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Gold & Precious Metals

Gold and precious metals attract capital when currencies, deficits, and central bank policy look unstable, and silver adds genuine industrial demand on top. The group is one of the few that often rises when equities fall.

133 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
3001
OAS
Optivise Advisory Services
Tennessee
$110K -$93K 1 0.06% Reduced
3002
HFM
Hartford Financial Management
Connecticut
$110K -$25.5K 6 0.02% Reduced
3003
GWS
Glassman Wealth Services
Virginia
$109K $0 1 0.01% Maintained
3004
BWS
Buck Wealth Strategies
Colorado
$109K +$127K 3 0.01% New
3005
OCWP
Owl Creek Wealth Partners
Colorado
$108K +$3.04K 7 0.03% Increased
3006
JTBR
James T. Borello RIA
Illinois
$107K -$9.79K 8 0.02% Reduced
3007
MIM
Marshall Investment Management
Colorado
$106K +$82.5K 7 0.04% Increased
3008
PFSC
Peoples Financial Services Corp
Pennsylvania
$106K $0 1 0.05% Maintained
3009
MAS
MPWM Advisory Solutions
Georgia
$106K -$116K 2 0.05% Reduced
3010
EIP
Essential Investment Partners
Colorado
$105K $0 3 0.08% Maintained
3011
Sit Investment Associates
Sit Investment Associates
Minnesota
$104K -$101K 2 0% Reduced
3012
GA
GoalVest Advisory
New York
$103K -$3.17M 5 0.02% Reduced
3013
BTD
BankPlus Trust Department
Mississippi
$103K +$39.9K 8 0.02% Increased
3014
GPFA
Game Plan Financial Advisors
Ohio
$102K +$16.4K 10 0.04% Increased
3015
SWP
Significant Wealth Partners
Illinois
$102K -$202K 1 0.11% Reduced
3016
PB
Pinnacle Bancorp
Nebraska
$101K -$70.9K 4 0.03% Reduced
3017
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$101K -$14.6M 1 0% Reduced
3018
CIP
Convergence Investment Partners
Florida
$101K -$4.51M 1 0.01% Reduced
3019
BFS
Bare Financial Services
Pennsylvania
$101K +$38.3K 17 0.02% Increased
3020
VWMG
Virginia Wealth Management Group
Virginia
$99.7K -$234K 2 0.05% Reduced
3021
WA
WPG Advisers
Maryland
$99.6K +$13K 5 0.06% Increased
3022
IRC
Investors Research Corp
Georgia
$99.4K +$3K 11 0.02% Increased
3023
OR
Olympiad Research
Connecticut
$99.3K -$28.7K 1 0.21% Reduced
3024
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$98.8K +$5.8K 2 0% Increased
3025
AWS
Arkfeld Wealth Strategies
Nebraska
$98.7K +$3.37K 1 0.03% Increased