Atomi Financial Group’s Sprott Gold Miners ETF SGDM Stock Holding History

Atomi Financial 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
2026 Q1	–	Sell	-6,268	Closed	-$436K	–	1304
2025 Q4	$436K	Sell	6,268 -35	-0.6%	-$2.25K	0.01%	759
2025 Q3	$391K	Sell	6,303 -1,048	-14%	-$53.3K	0.01%	759
2025 Q2	$333K	Sell	7,351 -1,856	-20%	-$78.2K	0.01%	760
2025 Q1	$349K	Buy	+9,207	New	+$303K	0.02%	691

Other funds holding SGDM

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

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

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

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Atomi Financial Group's SGDM Position: Q1 2026 in Review

Atomi Financial Group sold out of Sprott Gold Miners ETF (SGDM) in Q1 2026, closing a stake of 6,268 shares — an estimated $436K sold.

Atomi Financial Group first reported a position in SGDM in Q1 2025 and held it in 4 quarters. The position peaked at $436K in Q4 2025. 125 funds tracked by Wall St. Rank hold SGDM as of Q1 2026.

Atomi Financial Group reported no remaining Sprott Gold Miners ETF position as of Q1 2026 after selling out during the quarter.
Atomi Financial Group sold 6,268 Sprott Gold Miners ETF shares in Q1 2026, an estimated $436K.
Atomi Financial Group first reported a position in Sprott Gold Miners ETF in Q1 2025 and held it in 4 quarters.
Atomi Financial Group's Sprott Gold Miners ETF position peaked at $436K in Q4 2025.
125 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.