TWP
AAU

Total Wealth Planning’s Almaden Minerals Ltd AAU Stock Holding History

Total Wealth Planning’s Portfolio AAU Stock Details AAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-40,000
Closed -$5.6K – 93
2024
Q1 		$5.6K Hold
40,000
– – ﹤0.01% 91
2023
Q4 		$5.8K Hold
40,000
– – ﹤0.01% 89
2023
Q3 		$5.86K Hold
40,000
– – ﹤0.01% 87
2023
Q2 		$5.16K Hold
40,000
– – ﹤0.01% 81
2023
Q1 		$7.6K Hold
40,000
– – ﹤0.01% 81
2022
Q4 		$9.77K Hold
40,000
– – ﹤0.01% 79
2022
Q3 		$9K Hold
40,000
– – ﹤0.01% 81
2022
Q2 		$9K Hold
40,000
– – ﹤0.01% 81
2022
Q1 		$14K Buy
+40,000
New +$12.9K ﹤0.01% 83

Other funds holding AAU

RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return