Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s VanEck Gold Miners ETF GDX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GDX Stock Details GDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$56.6K Buy
4,000
+2,000
+100% +$197K ﹤0.01% 3722
2025
Q4 		$8K Buy
+2,000
New +$158K ﹤0.01% 4637

Other funds holding GDX

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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. 1,178 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.
  • 1,178 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.