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Blue Trust Inc’s Sprott Gold Miners ETF SGDM Stock Holding History

Blue Trust Inc’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 		$76.5K Buy
1,216
+916
+305% +$66.8K ﹤0.01% 1154
2026
Q1 		$22.6K Hold
300
– – ﹤0.01% 1606
2025
Q4 		$20.9K Hold
300
– – ﹤0.01% 1671
2025
Q3 		$18.6K Sell
300
-1,144
-79% -$58.1K ﹤0.01% 1687
2025
Q2 		$65.3K Buy
1,444
+1,144
+381% +$48.2K ﹤0.01% 1246
2025
Q1 		$11.4K Hold
300
– – ﹤0.01% 1841
2024
Q4 		$8.33K Hold
300
– – ﹤0.01% 1995
2024
Q3 		$8K Buy
+300
New +$8.9K ﹤0.01% 2270

Other funds holding SGDM

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Blue Trust Inc's SGDM Position: Q2 2026 in Review

Blue Trust Inc increased its Sprott Gold Miners ETF (SGDM) stake by 305% in Q2 2026, buying an estimated $66.8K and bringing the position to 1,216 shares worth $76.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Blue Trust Inc first reported a position in SGDM in Q3 2024 and has held it in 8 quarters since. 104 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

  • Blue Trust Inc held 1,216 shares of Sprott Gold Miners ETF worth $76.5K as of Q2 2026.
  • Blue Trust Inc bought 916 Sprott Gold Miners ETF shares in Q2 2026, an estimated $66.8K.
  • Sprott Gold Miners ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1154 holding.
  • Blue Trust Inc first reported a position in Sprott Gold Miners ETF in Q3 2024 and has held it in 8 quarters since.
  • 104 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.