Advisornet Financial’s Sprott Gold Miners ETF SGDM Stock Holding History

Advisornet Financial’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 Q2	$343K	Buy	5,455 +35	+0.6%	+$2.55K	0.02%	506
2026 Q1	$409K	Buy	5,420 +1,200	+28%	+$96.7K	0.02%	432
2025 Q4	$294K	Buy	4,220 +55	+1%	+$3.54K	0.02%	505
2025 Q3	$258K	Buy	4,165 +1,480	+55%	+$75.2K	0.01%	521
2025 Q2	$121K	Buy	2,685 +2,325	+646%	+$98K	0.01%	709
2025 Q1	$13.7K	Hold	360	–	–	﹤0.01%	1321
2024 Q4	$9.99K	Hold	360	–	–	﹤0.01%	1323
2024 Q3	$11.2K	Hold	360	–	–	﹤0.01%	1389
2024 Q2	$9.6K	Hold	360	–	–	﹤0.01%	1321
2024 Q1	$9.12K	Buy	+360	New	+$8.27K	﹤0.01%	1315

Other funds holding SGDM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisornet Financial's SGDM Position: Q2 2026 in Review

Advisornet Financial increased its Sprott Gold Miners ETF (SGDM) stake by 0.65% in Q2 2026, buying an estimated $2.55K and bringing the position to 5,455 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #506.

Advisornet Financial first reported a position in SGDM in Q1 2024 and has held it in 10 quarters since. The position peaked at $409K in Q1 2026. 106 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

Advisornet Financial held 5,455 shares of Sprott Gold Miners ETF worth $343K as of Q2 2026.
Advisornet Financial bought 35 Sprott Gold Miners ETF shares in Q2 2026, an estimated $2.55K.
Sprott Gold Miners ETF made up 0.02% of Advisornet Financial's portfolio in Q2 2026, its #506 holding.
Advisornet Financial first reported a position in Sprott Gold Miners ETF in Q1 2024 and has held it in 10 quarters since.
Advisornet Financial's Sprott Gold Miners ETF position peaked at $409K in Q1 2026.
106 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.