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 $27.1B AUM 20.2% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Total Wealth Planning's AAU Position: Q2 2024 in Review

Total Wealth Planning sold out of Almaden Minerals Ltd (AAU) in Q2 2024, closing a stake of 40,000 shares — an estimated $5.6K sold.

Total Wealth Planning first reported a position in AAU in Q1 2022 and held it in 9 quarters. The position peaked at $14K in Q1 2022. 4 funds tracked by Wall St. Rank hold AAU as of Q2 2024.

  • Total Wealth Planning reported no remaining Almaden Minerals Ltd position as of Q2 2024 after selling out during the quarter.
  • Total Wealth Planning sold 40,000 Almaden Minerals Ltd shares in Q2 2024, an estimated $5.6K.
  • Total Wealth Planning first reported a position in Almaden Minerals Ltd in Q1 2022 and held it in 9 quarters.
  • Total Wealth Planning's Almaden Minerals Ltd position peaked at $14K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Almaden Minerals Ltd as of Q2 2024.

Based on Total Wealth Planning's 13F filing for Q2 2024, filed 2 Aug 2024.