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

Baystate 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
2022
Q4 		– Sell
-430
Closed -$9K – 980
2022
Q3 		$9K Hold
430
– – ﹤0.01% 566
2022
Q2 		$10K Hold
430
– – ﹤0.01% 564
2022
Q1 		$14K Hold
430
– – ﹤0.01% 519
2021
Q4 		$12K Buy
430
+5
+1% +$136 ﹤0.01% 550
2021
Q3 		$11K Buy
+425
New +$11.6K ﹤0.01% 520

Other funds holding SGDM

ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baystate Wealth Management's SGDM Position: Q4 2022 in Review

Baystate Wealth Management sold out of Sprott Gold Miners ETF (SGDM) in Q4 2022, closing a stake of 430 shares — an estimated $9K sold.

Baystate Wealth Management first reported a position in SGDM in Q3 2021 and held it in 5 quarters. The position peaked at $14K in Q1 2022. 59 funds tracked by Wall St. Rank hold SGDM as of Q4 2022.

  • Baystate Wealth Management reported no remaining Sprott Gold Miners ETF position as of Q4 2022 after selling out during the quarter.
  • Baystate Wealth Management sold 430 Sprott Gold Miners ETF shares in Q4 2022, an estimated $9K.
  • Baystate Wealth Management first reported a position in Sprott Gold Miners ETF in Q3 2021 and held it in 5 quarters.
  • Baystate Wealth Management's Sprott Gold Miners ETF position peaked at $14K in Q1 2022.
  • 59 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q4 2022.

Based on Baystate Wealth Management's 13F filing for Q4 2022, filed 13 Jan 2023.