Carson Wealth (CWM LLC)
SGDM icon

Carson Wealth (CWM LLC)’s Sprott Gold Miners ETF SGDM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SGDM Stock Details SGDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$78.2K Hold
1,035
– – ﹤0.01% 3470
2025
Q4 		$72K Sell
1,035
-101
-9% -$6.51K ﹤0.01% 3332
2025
Q3 		$70K Buy
1,136
+60
+6% +$3.05K ﹤0.01% 3251
2025
Q2 		$49K Hold
1,076
– – ﹤0.01% 3305
2025
Q1 		$41K Hold
1,076
– – ﹤0.01% 3147
2024
Q4 		$30K Sell
1,076
-115
-10% -$3.48K ﹤0.01% 3180
2024
Q3 		$37K Buy
1,191
+107
+10% +$3.17K ﹤0.01% 2935
2024
Q2 		$29K Buy
1,084
+122
+13% +$3.29K ﹤0.01% 2873
2024
Q1 		$24K Sell
962
-127
-12% -$2.92K ﹤0.01% 2784
2023
Q4 		$27K Buy
1,089
+9
+0.8% +$217 ﹤0.01% 2579
2023
Q3 		$25K Buy
1,080
+127
+13% +$3.19K ﹤0.01% 2541
2023
Q2 		$25K Buy
953
+653
+218% +$18.4K ﹤0.01% 2492
2023
Q1 		$8K Hold
300
– – ﹤0.01% 3099
2022
Q4 		$7K Hold
300
– – ﹤0.01% 3029
2022
Q3 		$6K Hold
300
– – ﹤0.01% 3004
2022
Q2 		$7K Hold
300
– – ﹤0.01% 2825
2022
Q1 		$10K Hold
300
– – ﹤0.01% 2494
2021
Q4 		$8K Buy
+300
New +$8.15K ﹤0.01% 2499
2021
Q2 		$8K Hold
300
– – ﹤0.01% 2208
2021
Q1 		$8K Hold
300
– – ﹤0.01% 2207
2020
Q4 		$8K Hold
300
– – ﹤0.01% 2207
2020
Q3 		$8K Hold
300
– – ﹤0.01% 2207
2020
Q2 		$8K Hold
300
– – ﹤0.01% 2206
2020
Q1 		$8K Hold
300
– – ﹤0.01% 2206
2019
Q4 		$8K Hold
300
– – ﹤0.01% 2206
2019
Q3 		$8K Hold
300
– – ﹤0.01% 2206
2019
Q2 		$8K Hold
300
– – ﹤0.01% 2206
2019
Q1 		$8K Buy
+300
New +$5.62K ﹤0.01% 2206

Other funds holding SGDM

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $948M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Sprott Gold Miners ETF (SGDM) position steady in Q1 2026 at 1,035 shares worth $78.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3470.

Carson Wealth (CWM LLC) first reported a position in SGDM in Q1 2019 and has held it in 28 quarters since. 125 funds tracked by Wall St. Rank hold SGDM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,035 shares of Sprott Gold Miners ETF worth $78.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Sprott Gold Miners ETF share count unchanged in Q1 2026.
  • Sprott Gold Miners ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3470 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sprott Gold Miners ETF in Q1 2019 and has held it in 28 quarters since.
  • 125 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2026.

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