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Blume Capital Management’s Sprott Gold Miners ETF SGDM Stock Holding History

Blume Capital 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
2023
Q1 		– Sell
-237
Closed -$5.87K – 330
2022
Q4 		$5.87K Hold
237
– – ﹤0.01% 269
2022
Q3 		$5K Buy
+237
New +$5.25K ﹤0.01% 274

Other funds holding SGDM

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AA
Auxano Advisors Bellevue, Washington $528M AUM 23.67% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Blume Capital Management's SGDM Position: Q1 2023 in Review

Blume Capital Management sold out of Sprott Gold Miners ETF (SGDM) in Q1 2023, closing a stake of 237 shares — an estimated $5.87K sold.

Blume Capital Management first reported a position in SGDM in Q3 2022 and held it in 2 quarters. The position peaked at $5.87K in Q4 2022. 69 funds tracked by Wall St. Rank hold SGDM as of Q1 2023.

  • Blume Capital Management reported no remaining Sprott Gold Miners ETF position as of Q1 2023 after selling out during the quarter.
  • Blume Capital Management sold 237 Sprott Gold Miners ETF shares in Q1 2023, an estimated $5.87K.
  • Blume Capital Management first reported a position in Sprott Gold Miners ETF in Q3 2022 and held it in 2 quarters.
  • Blume Capital Management's Sprott Gold Miners ETF position peaked at $5.87K in Q4 2022.
  • 69 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2023.

Based on Blume Capital Management's 13F filing for Q1 2023, filed 8 May 2023.