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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| American Investment Services Inc
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|---|---|
| CRD # | 110043 |
| SEC # | 801-14337 |
| CIK # | 0001369913 |
| AUM | $1.3 B (2025-03-31) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 413-591-4445 |
| Address | 250 Division Street Great Barrington, MA 01230 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 37.7 | ||
| Verizon Communications Inc | 9.0 | ||
| iShares Comex Gold Trust | 8.3 | ||
| Chevron Corp | 7.4 | ||
| International Business Machines Corp | 4.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 268 | 121.3 |
| (b) Individuals (high net worth individuals) | 194 | 825.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.9 |
| (h) Charitable organizations | 11 | 242.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 99.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,421 | 1,295.3 |
| By Discretionary | ||
| Discretionary | 1,421 | 1,295.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,421 | 1,295.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 52.3 | |
| United States Persons | 1,243.0 | |
| Total | 1,421 | 1,295.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001369913] |
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|---|---|---|
|
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TX | 1.3 |
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Oak Ridge Investments LLC
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IL | 1.3 |
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Tyche Wealth Partners LLC
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TX | 1.3 |
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Tamar Securities LLC
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Parkside Investments LLC
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Campbell Newman Asset Management Inc
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WI | 1.3 |
|
CJM Wealth Advisers Ltd
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VA | 1.3 |
|
Bigsur Wealth Management LLC
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FL | 1.3 |
|
Claro Advisors LLC
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MA | 1.3 |