Carson Wealth (CWM LLC)’s AngloGold Ashanti AU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $473K | Buy |
4,854
+1,111
| +30% | +$114K | ﹤0.01% | 2059 |
|
|
2025
Q4 | $319K | Buy |
3,743
+629
| +20% | +$49.1K | ﹤0.01% | 2219 |
|
|
2025
Q3 | $219K | Buy |
3,114
+895
| +40% | +$50K | ﹤0.01% | 2371 |
|
|
2025
Q2 | $101K | Sell |
2,219
-187
| -8% | -$8.05K | ﹤0.01% | 2709 |
|
|
2025
Q1 | $89K | Sell |
2,406
-225
| -9% | -$6.91K | ﹤0.01% | 2509 |
|
|
2024
Q4 | $61K | Buy |
2,631
+236
| +10% | +$6.17K | ﹤0.01% | 2638 |
|
|
2024
Q3 | $64K | Buy |
2,395
+12
| +0.5% | +$345 | ﹤0.01% | 2500 |
|
|
2024
Q2 | $60K | Buy |
2,383
+493
| +26% | +$11.7K | ﹤0.01% | 2341 |
|
|
2024
Q1 | $42K | Buy |
1,890
+501
| +36% | +$9.44K | ﹤0.01% | 2409 |
|
|
2023
Q4 | $26K | Buy |
1,389
+170
| +14% | +$3.07K | ﹤0.01% | 2587 |
|
|
2023
Q3 | $19K | Sell |
1,219
-723
| -37% | -$13.7K | ﹤0.01% | 2702 |
|
|
2023
Q2 | $41K | Buy |
1,942
+103
| +6% | +$2.6K | ﹤0.01% | 2116 |
|
|
2023
Q1 | $44K | Sell |
1,839
-74
| -4% | -$1.5K | ﹤0.01% | 1941 |
|
|
2022
Q4 | $37K | Sell |
1,913
-1,823
| -49% | -$29.9K | ﹤0.01% | 1927 |
|
|
2022
Q3 | $52K | Buy |
3,736
+179
| +5% | +$2.55K | ﹤0.01% | 1635 |
|
|
2022
Q2 | $53K | Buy |
3,557
+40
| +1% | +$759 | ﹤0.01% | 1602 |
|
|
2022
Q1 | $83K | Buy |
3,517
+109
| +3% | +$2.37K | ﹤0.01% | 1397 |
|
|
2021
Q4 | $72K | Buy |
+3,408
| New | +$66.4K | ﹤0.01% | 1431 |
|
|
2021
Q2 | $68K | Hold |
3,649
| – | – | ﹤0.01% | 1272 |
|
|
2021
Q1 | $68K | Hold |
3,649
| – | – | ﹤0.01% | 1272 |
|
|
2020
Q4 | $68K | Hold |
3,649
| – | – | ﹤0.01% | 1272 |
|
|
2020
Q3 | $68K | Hold |
3,649
| – | – | ﹤0.01% | 1272 |
|
|
2020
Q2 | $68K | Hold |
3,649
| – | – | ﹤0.01% | 1272 |
|
|
2020
Q1 | $68K | Hold |
3,649
| – | – | ﹤0.01% | 1272 |
|
|
2019
Q4 | $68K | Hold |
3,649
| – | – | ﹤0.01% | 1272 |
|
|
2019
Q3 | $68K | Hold |
3,649
| – | – | ﹤0.01% | 1272 |
|
|
2019
Q2 | $68K | Hold |
3,649
| – | – | ﹤0.01% | 1272 |
|
|
2019
Q1 | $68K | Buy |
+3,649
| New | +$49K | ﹤0.01% | 1272 |
|
|
2017
Q4 | – | Sell |
-501
| Closed | -$5K | – | 1452 |
|
|
2017
Q3 | $5K | Hold |
501
| – | – | ﹤0.01% | 1064 |
|
|
2017
Q2 | $5K | Hold |
501
| – | – | ﹤0.01% | 875 |
|
|
2017
Q1 | $5K | Hold |
501
| – | – | ﹤0.01% | 856 |
|
|
2016
Q4 | $5K | Hold |
501
| – | – | ﹤0.01% | 840 |
|
|
2016
Q3 | $8K | Hold |
501
| – | – | ﹤0.01% | 734 |
|
|
2016
Q2 | $9K | Hold |
501
| – | – | ﹤0.01% | 558 |
|
|
2016
Q1 | $7K | Buy |
+501
| New | +$5.43K | ﹤0.01% | 560 |
|
Other funds holding AU
NO
Carson Wealth (CWM LLC)'s AU Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its AngloGold Ashanti (AU) stake by 30% in Q1 2026, buying an estimated $114K and bringing the position to 4,854 shares worth $473K. The position accounts for ﹤0.01% of the portfolio, ranked #2059.
Carson Wealth (CWM LLC) first reported a position in AU in Q1 2016 and has held it in 35 quarters since. 568 funds tracked by Wall St. Rank hold AU as of Q1 2026.
- Carson Wealth (CWM LLC) held 4,854 shares of AngloGold Ashanti worth $473K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 1,111 AngloGold Ashanti shares in Q1 2026, an estimated $114K.
- AngloGold Ashanti made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2059 holding.
- Carson Wealth (CWM LLC) first reported a position in AngloGold Ashanti in Q1 2016 and has held it in 35 quarters since.
- 568 funds tracked by Wall St. Rank held AngloGold Ashanti as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.