Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Gold Fields GFI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GFI Stock Details GFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$670K Buy
14,768
+1,856
+14% +$93.3K ﹤0.01% 1809
2025
Q4 		$564K Buy
12,912
+10,826
+519% +$452K ﹤0.01% 1845
2025
Q3 		$88K Buy
2,086
+413
+25% +$12.8K ﹤0.01% 3089
2025
Q2 		$40K Sell
1,673
-7
-0.4% -$161 ﹤0.01% 3447
2025
Q1 		$37K Sell
1,680
-133
-7% -$2.43K ﹤0.01% 3224
2024
Q4 		$24K Buy
1,813
+730
+67% +$11.1K ﹤0.01% 3315
2024
Q3 		$17K Sell
1,083
-418
-28% -$6.46K ﹤0.01% 3456
2024
Q2 		$22K Buy
1,501
+177
+13% +$2.88K ﹤0.01% 3047
2024
Q1 		$21K Buy
1,324
+861
+186% +$12K ﹤0.01% 2869
2023
Q4 		$7K Buy
463
+243
+110% +$3.36K ﹤0.01% 3345
2023
Q3 		$2K Sell
220
-19
-8% -$250 ﹤0.01% 3800
2023
Q2 		$3K Buy
239
+89
+59% +$1.35K ﹤0.01% 3637
2023
Q1 		$2K Buy
150
+95
+173% +$1.06K ﹤0.01% 3651
2022
Q4 		$1K Sell
55
-44
-44% -$426 ﹤0.01% 3750
2022
Q3 		$1K Sell
99
-44
-31% -$379 ﹤0.01% 3656
2022
Q2 		$1K Sell
143
-92
-39% -$1.1K ﹤0.01% 3546
2022
Q1 		$4K Buy
235
+188
+400% +$2.42K ﹤0.01% 2923
2021
Q4 		$1K Buy
+47
New +$469 ﹤0.01% 3300
2017
Q2 		– Sell
-300
Closed -$1K – 1230
2017
Q1 		$1K Buy
+300
New +$1.01K ﹤0.01% 1058

Other funds holding GFI

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Gold Fields (GFI) stake by 14% in Q1 2026, buying an estimated $93.3K and bringing the position to 14,768 shares worth $670K. The position accounts for ﹤0.01% of the portfolio, ranked #1809.

Carson Wealth (CWM LLC) first reported a position in GFI in Q1 2017 and has held it in 19 quarters since. 388 funds tracked by Wall St. Rank hold GFI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,768 shares of Gold Fields worth $670K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,856 Gold Fields shares in Q1 2026, an estimated $93.3K.
  • Gold Fields made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1809 holding.
  • Carson Wealth (CWM LLC) first reported a position in Gold Fields in Q1 2017 and has held it in 19 quarters since.
  • 388 funds tracked by Wall St. Rank held Gold Fields as of Q1 2026.

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