Carson Wealth (CWM LLC)
MTAL

Carson Wealth (CWM LLC)’s Metals Acquisition MTAL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MTAL Stock Details MTAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,156
Closed -$63K – 5537
2025
Q3 		$63K Buy
5,156
+3,669
+247% +$44.5K ﹤0.01% 3334
2025
Q2 		$18K Buy
1,487
+683
+85% +$7.06K ﹤0.01% 3977
2025
Q1 		$8K Buy
804
+548
+214% +$5.79K ﹤0.01% 4226
2024
Q4 		$3K Buy
256
+100
+64% +$1.24K ﹤0.01% 4427
2024
Q3 		$2K Buy
+156
New +$1.92K ﹤0.01% 4429

Other funds holding MTAL

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MTAL Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Metals Acquisition (MTAL) in Q4 2025, closing a stake of 5,156 shares — an estimated $63K sold.

Carson Wealth (CWM LLC) first reported a position in MTAL in Q3 2024 and held it in 5 quarters. The position peaked at $63K in Q3 2025. 1 fund tracked by Wall St. Rank holds MTAL as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Metals Acquisition position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 5,156 Metals Acquisition shares in Q4 2025, an estimated $63K.
  • Carson Wealth (CWM LLC) first reported a position in Metals Acquisition in Q3 2024 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s Metals Acquisition position peaked at $63K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Metals Acquisition as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.