Carson Wealth (CWM LLC)
USAU icon

Carson Wealth (CWM LLC)’s US Gold Corp USAU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio USAU Stock Details USAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$775 Buy
51
+18
+55% +$323 ﹤0.01% 5433
2025
Q4 		$1K Hold
33
– – ﹤0.01% 5298
2025
Q3 		$1K Buy
+33
New +$421 ﹤0.01% 5202

Other funds holding USAU

PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its US Gold Corp (USAU) stake by 55% in Q1 2026, buying an estimated $323 and bringing the position to 51 shares worth $775. The position accounts for ﹤0.01% of the portfolio, ranked #5433.

Carson Wealth (CWM LLC) first reported a position in USAU in Q3 2025 and has held it in 3 quarters since. The position peaked at $1K in Q4 2025. 94 funds tracked by Wall St. Rank hold USAU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 51 shares of US Gold Corp worth $775 as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 18 US Gold Corp shares in Q1 2026, an estimated $323.
  • US Gold Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5433 holding.
  • Carson Wealth (CWM LLC) first reported a position in US Gold Corp in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s US Gold Corp position peaked at $1K in Q4 2025.
  • 94 funds tracked by Wall St. Rank held US Gold Corp as of Q1 2026.

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