Barry Investment Advisors’s Sprott Gold Miners ETF SGDM Stock Holding History

Barry Investment Advisors’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	$486K	Hold	7,736	–	–	0.1%	60
2026 Q1	$584K	Sell	7,736 -164	-2%	-$13.2K	0.13%	56
2025 Q4	$550K	Hold	7,900	–	–	0.12%	59
2025 Q3	$490K	Sell	7,900 -85	-1%	-$4.32K	0.11%	69
2025 Q2	$361K	Hold	7,985	–	–	0.09%	78
2025 Q1	$303K	Hold	7,985	–	–	0.08%	86
2024 Q4	$222K	Hold	7,985	–	–	0.07%	99
2024 Q3	$247K	Buy	7,985 +235	+3%	+$6.97K	0.08%	100
2024 Q2	$207K	Buy	+7,750	New	+$209K	0.07%	110
2023 Q3	–	Sell	-10,647	Closed	-$276K	–	119
2023 Q2	$276K	Hold	10,647	–	–	0.09%	97
2023 Q1	$301K	Hold	10,647	–	–	0.1%	94
2022 Q4	$264K	Hold	10,647	–	–	0.08%	97
2022 Q3	$227K	Sell	10,647 -753	-7%	-$16.7K	0.08%	105
2022 Q2	$277K	Hold	11,400	–	–	0.08%	104
2022 Q1	$376K	Hold	11,400	–	–	0.1%	97
2021 Q4	$312K	Buy	+11,400	New	+$310K	0.08%	98

Other funds holding SGDM

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

One Plus One Wealth Management Jupiter, Florida $229M AUM 28.06% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

West Branch Capital Amherst, Massachusetts $430M AUM 41.9% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return