Carson Wealth (CWM LLC)’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $67.6M | Sell |
766,371
-1,187,742
| -61% | -$109M | 0.18% | 120 |
|
|
2025
Q4 | $159M | Buy |
1,954,113
+57,372
| +3% | +$4.49M | 0.43% | 46 |
|
|
2025
Q3 | $138M | Buy |
1,896,741
+859,525
| +83% | +$56.1M | 0.42% | 49 |
|
|
2025
Q2 | $64.7M | Buy |
1,037,216
+56,643
| +6% | +$3.51M | 0.23% | 90 |
|
|
2025
Q1 | $57.8M | Buy |
980,573
+212,603
| +28% | +$11.5M | 0.23% | 92 |
|
|
2024
Q4 | $38M | Buy |
767,970
+734,327
| +2,183% | +$36.9M | 0.16% | 117 |
|
|
2024
Q3 | $1.67M | Sell |
33,643
-417
| -1% | -$19.5K | 0.01% | 780 |
|
|
2024
Q2 | $1.5M | Buy |
34,060
+1,984
| +6% | +$87.7K | 0.01% | 725 |
|
|
2024
Q1 | $1.35M | Buy |
32,076
+11,142
| +53% | +$437K | 0.01% | 740 |
|
|
2023
Q4 | $817K | Buy |
20,934
+1,779
| +9% | +$66.6K | ﹤0.01% | 889 |
|
|
2023
Q3 | $670K | Buy |
19,155
+492
| +3% | +$18K | ﹤0.01% | 888 |
|
|
2023
Q2 | $679K | Buy |
18,663
+654
| +4% | +$24.5K | ﹤0.01% | 843 |
|
|
2023
Q1 | $673K | Sell |
18,009
-3,497
| -16% | -$125K | ﹤0.01% | 791 |
|
|
2022
Q4 | $744K | Sell |
21,506
-12,778
| -37% | -$420K | 0.01% | 692 |
|
|
2022
Q3 | $1.08M | Sell |
34,284
-101,565
| -75% | -$3.33M | 0.01% | 543 |
|
|
2022
Q2 | $4.66M | Sell |
135,849
-13,896
| -9% | -$494K | 0.04% | 300 |
|
|
2022
Q1 | $5.51M | Buy |
149,745
+76,447
| +104% | +$2.73M | 0.04% | 288 |
|
|
2021
Q4 | $2.55M | Buy |
+73,298
| New | +$2.51M | 0.02% | 386 |
|
|
2021
Q2 | $3.53M | Buy |
104,586
+52,293
| +100% | +$1.81M | 0.03% | 329 |
|
|
2021
Q1 | $3.53M | Hold |
52,293
| – | – | 0.03% | 329 |
|
|
2020
Q4 | $3.53M | Hold |
52,293
| – | – | 0.03% | 329 |
|
|
2020
Q3 | $3.53M | Hold |
52,293
| – | – | 0.03% | 329 |
|
|
2020
Q2 | $3.53M | Hold |
52,293
| – | – | 0.03% | 329 |
|
|
2020
Q1 | $3.53M | Hold |
52,293
| – | – | 0.03% | 329 |
|
|
2019
Q4 | $3.53M | Hold |
52,293
| – | – | 0.03% | 329 |
|
|
2019
Q3 | $3.53M | Hold |
52,293
| – | – | 0.03% | 329 |
|
|
2019
Q2 | $3.53M | Hold |
52,293
| – | – | 0.03% | 329 |
|
|
2019
Q1 | $3.53M | Buy |
52,293
+42,854
| +454% | +$1.07M | 0.03% | 329 |
|
|
2018
Q4 | $232K | Buy |
9,439
+4,969
| +111% | +$117K | 0.01% | 570 |
|
|
2018
Q3 | $102K | Buy |
4,470
+145
| +3% | +$3.37K | ﹤0.01% | 619 |
|
|
2018
Q2 | $104K | Hold |
4,325
| – | – | ﹤0.01% | 513 |
|
|
2018
Q1 | $110K | Buy |
4,325
+3,500
| +424% | +$89.4K | ﹤0.01% | 432 |
|
|
2017
Q4 | $21K | Hold |
825
| – | – | ﹤0.01% | 684 |
|
|
2017
Q3 | $20K | Sell |
825
-190
| -19% | -$4.67K | ﹤0.01% | 705 |
|
|
2017
Q2 | $24K | Hold |
1,015
| – | – | ﹤0.01% | 605 |
|
|
2017
Q1 | $24K | Buy |
1,015
+415
| +69% | +$9.75K | ﹤0.01% | 570 |
|
|
2016
Q4 | $13K | Buy |
600
+401
| +202% | +$9.4K | ﹤0.01% | 682 |
|
|
2016
Q3 | $5K | Sell |
199
-12,686
| -98% | -$326K | ﹤0.01% | 825 |
|
|
2016
Q2 | $329K | Buy |
12,885
+12,285
| +2,048% | +$298K | 0.02% | 221 |
|
|
2016
Q1 | $14K | Hold |
600
| – | – | ﹤0.01% | 487 |
|
|
2015
Q4 | $12K | Sell |
600
-359
| -37% | -$7.66K | ﹤0.01% | 442 |
|
|
2015
Q3 | $21K | Buy |
+959
| New | +$20.8K | ﹤0.01% | 363 |
|
|
2014
Q1 | – | Sell |
-600
| Closed | -$14K | – | 304 |
|
|
2013
Q4 | $14K | Buy |
+600
| New | +$14.8K | ﹤0.01% | 409 |
|
Other funds holding IAU
Carson Wealth (CWM LLC)'s IAU Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its iShares Gold Trust (IAU) stake by 61% in Q1 2026, selling an estimated $109M and leaving 766,371 shares worth $67.6M. The position accounts for 0.18% of the portfolio, ranked #120.
Carson Wealth (CWM LLC) first reported a position in IAU in Q4 2013 and has held it in 43 quarters since. The position peaked at $159M in Q4 2025. 1,964 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Carson Wealth (CWM LLC) held 766,371 shares of iShares Gold Trust worth $67.6M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 1,187,742 iShares Gold Trust shares in Q1 2026, an estimated $109M.
- iShares Gold Trust made up 0.18% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #120 holding.
- Carson Wealth (CWM LLC) first reported a position in iShares Gold Trust in Q4 2013 and has held it in 43 quarters since.
- Carson Wealth (CWM LLC)'s iShares Gold Trust position peaked at $159M in Q4 2025.
- 1,964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.