Carson Wealth (CWM LLC)’s SPDR Gold Trust GLD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GLD Stock Details GLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$142M	Sell	329,282 -50,818	-13%	-$22.8M	0.37%	51
2025 Q4	$151M	Buy	380,100 +8,487	+2%	+$3.24M	0.41%	49
2025 Q3	$132M	Buy	371,613 +24,405	+7%	+$7.78M	0.4%	50
2025 Q2	$106M	Sell	347,208 -11,066	-3%	-$3.35M	0.37%	53
2025 Q1	$103M	Buy	358,274 +71,125	+25%	+$18.8M	0.41%	48
2024 Q4	$69.5M	Buy	287,149 +95,889	+50%	+$23.6M	0.29%	65
2024 Q3	$46.5M	Buy	191,260 +3,661	+2%	+$838K	0.2%	100
2024 Q2	$40.3M	Buy	187,599 +12,412	+7%	+$2.68M	0.19%	109
2024 Q1	$36M	Buy	175,187 +11,062	+7%	+$2.12M	0.18%	121
2023 Q4	$31.4M	Buy	164,125 +18,421	+13%	+$3.38M	0.17%	120
2023 Q3	$25M	Buy	145,704 +19,900	+16%	+$3.56M	0.15%	135
2023 Q2	$22.4M	Buy	125,804 +50,997	+68%	+$9.37M	0.14%	144
2023 Q1	$13.7M	Buy	74,807 +50,367	+206%	+$8.86M	0.09%	184
2022 Q4	$4.15M	Buy	24,440 +1,453	+6%	+$234K	0.03%	333
2022 Q3	$3.56M	Sell	22,987 -8,742	-28%	-$1.41M	0.03%	332
2022 Q2	$5.34M	Buy	31,729 +7,897	+33%	+$1.38M	0.04%	283
2022 Q1	$4.3M	Buy	23,832 +2,412	+11%	+$423K	0.03%	317
2021 Q4	$3.66M	Buy	+21,420	New	+$3.6M	0.03%	334
2021 Q2	$3.5M	Hold	21,128	–	–	0.03%	332
2021 Q1	$3.5M	Hold	21,128	–	–	0.03%	332
2020 Q4	$3.5M	Hold	21,128	–	–	0.03%	332
2020 Q3	$3.5M	Hold	21,128	–	–	0.03%	332
2020 Q2	$3.5M	Hold	21,128	–	–	0.03%	332
2020 Q1	$3.5M	Hold	21,128	–	–	0.03%	332
2019 Q4	$3.5M	Hold	21,128	–	–	0.03%	332
2019 Q3	$3.5M	Hold	21,128	–	–	0.03%	332
2019 Q2	$3.5M	Hold	21,128	–	–	0.03%	332
2019 Q1	$3.5M	Buy	21,128 +16,532	+360%	+$2.04M	0.03%	332
2018 Q4	$557K	Buy	4,596 +692	+18%	+$80.4K	0.01%	440
2018 Q3	$440K	Sell	3,904 -473	-11%	-$54.3K	0.01%	404
2018 Q2	$519K	Sell	4,377 -1,290	-23%	-$160K	0.02%	330
2018 Q1	$713K	Sell	5,667 -117	-2%	-$14.8K	0.03%	257
2017 Q4	$715K	Sell	5,784 -574	-9%	-$69.6K	0.03%	250
2017 Q3	$773K	Sell	6,358 -340	-5%	-$41.3K	0.04%	224
2017 Q2	$790K	Buy	6,698 +10	+0.1%	+$1.2K	0.04%	212
2017 Q1	$794K	Sell	6,688 -50,893	-88%	-$5.92M	0.04%	199
2016 Q4	$6.31M	Sell	57,581 -38,185	-40%	-$4.43M	0.39%	67
2016 Q3	$12M	Buy	95,766 +11,231	+13%	+$1.43M	0.83%	39
2016 Q2	$10.7M	Buy	84,535 +83,971	+14,888%	+$10.1M	0.78%	44
2016 Q1	$66K	Hold	564	–	–	0.01%	316
2015 Q4	$57K	Hold	564	–	–	0.01%	306
2015 Q3	$60K	Buy	+564	New	+$60.8K	0.01%	272
2014 Q2	–	Sell	-31,150	Closed	-$3.85M	–	183
2014 Q1	$3.85M	Buy	31,150 +8,538	+38%	+$1.06M	0.52%	50
2013 Q4	$2.63M	Buy	22,612 +6,310	+39%	+$775K	0.41%	54
2013 Q3	$2.09M	Buy	+16,302	New	+$2.09M	0.55%	46

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its SPDR Gold Trust (GLD) stake by 13% in Q1 2026, selling an estimated $22.8M and leaving 329,282 shares worth $142M. The position accounts for 0.37% of the portfolio, ranked #51.

Carson Wealth (CWM LLC) first reported a position in GLD in Q3 2013 and has held it in 45 quarters since. The position peaked at $151M in Q4 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Carson Wealth (CWM LLC) held 329,282 shares of SPDR Gold Trust worth $142M as of Q1 2026.
Carson Wealth (CWM LLC) sold 50,818 SPDR Gold Trust shares in Q1 2026, an estimated $22.8M.
SPDR Gold Trust made up 0.37% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #51 holding.
Carson Wealth (CWM LLC) first reported a position in SPDR Gold Trust in Q3 2013 and has held it in 45 quarters since.
Carson Wealth (CWM LLC)'s SPDR Gold Trust position peaked at $151M in Q4 2025.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

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