Carson Wealth (CWM LLC)
SAND

Carson Wealth (CWM LLC)’s Sandstorm Gold SAND Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SAND Stock Details SAND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-100
Closed -$1K – 5118
2024
Q3 		$1K Buy
+100
New +$568 ﹤0.01% 4694
2023
Q3 		– Sell
-2,000
Closed -$10K – 4493
2023
Q2 		$10K Buy
+2,000
New +$11.1K ﹤0.01% 3100
2022
Q3 		– Sell
-2,002
Closed -$12K – 4155
2022
Q2 		$12K Hold
2,002
– – ﹤0.01% 2480
2022
Q1 		$16K Hold
2,002
– – ﹤0.01% 2227
2021
Q4 		$12K Buy
+2,002
New +$12.5K ﹤0.01% 2262
2021
Q2 		$16K Hold
2,002
– – ﹤0.01% 1901
2021
Q1 		$16K Hold
2,002
– – ﹤0.01% 1901
2020
Q4 		$16K Hold
2,002
– – ﹤0.01% 1901
2020
Q3 		$16K Hold
2,002
– – ﹤0.01% 1901
2020
Q2 		$16K Hold
2,002
– – ﹤0.01% 1901
2020
Q1 		$16K Hold
2,002
– – ﹤0.01% 1901
2019
Q4 		$16K Hold
2,002
– – ﹤0.01% 1901
2019
Q3 		$16K Hold
2,002
– – ﹤0.01% 1901
2019
Q2 		$16K Hold
2,002
– – ﹤0.01% 1901
2019
Q1 		$16K Buy
+2,002
New +$10.6K ﹤0.01% 1901

Other funds holding SAND

ORP
Orion Resource Partners New York $219M AUM 133.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SAND Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Sandstorm Gold (SAND) in Q4 2024, closing a stake of 100 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in SAND in Q1 2019 and held it in 15 quarters. The position peaked at $16K in Q1 2022. 217 funds tracked by Wall St. Rank hold SAND as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Sandstorm Gold position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 100 Sandstorm Gold shares in Q4 2024, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Sandstorm Gold in Q1 2019 and held it in 15 quarters.
  • Carson Wealth (CWM LLC)'s Sandstorm Gold position peaked at $16K in Q1 2022.
  • 217 funds tracked by Wall St. Rank held Sandstorm Gold as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.