Wealthcare Advisory Partners’s ASA Gold and Precious Metals ASA Stock Holding History

Wealthcare Advisory Partners’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 Q2	$380K	Hold	7,298	–	–	0.01%	795
2026 Q1	$453K	Hold	7,298	–	–	0.01%	730
2025 Q4	$435K	Hold	7,298	–	–	0.01%	739
2025 Q3	$334K	Hold	7,298	–	–	0.01%	808
2025 Q2	$230K	Hold	7,298	–	–	0.01%	889
2025 Q1	$220K	Buy	+7,298	New	+$181K	0.01%	842

Other funds holding ASA

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Wealthcare Advisory Partners's ASA Position: Q2 2026 in Review

Wealthcare Advisory Partners held its ASA Gold and Precious Metals (ASA) position steady in Q2 2026 at 7,298 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #795.

Wealthcare Advisory Partners first reported a position in ASA in Q1 2025 and has held it in 6 quarters since. The position peaked at $453K in Q1 2026. 11 funds tracked by Wall St. Rank hold ASA as of Q2 2026.

Wealthcare Advisory Partners held 7,298 shares of ASA Gold and Precious Metals worth $380K as of Q2 2026.
Wealthcare Advisory Partners left its ASA Gold and Precious Metals share count unchanged in Q2 2026.
ASA Gold and Precious Metals made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #795 holding.
Wealthcare Advisory Partners first reported a position in ASA Gold and Precious Metals in Q1 2025 and has held it in 6 quarters since.
Wealthcare Advisory Partners's ASA Gold and Precious Metals position peaked at $453K in Q1 2026.
11 funds tracked by Wall St. Rank held ASA Gold and Precious Metals as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.