AA Financial Advisors’s Americas Gold and Silver USAS Stock Holding History

AA Financial Advisors’s Portfolio USAS Stock Details USAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$252K	Sell	57,700 -3,500	-6%	-$16.6K	0.03%	226
2026 Q2	$289K	Sell	61,200 -3,000	-5%	-$17.3K	0.03%	193
2026 Q1	$335K	Buy	64,200 +13,200	+26%	+$96.4K	0.05%	172
2025 Q4	$261K	Buy	51,000 +26,000	+104%	+$117K	0.05%	184
2025 Q3	$93K	Buy	+25,000	New	+$65.3K	0.02%	189

Other funds holding USAS

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

SLT Holdings Scottsdale, Arizona $171M AUM 33.79% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

CSB

City State Bank Norwalk, Iowa $441M AUM 23.97% 1-Year Est. Return

AA Financial Advisors's USAS Position: Q3 2026 in Review

AA Financial Advisors reduced its Americas Gold and Silver (USAS) stake by 5.7% in Q3 2026, selling an estimated $16.6K and leaving 57,700 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #226.

AA Financial Advisors first reported a position in USAS in Q3 2025 and has held it in 5 quarters since. The position peaked at $335K in Q1 2026. 11 funds tracked by Wall St. Rank hold USAS as of Q3 2026.

AA Financial Advisors held 57,700 shares of Americas Gold and Silver worth $252K as of Q3 2026.
AA Financial Advisors sold 3,500 Americas Gold and Silver shares in Q3 2026, an estimated $16.6K.
Americas Gold and Silver made up 0.03% of AA Financial Advisors's portfolio in Q3 2026, its #226 holding.
AA Financial Advisors first reported a position in Americas Gold and Silver in Q3 2025 and has held it in 5 quarters since.
AA Financial Advisors's Americas Gold and Silver position peaked at $335K in Q1 2026.
11 funds tracked by Wall St. Rank held Americas Gold and Silver as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.