Bank of Montreal
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Bank of Montreal’s Sprott Gold Miners ETF SGDM Stock Holding History

Bank of Montreal’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
2024
Q2 		– Sell
-68,852
Closed -$1.75M – 4202
2024
Q1 		$1.75M Buy
68,852
+67,304
+4,348% +$1.55M ﹤0.01% 1700
2023
Q4 		$40.1K Sell
1,548
-2,368
-60% -$57.2K ﹤0.01% 3612
2023
Q3 		$102K Buy
+3,916
New +$98.5K ﹤0.01% 3275
2022
Q2 		– Sell
-10,948
Closed -$364K – 4404
2022
Q1 		$364K Buy
+10,948
New +$320K ﹤0.01% 3070
2021
Q2 		– Sell
-2,600
Closed -$75K – 4752
2021
Q1 		$75K Buy
+2,600
New +$73.6K ﹤0.01% 3529
2019
Q3 		– Sell
-5,950
Closed -$131K – 4957
2019
Q2 		$131K Hold
5,950
– – ﹤0.01% 3177
2019
Q1 		$113K Sell
5,950
-525
-8% -$9.84K ﹤0.01% 3005
2018
Q4 		$113K Sell
6,475
-7,350
-53% -$119K ﹤0.01% 2889
2018
Q3 		$216K Buy
13,825
+10,000
+261% +$171K ﹤0.01% 2694
2018
Q2 		$74K Buy
+3,825
New +$75.2K ﹤0.01% 3262
2018
Q1 		– Sell
-480
Closed -$10K – 4313
2017
Q4 		$10K Hold
480
– – ﹤0.01% 3777
2017
Q3 		$10K Buy
+480
New +$9.89K ﹤0.01% 3704

Other funds holding SGDM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AA
Auxano Advisors Bellevue, Washington $528M AUM 23.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of Montreal's SGDM Position: Q2 2024 in Review

Bank of Montreal sold out of Sprott Gold Miners ETF (SGDM) in Q2 2024, closing a stake of 68,852 shares — an estimated $1.75M sold.

Bank of Montreal first reported a position in SGDM in Q3 2017 and held it in 12 quarters. The position peaked at $1.75M in Q1 2024. 68 funds tracked by Wall St. Rank hold SGDM as of Q2 2024.

  • Bank of Montreal reported no remaining Sprott Gold Miners ETF position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 68,852 Sprott Gold Miners ETF shares in Q2 2024, an estimated $1.75M.
  • Bank of Montreal first reported a position in Sprott Gold Miners ETF in Q3 2017 and held it in 12 quarters.
  • Bank of Montreal's Sprott Gold Miners ETF position peaked at $1.75M in Q1 2024.
  • 68 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.