CT
SAND

Caldwell Trust’s Sandstorm Gold SAND Stock Holding History

Caldwell Trust’s Portfolio SAND Stock Details SAND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-600
Closed -$3.02K – 734
2023
Q4 		$3.02K Buy
+600
New +$2.86K ﹤0.01% 674

Other funds holding SAND

ORPU
Orion Resource Partners (USA) New York $333M AUM 13.37% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Caldwell Trust's SAND Position: Q1 2024 in Review

Caldwell Trust sold out of Sandstorm Gold (SAND) in Q1 2024, closing a stake of 600 shares — an estimated $3.02K sold.

Caldwell Trust first reported a position in SAND in Q4 2023 and held it in 1 quarter. The position peaked at $3.02K in Q4 2023. 204 funds tracked by Wall St. Rank hold SAND as of Q1 2024.

  • Caldwell Trust reported no remaining Sandstorm Gold position as of Q1 2024 after selling out during the quarter.
  • Caldwell Trust sold 600 Sandstorm Gold shares in Q1 2024, an estimated $3.02K.
  • Caldwell Trust first reported a position in Sandstorm Gold in Q4 2023 and held it in 1 quarter.
  • Caldwell Trust's Sandstorm Gold position peaked at $3.02K in Q4 2023.
  • 204 funds tracked by Wall St. Rank held Sandstorm Gold as of Q1 2024.

Based on Caldwell Trust's 13F filing for Q1 2024, filed 24 Sep 2025.