Kestra Advisory Services
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Kestra Advisory Services’s Americas Gold and Silver USAS Stock Holding History

Kestra Advisory Services’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 		$256K Sell
58,782
-3,450
-6% -$16.4K ﹤0.01% 3094
2026
Q2 		$294K Buy
+62,232
New +$359K ﹤0.01% 2795

Other funds holding USAS

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Key Client Fiduciary Advisors
Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Kestra Advisory Services's USAS Position: Q3 2026 in Review

Kestra Advisory Services reduced its Americas Gold and Silver (USAS) stake by 5.5% in Q3 2026, selling an estimated $16.4K and leaving 58,782 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #3094.

Kestra Advisory Services first reported a position in USAS in Q2 2026 and has held it in 2 quarters since. The position peaked at $294K in Q2 2026. 31 funds tracked by Wall St. Rank hold USAS as of Q3 2026.

  • Kestra Advisory Services held 58,782 shares of Americas Gold and Silver worth $256K as of Q3 2026.
  • Kestra Advisory Services sold 3,450 Americas Gold and Silver shares in Q3 2026, an estimated $16.4K.
  • Americas Gold and Silver made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3094 holding.
  • Kestra Advisory Services first reported a position in Americas Gold and Silver in Q2 2026 and has held it in 2 quarters since.
  • Kestra Advisory Services's Americas Gold and Silver position peaked at $294K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Americas Gold and Silver as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.