Carson Wealth (CWM LLC)’s US Global GO Gold and Precious Metal Miners ETF GOAU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.3K	Hold	300	–	–	﹤0.01%	4659
2025 Q4	$13K	Hold	300	–	–	﹤0.01%	4413
2025 Q3	$12K	Hold	300	–	–	﹤0.01%	4393
2025 Q2	$9K	Hold	300	–	–	﹤0.01%	4353
2025 Q1	$8K	Hold	300	–	–	﹤0.01%	4215
2024 Q4	$6K	Hold	300	–	–	﹤0.01%	4115
2024 Q3	$6K	Hold	300	–	–	﹤0.01%	4003
2024 Q2	$6K	Hold	300	–	–	﹤0.01%	3773
2024 Q1	$5K	Hold	300	–	–	﹤0.01%	3657
2023 Q4	$5K	Hold	300	–	–	﹤0.01%	3510
2023 Q3	$4K	Sell	300 -900	-75%	-$14.6K	﹤0.01%	3564
2023 Q2	$20K	Buy	+1,200	New	+$22.2K	﹤0.01%	2634

Other funds holding GOAU

SEA

Stegent Equity Advisors Houston, Texas $140M AUM 35.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Millington Securities Red Bank, New Jersey $362M AUM

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

EFMC

Empire Financial Management Company New York $253M AUM 26.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its US Global GO Gold and Precious Metal Miners ETF (GOAU) position steady in Q1 2026 at 300 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4659.

Carson Wealth (CWM LLC) first reported a position in GOAU in Q2 2023 and has held it in 12 quarters since. The position peaked at $20K in Q2 2023. 43 funds tracked by Wall St. Rank hold GOAU as of Q1 2026.

Carson Wealth (CWM LLC) held 300 shares of US Global GO Gold and Precious Metal Miners ETF worth $13.3K as of Q1 2026.
Carson Wealth (CWM LLC) left its US Global GO Gold and Precious Metal Miners ETF share count unchanged in Q1 2026.
US Global GO Gold and Precious Metal Miners ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4659 holding.
Carson Wealth (CWM LLC) first reported a position in US Global GO Gold and Precious Metal Miners ETF in Q2 2023 and has held it in 12 quarters since.
Carson Wealth (CWM LLC)'s US Global GO Gold and Precious Metal Miners ETF position peaked at $20K in Q2 2023.
43 funds tracked by Wall St. Rank held US Global GO Gold and Precious Metal Miners ETF as of Q1 2026.

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