Advisor Group’s Sprott Gold Miners ETF SGDM Stock Holding History

Advisor Group’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
2019 Q4	$40K	Buy	1,576 +756	+92%	+$17.7K	﹤0.01%	3565
2019 Q3	$19K	Sell	820 -500	-38%	-$12K	﹤0.01%	3995
2019 Q2	$29K	Hold	1,320	–	–	﹤0.01%	3729
2019 Q1	$25K	Hold	1,320	–	–	﹤0.01%	3865
2018 Q4	$23K	Buy	1,320 +500	+61%	+$8.09K	﹤0.01%	3719
2018 Q3	$13K	Hold	820	–	–	﹤0.01%	4132
2018 Q2	$16K	Hold	820	–	–	﹤0.01%	3844
2018 Q1	$16K	Hold	820	–	–	﹤0.01%	3824
2017 Q4	$17K	Hold	820	–	–	﹤0.01%	3804
2017 Q3	$17K	Hold	820	–	–	﹤0.01%	3658
2017 Q2	$16K	Hold	820	–	–	﹤0.01%	3646
2017 Q1	$16K	Hold	820	–	–	﹤0.01%	3503
2016 Q4	$15K	Hold	820	–	–	﹤0.01%	3409
2016 Q3	$20K	Sell	820 -2,350	-74%	-$62.8K	﹤0.01%	3150
2016 Q2	$81K	Buy	+3,170	New	+$70.7K	﹤0.01%	2078

Other funds holding SGDM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sloane Robinson London, United Kingdom $108M AUM 78.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Group's SGDM Position: Q4 2019 in Review

Advisor Group increased its Sprott Gold Miners ETF (SGDM) stake by 92% in Q4 2019, buying an estimated $17.7K and bringing the position to 1,576 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #3565.

Advisor Group first reported a position in SGDM in Q2 2016 and has held it in 15 quarters since. The position peaked at $81K in Q2 2016. 44 funds tracked by Wall St. Rank hold SGDM as of Q4 2019.

Advisor Group held 1,576 shares of Sprott Gold Miners ETF worth $40K as of Q4 2019.
Advisor Group bought 756 Sprott Gold Miners ETF shares in Q4 2019, an estimated $17.7K.
Sprott Gold Miners ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3565 holding.
Advisor Group first reported a position in Sprott Gold Miners ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Sprott Gold Miners ETF position peaked at $81K in Q2 2016.
44 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.