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Beacon Pointe Advisors’s Sprott Gold Miners ETF SGDM Stock Holding History

Beacon Pointe 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
Q1 		$1.44M Sell
19,138
-258
-1% -$20.8K 0.01% 853
2025
Q4 		$1.35M Buy
19,396
+43
+0.2% +$2.77K 0.01% 733
2025
Q3 		$1.2M Buy
+19,353
New +$984K 0.01% 703

Other funds holding SGDM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $904M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Beacon Pointe Advisors's SGDM Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its Sprott Gold Miners ETF (SGDM) stake by 1.3% in Q1 2026, selling an estimated $20.8K and leaving 19,138 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #853.

Beacon Pointe Advisors first reported a position in SGDM in Q3 2025 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold SGDM as of Q1 2026.

  • Beacon Pointe Advisors held 19,138 shares of Sprott Gold Miners ETF worth $1.44M as of Q1 2026.
  • Beacon Pointe Advisors sold 258 Sprott Gold Miners ETF shares in Q1 2026, an estimated $20.8K.
  • Sprott Gold Miners ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #853 holding.
  • Beacon Pointe Advisors first reported a position in Sprott Gold Miners ETF in Q3 2025 and has held it in 3 quarters since.
  • 124 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.