Creative Planning’s Metals Acquisition MTAL Stock Holding History

Creative Planning’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	-32,070	Closed	-$392K	–	4038
2025 Q3	$392K	Buy	32,070 +4,184	+15%	+$50.7K	﹤0.01%	2939
2025 Q2	$337K	Buy	27,886 +17,434	+167%	+$180K	﹤0.01%	2796
2025 Q1	$99.7K	Sell	10,452 -3,948	-27%	-$41.7K	﹤0.01%	3254
2024 Q4	$153K	Buy	14,400 +650	+5%	+$8.03K	﹤0.01%	3060
2024 Q3	$190K	Buy	+13,750	New	+$170K	﹤0.01%	2856

Other funds holding MTAL

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

Creative Planning's MTAL Position: Q4 2025 in Review

Creative Planning sold out of Metals Acquisition (MTAL) in Q4 2025, closing a stake of 32,070 shares — an estimated $392K sold.

Creative Planning first reported a position in MTAL in Q3 2024 and held it in 5 quarters. The position peaked at $392K in Q3 2025. 1 fund tracked by Wall St. Rank holds MTAL as of Q4 2025.

Creative Planning reported no remaining Metals Acquisition position as of Q4 2025 after selling out during the quarter.
Creative Planning sold 32,070 Metals Acquisition shares in Q4 2025, an estimated $392K.
Creative Planning first reported a position in Metals Acquisition in Q3 2024 and held it in 5 quarters.
Creative Planning's Metals Acquisition position peaked at $392K in Q3 2025.
1 fund tracked by Wall St. Rank held Metals Acquisition as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.