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

Avior 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
2025 Q1	–	Sell	-162	Closed	-$4.5K	–	2043
2024 Q4	$4.5K	Hold	162	–	–	﹤0.01%	1891
2024 Q3	$5.02K	Hold	162	–	–	﹤0.01%	1781
2024 Q2	$4.32K	Hold	162	–	–	﹤0.01%	1765
2024 Q1	$4.11K	Hold	162	–	–	﹤0.01%	2127
2023 Q4	$4.05K	Hold	162	–	–	﹤0.01%	1202
2023 Q3	$3.71K	Hold	162	–	–	﹤0.01%	1276
2023 Q2	$4.19K	Hold	162	–	–	﹤0.01%	1226
2023 Q1	$4.57K	Hold	162	–	–	﹤0.01%	1225
2022 Q4	$4.01K	Hold	162	–	–	﹤0.01%	981
2022 Q3	$3K	Hold	162	–	–	﹤0.01%	994
2022 Q2	$3K	Hold	162	–	–	﹤0.01%	920
2022 Q1	$5K	Buy	+162	New	+$4.73K	﹤0.01%	911

Other funds holding SGDM

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

Auxano Advisors Bellevue, Washington $528M AUM 23.67% 1-Year Est. Return

RAM

Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Avior Wealth Management's SGDM Position: Q1 2025 in Review

Avior Wealth Management sold out of Sprott Gold Miners ETF (SGDM) in Q1 2025, closing a stake of 162 shares — an estimated $4.5K sold.

Avior Wealth Management first reported a position in SGDM in Q1 2022 and held it in 12 quarters. The position peaked at $5.02K in Q3 2024. 78 funds tracked by Wall St. Rank hold SGDM as of Q1 2025.

Avior Wealth Management reported no remaining Sprott Gold Miners ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 162 Sprott Gold Miners ETF shares in Q1 2025, an estimated $4.5K.
Avior Wealth Management first reported a position in Sprott Gold Miners ETF in Q1 2022 and held it in 12 quarters.
Avior Wealth Management's Sprott Gold Miners ETF position peaked at $5.02K in Q3 2024.
78 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.