Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Dakota Gold DC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DC Stock Details DC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.6K Buy
5,859
+747
+15% +$4.42K ﹤0.01% 4173
2025
Q4 		$29K Sell
5,112
-483
-9% -$2.32K ﹤0.01% 3967
2025
Q3 		$25K Buy
5,595
+858
+18% +$3.61K ﹤0.01% 3977
2025
Q2 		$17K Buy
4,737
+1,614
+52% +$5.04K ﹤0.01% 3995
2025
Q1 		$8K Buy
3,123
+1,642
+111% +$4.5K ﹤0.01% 4204
2024
Q4 		$3K Buy
1,481
+318
+27% +$717 ﹤0.01% 4396
2024
Q3 		$3K Buy
1,163
+707
+155% +$1.62K ﹤0.01% 4258
2024
Q2 		$1K Buy
456
+324
+245% +$862 ﹤0.01% 4353
2024
Q1 		$0 Buy
+132
New +$286 ﹤0.01% 4390

Other funds holding DC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ORP
Orion Resource Partners New York $219M AUM 85.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Dakota Gold (DC) stake by 15% in Q1 2026, buying an estimated $4.42K and bringing the position to 5,859 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4173.

Carson Wealth (CWM LLC) first reported a position in DC in Q1 2024 and has held it in 9 quarters since. 176 funds tracked by Wall St. Rank hold DC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,859 shares of Dakota Gold worth $29.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 747 Dakota Gold shares in Q1 2026, an estimated $4.42K.
  • Dakota Gold made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4173 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dakota Gold in Q1 2024 and has held it in 9 quarters since.
  • 176 funds tracked by Wall St. Rank held Dakota Gold as of Q1 2026.

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