Carson Wealth (CWM LLC)’s VanEck Gold Miners ETF GDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.39M | Buy |
58,727
+7,603
| +15% | +$749K | 0.01% | 790 |
|
|
2025
Q4 | $4.38M | Buy |
51,124
+7,335
| +17% | +$579K | 0.01% | 840 |
|
|
2025
Q3 | $3.35M | Buy |
43,789
+2,112
| +5% | +$127K | 0.01% | 879 |
|
|
2025
Q2 | $2.17M | Sell |
41,677
-825
| -2% | -$40.9K | 0.01% | 918 |
|
|
2025
Q1 | $1.95M | Buy |
42,502
+5,881
| +16% | +$238K | 0.01% | 840 |
|
|
2024
Q4 | $1.24M | Buy |
36,621
+17,929
| +96% | +$688K | 0.01% | 967 |
|
|
2024
Q3 | $744K | Buy |
18,692
+6,694
| +56% | +$253K | ﹤0.01% | 1173 |
|
|
2024
Q2 | $407K | Buy |
11,998
+5,877
| +96% | +$201K | ﹤0.01% | 1274 |
|
|
2024
Q1 | $194K | Buy |
6,121
+2,338
| +62% | +$66.4K | ﹤0.01% | 1529 |
|
|
2023
Q4 | $117K | Buy |
3,783
+90
| +2% | +$2.63K | ﹤0.01% | 1656 |
|
|
2023
Q3 | $99K | Sell |
3,693
-2,614
| -41% | -$77.1K | ﹤0.01% | 1635 |
|
|
2023
Q2 | $190K | Buy |
6,307
+861
| +16% | +$28.1K | ﹤0.01% | 1273 |
|
|
2023
Q1 | $176K | Sell |
5,446
-6,192
| -53% | -$187K | ﹤0.01% | 1244 |
|
|
2022
Q4 | $334K | Buy |
11,638
+7,726
| +197% | +$207K | ﹤0.01% | 922 |
|
|
2022
Q3 | $94K | Sell |
3,912
-2,187
| -36% | -$55.3K | ﹤0.01% | 1361 |
|
|
2022
Q2 | $167K | Buy |
6,099
+1,806
| +42% | +$60.9K | ﹤0.01% | 1112 |
|
|
2022
Q1 | $165K | Sell |
4,293
-606
| -12% | -$20.6K | ﹤0.01% | 1116 |
|
|
2021
Q4 | $157K | Buy |
+4,899
| New | +$156K | ﹤0.01% | 1122 |
|
|
2021
Q2 | $71K | Hold |
2,098
| – | – | ﹤0.01% | 1258 |
|
|
2021
Q1 | $71K | Hold |
2,098
| – | – | ﹤0.01% | 1258 |
|
|
2020
Q4 | $71K | Hold |
2,098
| – | – | ﹤0.01% | 1258 |
|
|
2020
Q3 | $71K | Hold |
2,098
| – | – | ﹤0.01% | 1258 |
|
|
2020
Q2 | $71K | Hold |
2,098
| – | – | ﹤0.01% | 1258 |
|
|
2020
Q1 | $71K | Hold |
2,098
| – | – | ﹤0.01% | 1258 |
|
|
2019
Q4 | $71K | Hold |
2,098
| – | – | ﹤0.01% | 1258 |
|
|
2019
Q3 | $71K | Hold |
2,098
| – | – | ﹤0.01% | 1258 |
|
|
2019
Q2 | $71K | Hold |
2,098
| – | – | ﹤0.01% | 1258 |
|
|
2019
Q1 | $71K | Buy |
2,098
+1,777
| +554% | +$39.1K | ﹤0.01% | 1258 |
|
|
2018
Q4 | $7K | Sell |
321
-525
| -62% | -$10.3K | ﹤0.01% | 1441 |
|
|
2018
Q3 | $16K | Buy |
846
+559
| +195% | +$11.2K | ﹤0.01% | 1012 |
|
|
2018
Q2 | $6K | Buy |
+287
| New | +$6.43K | ﹤0.01% | 1147 |
|
|
2017
Q2 | – | Sell |
-460
| Closed | -$10K | – | 1229 |
|
|
2017
Q1 | $10K | Buy |
+460
| New | +$10.7K | ﹤0.01% | 750 |
|
Other funds holding GDX
Carson Wealth (CWM LLC)'s GDX Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its VanEck Gold Miners ETF (GDX) stake by 15% in Q1 2026, buying an estimated $749K and bringing the position to 58,727 shares worth $5.39M. The position accounts for 0.01% of the portfolio, ranked #790.
Carson Wealth (CWM LLC) first reported a position in GDX in Q1 2017 and has held it in 32 quarters since. 1,180 funds tracked by Wall St. Rank hold GDX as of Q1 2026.
- Carson Wealth (CWM LLC) held 58,727 shares of VanEck Gold Miners ETF worth $5.39M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 7,603 VanEck Gold Miners ETF shares in Q1 2026, an estimated $749K.
- VanEck Gold Miners ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #790 holding.
- Carson Wealth (CWM LLC) first reported a position in VanEck Gold Miners ETF in Q1 2017 and has held it in 32 quarters since.
- 1,180 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.