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

Carson Wealth (CWM LLC)’s Portfolio GLDM Stock Details GLDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$85.5M Sell
922,738
-8,783
-0.9% -$847K 0.22% 85
2025
Q4 		$79.5M Buy
931,521
+149,990
+19% +$12.3M 0.22% 91
2025
Q3 		$59.7M Buy
781,531
+653,080
+508% +$44.8M 0.18% 110
2025
Q2 		$8.42M Buy
128,451
+126,331
+5,959% +$8.22M 0.03% 432
2025
Q1 		$131K Buy
2,120
+212
+11% +$12K ﹤0.01% 2203
2024
Q4 		$99K Buy
1,908
+580
+44% +$30.6K ﹤0.01% 2288
2024
Q3 		$69K Buy
1,328
+165
+14% +$8.1K ﹤0.01% 2451
2024
Q2 		$54K Sell
1,163
-167
-13% -$7.74K ﹤0.01% 2433
2024
Q1 		$59K Buy
1,330
+1,302
+4,650% +$53.5K ﹤0.01% 2189
2023
Q4 		$1K Sell
28
-519
-95% -$20.3K ﹤0.01% 3958
2023
Q3 		$20K Buy
547
+265
+94% +$10.1K ﹤0.01% 2682
2023
Q2 		$11K Buy
282
+162
+135% +$6.36K ﹤0.01% 3015
2023
Q1 		$5K Sell
120
-271
-69% -$10.2K ﹤0.01% 3290
2022
Q4 		$14K Sell
391
-221
-36% -$7.59K ﹤0.01% 2605
2022
Q3 		$20K Buy
612
+307
+101% +$10.5K ﹤0.01% 2216
2022
Q2 		$11K Sell
305
-121
-28% -$4.5K ﹤0.01% 2521
2022
Q1 		$16K Sell
426
-44
-9% -$1.64K ﹤0.01% 2218
2021
Q4 		$17K Buy
+470
New +$16.8K ﹤0.01% 2070
2021
Q2 		$1K Hold
25
– – ﹤0.01% 2793
2021
Q1 		$1K Hold
25
– – ﹤0.01% 2793
2020
Q4 		$1K Hold
25
– – ﹤0.01% 2793
2020
Q3 		$1K Hold
25
– – ﹤0.01% 2792
2020
Q2 		$1K Hold
25
– – ﹤0.01% 2792
2020
Q1 		$1K Hold
25
– – ﹤0.01% 2791
2019
Q4 		$1K Hold
25
– – ﹤0.01% 2791
2019
Q3 		$1K Hold
25
– – ﹤0.01% 2791
2019
Q2 		$1K Hold
25
– – ﹤0.01% 2791
2019
Q1 		$1K Sell
25
-154
-86% -$4.01K ﹤0.01% 2790
2018
Q4 		$5K Buy
+179
New +$4.39K ﹤0.01% 1521

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its SPDR Gold MiniShares Trust (GLDM) stake by 0.94% in Q1 2026, selling an estimated $847K and leaving 922,738 shares worth $85.5M. The position accounts for 0.22% of the portfolio, ranked #85.

Carson Wealth (CWM LLC) first reported a position in GLDM in Q4 2018 and has held it in 29 quarters since. 912 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 922,738 shares of SPDR Gold MiniShares Trust worth $85.5M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 8,783 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $847K.
  • SPDR Gold MiniShares Trust made up 0.22% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #85 holding.
  • Carson Wealth (CWM LLC) first reported a position in SPDR Gold MiniShares Trust in Q4 2018 and has held it in 29 quarters since.
  • 912 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

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