Bridge Advisory’s Sprott Gold Miners ETF SGDM Stock Holding History

Bridge Advisory’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
2024 Q3	$550K	Sell	17,751 -694	-4%	-$20.6K	0.26%	69
2024 Q2	$492K	Sell	18,445 -7	-0%	-$189	0.24%	71
2024 Q1	$468K	Sell	18,452 -228	-1%	-$5.24K	0.23%	71
2023 Q4	$467K	Sell	18,680 -20,643	-52%	-$498K	0.23%	74
2023 Q3	$899K	Sell	39,323 -275	-0.7%	-$6.91K	0.32%	69
2023 Q2	$1.02M	Sell	39,598 -2,908	-7%	-$82.1K	0.38%	58
2023 Q1	$1.2M	Sell	42,506 -196	-0.5%	-$5.15K	0.46%	50
2022 Q4	$1.06M	Buy	42,702 +676	+2%	+$15.6K	0.44%	51
2022 Q3	$896K	Buy	42,026 +24,032	+134%	+$532K	0.44%	57
2022 Q2	$415K	Buy	+17,994	New	+$527K	0.2%	76

Other funds holding SGDM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TIM

Thor Investment Management Cincinnati, Ohio $188M AUM 58.84% 1-Year Est. Return

Bridge Advisory's SGDM Position: Q3 2024 in Review

Bridge Advisory reduced its Sprott Gold Miners ETF (SGDM) stake by 3.8% in Q3 2024, selling an estimated $20.6K and leaving 17,751 shares worth $550K. The position accounts for 0.26% of the portfolio, ranked #69.

Bridge Advisory first reported a position in SGDM in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.2M in Q1 2023. 74 funds tracked by Wall St. Rank hold SGDM as of Q3 2024.

Bridge Advisory held 17,751 shares of Sprott Gold Miners ETF worth $550K as of Q3 2024.
Bridge Advisory sold 694 Sprott Gold Miners ETF shares in Q3 2024, an estimated $20.6K.
Sprott Gold Miners ETF made up 0.26% of Bridge Advisory's portfolio in Q3 2024, its #69 holding.
Bridge Advisory first reported a position in Sprott Gold Miners ETF in Q2 2022 and has held it in 10 quarters since.
Bridge Advisory's Sprott Gold Miners ETF position peaked at $1.2M in Q1 2023.
74 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.