Carson Wealth (CWM LLC)
BAR icon

Carson Wealth (CWM LLC)’s GraniteShares Gold Shares BAR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BAR Stock Details BAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$398K Buy
8,626
+482
+6% +$23.1K ﹤0.01% 2184
2025
Q4 		$346K Sell
8,144
-224
-3% -$9.17K ﹤0.01% 2166
2025
Q3 		$318K Buy
8,368
+7,827
+1,447% +$267K ﹤0.01% 2082
2025
Q2 		$18K Hold
541
– – ﹤0.01% 3967
2025
Q1 		$17K Hold
541
– – ﹤0.01% 3783
2024
Q4 		$14K Hold
541
– – ﹤0.01% 3661
2024
Q3 		$14K Sell
541
-251
-32% -$6.14K ﹤0.01% 3573
2024
Q2 		$18K Sell
792
-314
-28% -$7.25K ﹤0.01% 3165
2024
Q1 		$24K Hold
1,106
– – ﹤0.01% 2770
2023
Q4 		$23K Sell
1,106
-182
-14% -$3.56K ﹤0.01% 2675
2023
Q3 		$24K Buy
1,288
+590
+85% +$11.2K ﹤0.01% 2551
2023
Q2 		$13K Hold
698
– – ﹤0.01% 2902
2023
Q1 		$14K Hold
698
– – ﹤0.01% 2728
2022
Q4 		$13K Hold
698
– – ﹤0.01% 2637
2022
Q3 		$11K Hold
698
– – ﹤0.01% 2607
2022
Q2 		$13K Hold
698
– – ﹤0.01% 2401
2022
Q1 		$13K Hold
698
– – ﹤0.01% 2317
2021
Q4 		$13K Buy
+698
New +$12.4K ﹤0.01% 2190
2021
Q2 		$2K Hold
133
– – ﹤0.01% 2615
2021
Q1 		$2K Hold
133
– – ﹤0.01% 2615
2020
Q4 		$2K Hold
133
– – ﹤0.01% 2615
2020
Q3 		$2K Hold
133
– – ﹤0.01% 2615
2020
Q2 		$2K Hold
133
– – ﹤0.01% 2615
2020
Q1 		$2K Hold
133
– – ﹤0.01% 2615
2019
Q4 		$2K Hold
133
– – ﹤0.01% 2615
2019
Q3 		$2K Hold
133
– – ﹤0.01% 2615
2019
Q2 		$2K Hold
133
– – ﹤0.01% 2615
2019
Q1 		$2K Buy
+133
New +$1.73K ﹤0.01% 2615

Other funds holding BAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its GraniteShares Gold Shares (BAR) stake by 5.9% in Q1 2026, buying an estimated $23.1K and bringing the position to 8,626 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #2184.

Carson Wealth (CWM LLC) first reported a position in BAR in Q1 2019 and has held it in 28 quarters since. 176 funds tracked by Wall St. Rank hold BAR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,626 shares of GraniteShares Gold Shares worth $398K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 482 GraniteShares Gold Shares shares in Q1 2026, an estimated $23.1K.
  • GraniteShares Gold Shares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2184 holding.
  • Carson Wealth (CWM LLC) first reported a position in GraniteShares Gold Shares in Q1 2019 and has held it in 28 quarters since.
  • 176 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2026.

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