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 Q3	$573K	Hold	7,736	–	–	0.11%	55
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

TIM

Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Barry Investment Advisors's SGDM Position: Q3 2026 in Review

Barry Investment Advisors held its Sprott Gold Miners ETF (SGDM) position steady in Q3 2026 at 7,736 shares worth $573K. The position accounts for 0.11% of the portfolio, ranked #55.

Barry Investment Advisors first reported a position in SGDM in Q4 2021 and has held it in 17 quarters since. The position peaked at $584K in Q1 2026. 10 funds tracked by Wall St. Rank hold SGDM as of Q3 2026.

Barry Investment Advisors held 7,736 shares of Sprott Gold Miners ETF worth $573K as of Q3 2026.
Barry Investment Advisors left its Sprott Gold Miners ETF share count unchanged in Q3 2026.
Sprott Gold Miners ETF made up 0.11% of Barry Investment Advisors's portfolio in Q3 2026, its #55 holding.
Barry Investment Advisors first reported a position in Sprott Gold Miners ETF in Q4 2021 and has held it in 17 quarters since.
Barry Investment Advisors's Sprott Gold Miners ETF position peaked at $584K in Q1 2026.
10 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q3 2026.

Based on Barry Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.