Carson Wealth (CWM LLC)
GOLD

Carson Wealth (CWM LLC)’s Gold.com Inc GOLD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GOLD Stock Details GOLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$176K Buy
4,390
+3,375
+333% +$165K ﹤0.01% 2835
2025
Q4 		$35K Buy
1,015
+90
+10% +$2.57K ﹤0.01% 3842
2025
Q3 		$24K Buy
925
+79
+9% +$1.87K ﹤0.01% 4005
2025
Q2 		$19K Sell
846
-1,338
-61% -$29.7K ﹤0.01% 3933
2025
Q1 		$55K Buy
2,184
+2,015
+1,192% +$55.7K ﹤0.01% 2895
2024
Q4 		$5K Sell
169
-320
-65% -$10.9K ﹤0.01% 4171
2024
Q3 		$22K Buy
489
+55
+13% +$2.1K ﹤0.01% 3285
2024
Q2 		$14K Buy
434
+381
+719% +$14K ﹤0.01% 3325
2024
Q1 		$2K Buy
53
+42
+382% +$1.16K ﹤0.01% 3923
2023
Q4 		$0 Sell
11
-28
-72% -$798 ﹤0.01% 4103
2023
Q3 		$1K Hold
39
– – ﹤0.01% 3912
2023
Q2 		$1K Hold
39
– – ﹤0.01% 3899
2023
Q1 		$1K Buy
+39
New +$1.3K ﹤0.01% 3763

Other funds holding GOLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Gold.com Inc (GOLD) stake by 333% in Q1 2026, buying an estimated $165K and bringing the position to 4,390 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #2835.

Carson Wealth (CWM LLC) first reported a position in GOLD in Q1 2023 and has held it in 13 quarters since. 217 funds tracked by Wall St. Rank hold GOLD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,390 shares of Gold.com Inc worth $176K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,375 Gold.com Inc shares in Q1 2026, an estimated $165K.
  • Gold.com Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2835 holding.
  • Carson Wealth (CWM LLC) first reported a position in Gold.com Inc in Q1 2023 and has held it in 13 quarters since.
  • 217 funds tracked by Wall St. Rank held Gold.com Inc as of Q1 2026.

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