Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AAAU Stock Details AAAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$490K Sell
10,610
-453
-4% -$21.8K ﹤0.01% 2028
2025
Q4 		$471K Buy
11,063
+1,192
+12% +$48.8K ﹤0.01% 1956
2025
Q3 		$376K Buy
+9,871
New +$337K ﹤0.01% 1959
2024
Q4 		– Sell
-97
Closed -$3K – 4870
2024
Q3 		$3K Hold
97
– – ﹤0.01% 4232
2024
Q2 		$2K Hold
97
– – ﹤0.01% 4146
2024
Q1 		$2K Sell
97
-565
-85% -$11.6K ﹤0.01% 3916
2023
Q4 		$14K Hold
662
– – ﹤0.01% 2965
2023
Q3 		$12K Hold
662
– – ﹤0.01% 3018
2023
Q2 		$13K Buy
662
+97
+17% +$1.9K ﹤0.01% 2898
2023
Q1 		$11K Hold
565
– – ﹤0.01% 2871
2022
Q4 		$10K Sell
565
-11,475
-95% -$197K ﹤0.01% 2778
2022
Q3 		$199K Hold
12,040
– – ﹤0.01% 1055
2022
Q2 		$216K Hold
12,040
– – ﹤0.01% 1020
2022
Q1 		$232K Hold
12,040
– – ﹤0.01% 982
2021
Q4 		$219K Buy
+12,040
New +$215K ﹤0.01% 988
2021
Q2 		$100K Hold
5,704
– – ﹤0.01% 1139
2021
Q1 		$100K Hold
5,704
– – ﹤0.01% 1139
2020
Q4 		$100K Hold
5,704
– – ﹤0.01% 1139
2020
Q3 		$100K Hold
5,704
– – ﹤0.01% 1139
2020
Q2 		$100K Hold
5,704
– – ﹤0.01% 1139
2020
Q1 		$100K Hold
5,704
– – ﹤0.01% 1139
2019
Q4 		$100K Hold
5,704
– – ﹤0.01% 1139
2019
Q3 		$100K Hold
5,704
– – ﹤0.01% 1139
2019
Q2 		$100K Hold
5,704
– – ﹤0.01% 1139
2019
Q1 		$100K Buy
+5,704
New +$74.3K ﹤0.01% 1139

Other funds holding AAAU

WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AAAU Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 4.1% in Q1 2026, selling an estimated $21.8K and leaving 10,610 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #2028.

Carson Wealth (CWM LLC) first reported a position in AAAU in Q1 2019 and has held it in 25 quarters since. 248 funds tracked by Wall St. Rank hold AAAU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,610 shares of Goldman Sachs Physical Gold ETF Shares worth $490K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 453 Goldman Sachs Physical Gold ETF Shares shares in Q1 2026, an estimated $21.8K.
  • Goldman Sachs Physical Gold ETF Shares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2028 holding.
  • Carson Wealth (CWM LLC) first reported a position in Goldman Sachs Physical Gold ETF Shares in Q1 2019 and has held it in 25 quarters since.
  • 248 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.