Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SGOL Stock Details SGOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.9M Buy
445,703
+36,994
+9% +$1.72M 0.05% 330
2025
Q4 		$16.8M Sell
408,709
-10,284
-2% -$407K 0.05% 371
2025
Q3 		$15.4M Sell
418,993
-6,763
-2% -$223K 0.05% 352
2025
Q2 		$13.4M Sell
425,756
-39,838
-9% -$1.25M 0.05% 325
2025
Q1 		$13.9M Sell
465,594
-1,697
-0.4% -$46.4K 0.06% 284
2024
Q4 		$11.7M Sell
467,291
-6,631
-1% -$168K 0.05% 294
2024
Q3 		$11.9M Buy
473,922
+64,316
+16% +$1.52M 0.05% 283
2024
Q2 		$9.1M Sell
409,606
-20,097
-5% -$449K 0.04% 311
2024
Q1 		$9.13M Sell
429,703
-106,200
-20% -$2.1M 0.04% 307
2023
Q4 		$10.6M Sell
535,903
-161,139
-23% -$3.05M 0.06% 266
2023
Q3 		$12.3M Sell
697,042
-285,985
-29% -$5.27M 0.08% 211
2023
Q2 		$18.1M Sell
983,027
-86,174
-8% -$1.63M 0.11% 169
2023
Q1 		$20.2M Sell
1,069,201
-79,993
-7% -$1.45M 0.14% 146
2022
Q4 		$20.1M Sell
1,149,194
-58,888
-5% -$976K 0.15% 142
2022
Q3 		$19.2M Sell
1,208,082
-16,598
-1% -$275K 0.15% 131
2022
Q2 		$21.2M Buy
1,224,680
+533,389
+77% +$9.58M 0.16% 118
2022
Q1 		$12.8M Sell
691,291
-147,400
-18% -$2.66M 0.09% 183
2021
Q4 		$14.7M Buy
+838,691
New +$14.5M 0.1% 180
2021
Q2 		$3.76M Hold
221,183
– – 0.03% 322
2021
Q1 		$3.76M Hold
221,183
– – 0.03% 322
2020
Q4 		$3.76M Hold
221,183
– – 0.03% 322
2020
Q3 		$3.76M Hold
221,183
– – 0.03% 322
2020
Q2 		$3.76M Hold
221,183
– – 0.03% 322
2020
Q1 		$3.76M Hold
221,183
– – 0.03% 322
2019
Q4 		$3.76M Sell
221,183
-1,990,647
-90% -$28.4M 0.03% 322
2019
Q3 		$3.76M Hold
2,211,830
– – 0.03% 322
2019
Q2 		$3.76M Hold
2,211,830
– – 0.03% 322
2019
Q1 		$3.76M Buy
+2,211,830
New +$27.8M 0.03% 322
2018
Q4 		– Sell
-6,800
Closed -$78K – 2224
2018
Q3 		$78K Hold
6,800
– – ﹤0.01% 661
2018
Q2 		$82K Buy
+6,800
New +$85.9K ﹤0.01% 554

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its abrdn Physical Gold Shares ETF (SGOL) stake by 9.1% in Q1 2026, buying an estimated $1.72M and bringing the position to 445,703 shares worth $19.9M. The position accounts for 0.05% of the portfolio, ranked #330.

Carson Wealth (CWM LLC) first reported a position in SGOL in Q2 2018 and has held it in 30 quarters since. The position peaked at $21.2M in Q2 2022. 489 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 445,703 shares of abrdn Physical Gold Shares ETF worth $19.9M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 36,994 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $1.72M.
  • abrdn Physical Gold Shares ETF made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #330 holding.
  • Carson Wealth (CWM LLC) first reported a position in abrdn Physical Gold Shares ETF in Q2 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s abrdn Physical Gold Shares ETF position peaked at $21.2M in Q2 2022.
  • 489 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

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