Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Gold Trust Micro IAUM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IAUM Stock Details IAUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$67.7K Hold
1,450
– – ﹤0.01% 3578
2025
Q4 		$62K Sell
1,450
-1,860
-56% -$77K ﹤0.01% 3433
2025
Q3 		$127K Buy
3,310
+1,860
+128% +$64.2K ﹤0.01% 2790
2025
Q2 		$48K Sell
1,450
-469
-24% -$15.4K ﹤0.01% 3313
2025
Q1 		$60K Buy
1,919
+469
+32% +$13.4K ﹤0.01% 2822
2024
Q4 		$38K Buy
+1,450
New +$38.5K ﹤0.01% 2986
2023
Q1 		– Sell
-92
Closed -$2K – 4179
2022
Q4 		$2K Buy
+92
New +$1.59K ﹤0.01% 3564

Other funds holding IAUM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its iShares Gold Trust Micro (IAUM) position steady in Q1 2026 at 1,450 shares worth $67.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3578.

Carson Wealth (CWM LLC) first reported a position in IAUM in Q4 2022 and has held it in 7 quarters since. The position peaked at $127K in Q3 2025. 278 funds tracked by Wall St. Rank hold IAUM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,450 shares of iShares Gold Trust Micro worth $67.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares Gold Trust Micro share count unchanged in Q1 2026.
  • iShares Gold Trust Micro made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3578 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Gold Trust Micro in Q4 2022 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Gold Trust Micro position peaked at $127K in Q3 2025.
  • 278 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q1 2026.

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