MCIA
USAS

Mountain Capital Investment Advisors’s Americas Gold and Silver USAS Stock Holding History

Mountain Capital Investment 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
Q2 		$77.7K Hold
16,467
– – 0.01% 92
2026
Q1 		$97.3K Sell
16,467
-1,000
-6% -$7.3K 0.01% 85
2025
Q4 		$162K Sell
17,467
-433
-2% -$1.95K 0.03% 89
2025
Q3 		$68.6K Buy
+17,900
New +$46.8K 0.01% 83

Other funds holding USAS

KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return