹤0.01% 2607

Other funds holding ASA

Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Sessa Capital
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
Almitas Capital
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 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 $536M AUM 16.77% 1-Year Est. Return
Sprott Inc
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Stifel Financial's ASA Position: Q1 2026 in Review

Stifel Financial sold out of ASA Gold and Precious Metals (ASA) in Q1 2026, closing a stake of 3,681 shares — an estimated $220K sold.

Stifel Financial first reported a position in ASA in Q3 2020 and held it in 2 quarters. The position peaked at $220K in Q4 2025. 79 funds tracked by Wall St. Rank hold ASA as of Q1 2026.

  • Stifel Financial reported no remaining ASA Gold and Precious Metals position as of Q1 2026 after selling out during the quarter.
  • Stifel Financial sold 3,681 ASA Gold and Precious Metals shares in Q1 2026, an estimated $220K.
  • Stifel Financial first reported a position in ASA Gold and Precious Metals in Q3 2020 and held it in 2 quarters.
  • Stifel Financial's ASA Gold and Precious Metals position peaked at $220K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held ASA Gold and Precious Metals as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.