Beaumont Financial Advisors’s Sprott Gold Miners ETF SGDM Stock Holding History

Beaumont Financial 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	$498K	Sell	7,928 -185	-2%	-$13.5K	0.03%	245
2026 Q1	$612K	Buy	8,113 +200	+3%	+$16.1K	0.04%	212
2025 Q4	$551K	Buy	7,913 +261	+3%	+$16.8K	0.04%	219
2025 Q3	$474K	Buy	7,652 +736	+11%	+$37.4K	0.03%	248
2025 Q2	$313K	Buy	+6,916	New	+$292K	0.02%	286

Other funds holding SGDM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Beaumont Financial Advisors's SGDM Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Sprott Gold Miners ETF (SGDM) stake by 2.3% in Q2 2026, selling an estimated $13.5K and leaving 7,928 shares worth $498K. The position accounts for 0.03% of the portfolio, ranked #245.

Beaumont Financial Advisors first reported a position in SGDM in Q2 2025 and has held it in 5 quarters since. The position peaked at $612K in Q1 2026. 104 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

Beaumont Financial Advisors held 7,928 shares of Sprott Gold Miners ETF worth $498K as of Q2 2026.
Beaumont Financial Advisors sold 185 Sprott Gold Miners ETF shares in Q2 2026, an estimated $13.5K.
Sprott Gold Miners ETF made up 0.03% of Beaumont Financial Advisors's portfolio in Q2 2026, its #245 holding.
Beaumont Financial Advisors first reported a position in Sprott Gold Miners ETF in Q2 2025 and has held it in 5 quarters since.
Beaumont Financial Advisors's Sprott Gold Miners ETF position peaked at $612K in Q1 2026.
104 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.