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 Q2	$12.6K	Sell	200 -157	-44%	-$11.5K	﹤0.01%	3562
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 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

Allworth Financial's SGDM Position: Q2 2026 in Review

Allworth Financial reduced its Sprott Gold Miners ETF (SGDM) stake by 44% in Q2 2026, selling an estimated $11.5K and leaving 200 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3562.

Allworth Financial first reported a position in SGDM in Q1 2023 and has held it in 14 quarters since. The position peaked at $27K in Q1 2026. 104 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

Allworth Financial held 200 shares of Sprott Gold Miners ETF worth $12.6K as of Q2 2026.
Allworth Financial sold 157 Sprott Gold Miners ETF shares in Q2 2026, an estimated $11.5K.
Sprott Gold Miners ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3562 holding.
Allworth Financial first reported a position in Sprott Gold Miners ETF in Q1 2023 and has held it in 14 quarters since.
Allworth Financial's Sprott Gold Miners ETF position peaked at $27K in Q1 2026.
104 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.