AF
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Allworth Financial’s Sprott Gold Miners ETF SGDM Stock Holding History

Allworth 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
Q1 		$27K Hold
357
– – ﹤0.01% 2781
2025
Q4 		$24.9K Buy
357
+42
+13% +$2.71K ﹤0.01% 2663
2025
Q3 		$19.5K Hold
315
– – ﹤0.01% 2727
2025
Q2 		$14.3K Buy
315
+200
+174% +$8.43K ﹤0.01% 2719
2025
Q1 		$4.81K Hold
115
– – ﹤0.01% 2781
2024
Q4 		$3.47K Hold
115
– – ﹤0.01% 2923
2024
Q3 		$3.56K Hold
115
– – ﹤0.01% 2716
2024
Q2 		$3.36K Hold
115
– – ﹤0.01% 2696
2024
Q1 		$2.92K Hold
115
– – ﹤0.01% 2652
2023
Q4 		$2.87K Hold
115
– – ﹤0.01% 2515
2023
Q3 		$2.63K Hold
115
– – ﹤0.01% 2410
2023
Q2 		$2.98K Hold
115
– – ﹤0.01% 2319
2023
Q1 		$3.25K Buy
+115
New +$3.02K ﹤0.01% 2211

Other funds holding SGDM

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $904M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return