Carson Wealth (CWM LLC)
USGO icon

Carson Wealth (CWM LLC)’s US GoldMining USGO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio USGO Stock Details USGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.4K Buy
1,413
+1,322
+1,453% +$15.8K ﹤0.01% 4534
2025
Q4 		$1K Buy
91
+49
+117% +$538 ﹤0.01% 5299
2025
Q3 		$1K Buy
+42
New +$376 ﹤0.01% 5203

Other funds holding USGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Carson Wealth (CWM LLC) increased its US GoldMining (USGO) stake by 1,453% in Q1 2026, buying an estimated $15.8K and bringing the position to 1,413 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4534.

Carson Wealth (CWM LLC) first reported a position in USGO in Q3 2025 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold USGO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,413 shares of US GoldMining worth $16.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,322 US GoldMining shares in Q1 2026, an estimated $15.8K.
  • US GoldMining made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4534 holding.
  • Carson Wealth (CWM LLC) first reported a position in US GoldMining in Q3 2025 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held US GoldMining as of Q1 2026.

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