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AE Wealth Management’s Sprott Gold Miners ETF SGDM Stock Holding History

AE Wealth Management’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 		– Sell
-2,144
Closed -$162K – 2771
2026
Q1 		$162K Buy
2,144
+130
+6% +$10.5K ﹤0.01% 1657
2025
Q4 		$140K Buy
+2,014
New +$130K ﹤0.01% 1604

Other funds holding SGDM

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AE Wealth Management's SGDM Position: Q2 2026 in Review

AE Wealth Management sold out of Sprott Gold Miners ETF (SGDM) in Q2 2026, closing a stake of 2,144 shares — an estimated $162K sold.

AE Wealth Management first reported a position in SGDM in Q4 2025 and held it in 2 quarters. The position peaked at $162K in Q1 2026. 104 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

  • AE Wealth Management reported no remaining Sprott Gold Miners ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 2,144 Sprott Gold Miners ETF shares in Q2 2026, an estimated $162K.
  • AE Wealth Management first reported a position in Sprott Gold Miners ETF in Q4 2025 and held it in 2 quarters.
  • AE Wealth Management's Sprott Gold Miners ETF position peaked at $162K in Q1 2026.
  • 104 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.