Carson Wealth (CWM LLC)’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.7M | Buy |
1,037,216
+56,643
| +6% | +$3.53M | 0.23% | 90 |
|
|
2025
Q1 | $57.8M | Buy |
980,573
+212,603
| +28% | +$12.5M | 0.23% | 92 |
|
|
2024
Q4 | $38M | Buy |
767,970
+734,327
| +2,183% | +$36.4M | 0.16% | 117 |
|
|
2024
Q3 | $1.67M | Sell |
33,643
-417
| -1% | -$20.7K | 0.01% | 779 |
|
|
2024
Q2 | $1.5M | Buy |
34,060
+1,984
| +6% | +$87.1K | 0.01% | 724 |
|
|
2024
Q1 | $1.35M | Buy |
32,076
+11,142
| +53% | +$468K | 0.01% | 739 |
|
|
2023
Q4 | $817K | Buy |
20,934
+1,779
| +9% | +$69.4K | ﹤0.01% | 888 |
|
|
2023
Q3 | $670K | Buy |
19,155
+492
| +3% | +$17.2K | ﹤0.01% | 886 |
|
|
2023
Q2 | $679K | Buy |
18,663
+654
| +4% | +$23.8K | ﹤0.01% | 842 |
|
|
2023
Q1 | $673K | Sell |
18,009
-3,497
| -16% | -$131K | ﹤0.01% | 789 |
|
|
2022
Q4 | $744K | Sell |
21,506
-12,778
| -37% | -$442K | 0.01% | 690 |
|
|
2022
Q3 | $1.08M | Sell |
34,284
-101,565
| -75% | -$3.2M | 0.01% | 541 |
|
|
2022
Q2 | $4.66M | Sell |
135,849
-13,896
| -9% | -$477K | 0.04% | 300 |
|
|
2022
Q1 | $5.52M | Buy |
149,745
+76,447
| +104% | +$2.82M | 0.04% | 288 |
|
|
2021
Q4 | $2.55M | Buy |
+73,298
| New | +$2.55M | 0.02% | 385 |
|
|
2021
Q2 | $3.53M | Buy |
104,586
+52,293
| +100% | +$1.76M | 0.03% | 328 |
|
|
2021
Q1 | $3.53M | Hold |
52,293
| – | – | 0.03% | 328 |
|
|
2020
Q4 | $3.53M | Hold |
52,293
| – | – | 0.03% | 328 |
|
|
2020
Q3 | $3.53M | Hold |
52,293
| – | – | 0.03% | 328 |
|
|
2020
Q2 | $3.53M | Hold |
52,293
| – | – | 0.03% | 328 |
|
|
2020
Q1 | $3.53M | Hold |
52,293
| – | – | 0.03% | 328 |
|
|
2019
Q4 | $3.53M | Hold |
52,293
| – | – | 0.03% | 328 |
|
|
2019
Q3 | $3.53M | Hold |
52,293
| – | – | 0.03% | 328 |
|
|
2019
Q2 | $3.53M | Hold |
52,293
| – | – | 0.03% | 328 |
|
|
2019
Q1 | $3.53M | Buy |
52,293
+42,854
| +454% | +$2.89M | 0.03% | 328 |
|
|
2018
Q4 | $232K | Buy |
9,439
+4,969
| +111% | +$122K | 0.01% | 569 |
|
|
2018
Q3 | $102K | Buy |
4,470
+145
| +3% | +$3.31K | ﹤0.01% | 617 |
|
|
2018
Q2 | $104K | Hold |
4,325
| – | – | ﹤0.01% | 511 |
|
|
2018
Q1 | $110K | Buy |
4,325
+3,500
| +424% | +$89K | ﹤0.01% | 431 |
|
|
2017
Q4 | $21K | Hold |
825
| – | – | ﹤0.01% | 683 |
|
|
2017
Q3 | $20K | Sell |
825
-190
| -19% | -$4.61K | ﹤0.01% | 704 |
|
|
2017
Q2 | $24K | Hold |
1,015
| – | – | ﹤0.01% | 604 |
|
|
2017
Q1 | $24K | Buy |
1,015
+415
| +69% | +$9.81K | ﹤0.01% | 569 |
|
|
2016
Q4 | $13K | Buy |
600
+401
| +202% | +$8.69K | ﹤0.01% | 681 |
|
|
2016
Q3 | $5K | Sell |
199
-12,686
| -98% | -$319K | ﹤0.01% | 824 |
|
|
2016
Q2 | $329K | Buy |
12,885
+12,285
| +2,048% | +$314K | 0.02% | 220 |
|
|
2016
Q1 | $14K | Hold |
600
| – | – | ﹤0.01% | 486 |
|
|
2015
Q4 | $12K | Sell |
600
-359
| -37% | -$7.18K | ﹤0.01% | 441 |
|
|
2015
Q3 | $21K | Buy |
+959
| New | +$21K | ﹤0.01% | 362 |
|
|
2014
Q1 | – | Sell |
-600
| Closed | -$14K | – | 280 |
|
|
2013
Q4 | $14K | Buy |
+600
| New | +$14K | ﹤0.01% | 375 |
|