Carson Wealth (CWM LLC)
SA

Carson Wealth (CWM LLC)’s Seabridge Gold SA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SA Stock Details SA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$809K Buy
28,560
+734
+3% +$23.4K ﹤0.01% 1675
2025
Q4 		$823K Buy
27,826
+1,175
+4% +$30.9K ﹤0.01% 1614
2025
Q3 		$644K Buy
26,651
+1,060
+4% +$18.3K ﹤0.01% 1655
2025
Q2 		$372K Buy
25,591
+10,565
+70% +$134K ﹤0.01% 1738
2025
Q1 		$175K Buy
15,026
+1,775
+13% +$21.1K ﹤0.01% 2019
2024
Q4 		$151K Buy
13,251
+1,955
+17% +$30.1K ﹤0.01% 2016
2024
Q3 		$190K Buy
11,296
+431
+4% +$7.01K ﹤0.01% 1782
2024
Q2 		$149K Hold
10,865
– – ﹤0.01% 1741
2024
Q1 		$164K Buy
10,865
+140
+1% +$1.63K ﹤0.01% 1607
2023
Q4 		$130K Buy
10,725
+1,020
+11% +$11.7K ﹤0.01% 1613
2023
Q3 		$102K Buy
+9,705
New +$115K ﹤0.01% 1621
2022
Q2 		– Sell
-6,869
Closed -$127K – 4062
2022
Q1 		$127K Hold
6,869
– – ﹤0.01% 1237
2021
Q4 		$113K Buy
+6,869
New +$123K ﹤0.01% 1249
2021
Q2 		$454K Hold
25,871
– – ﹤0.01% 698
2021
Q1 		$454K Hold
25,871
– – ﹤0.01% 698
2020
Q4 		$454K Hold
25,871
– – ﹤0.01% 698
2020
Q3 		$454K Hold
25,871
– – ﹤0.01% 698
2020
Q2 		$454K Hold
25,871
– – ﹤0.01% 698
2020
Q1 		$454K Hold
25,871
– – ﹤0.01% 698
2019
Q4 		$454K Hold
25,871
– – ﹤0.01% 698
2019
Q3 		$454K Hold
25,871
– – ﹤0.01% 698
2019
Q2 		$454K Hold
25,871
– – ﹤0.01% 697
2019
Q1 		$454K Buy
+25,871
New +$353K ﹤0.01% 697

Other funds holding SA

KGI
Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Seabridge Gold (SA) stake by 2.6% in Q1 2026, buying an estimated $23.4K and bringing the position to 28,560 shares worth $809K. The position accounts for ﹤0.01% of the portfolio, ranked #1675.

Carson Wealth (CWM LLC) first reported a position in SA in Q1 2019 and has held it in 23 quarters since. The position peaked at $823K in Q4 2025. 197 funds tracked by Wall St. Rank hold SA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 28,560 shares of Seabridge Gold worth $809K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 734 Seabridge Gold shares in Q1 2026, an estimated $23.4K.
  • Seabridge Gold made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1675 holding.
  • Carson Wealth (CWM LLC) first reported a position in Seabridge Gold in Q1 2019 and has held it in 23 quarters since.
  • Carson Wealth (CWM LLC)'s Seabridge Gold position peaked at $823K in Q4 2025.
  • 197 funds tracked by Wall St. Rank held Seabridge Gold as of Q1 2026.

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