Capital Wealth Alliance’s Sprott Gold Miners ETF SGDM Stock Holding History

Capital Wealth Alliance’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 Q1	$485K	Buy	6,426 +185	+3%	+$14.9K	0.22%	56
2025 Q4	$518K	Sell	6,241 -1,974	-24%	-$127K	0.22%	52
2025 Q3	$509K	Sell	8,215 -13	-0.2%	-$661	0.25%	50
2025 Q2	$372K	Hold	8,228	–	–	0.2%	56
2025 Q1	$312K	Buy	8,228 +500	+6%	+$16.5K	0.19%	57
2024 Q4	$215K	Hold	7,728	–	–	0.12%	79
2024 Q3	$239K	Buy	7,728 +48	+0.6%	+$1.42K	0.14%	71
2024 Q2	$205K	Buy	+7,680	New	+$207K	0.12%	96
2023 Q3	–	Sell	-14,825	Closed	-$384K	–	106
2023 Q2	$384K	Buy	14,825 +496	+3%	+$14K	0.29%	73
2023 Q1	$405K	Buy	14,329 +2,383	+20%	+$62.6K	0.33%	75
2022 Q4	$296K	Hold	11,946	–	–	0.25%	84
2022 Q3	$254K	Buy	11,946 +1,007	+9%	+$22.3K	0.21%	91
2022 Q2	$265K	Sell	10,939 -173	-2%	-$5.07K	0.19%	101
2022 Q1	$366K	Buy	+11,112	New	+$325K	0.22%	94
2020 Q1	–	Sell	-6,668	Closed	-$166K	–	295
2019 Q4	$166K	Buy	+6,668	New	+$156K	0.14%	89

Other funds holding SGDM

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

AOWM

Asset One Wealth Management Bellevue, Washington $904M AUM

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Capital Wealth Alliance's SGDM Position: Q1 2026 in Review

Capital Wealth Alliance increased its Sprott Gold Miners ETF (SGDM) stake by 3% in Q1 2026, buying an estimated $14.9K and bringing the position to 6,426 shares worth $485K. The position accounts for 0.22% of the portfolio, ranked #56.

Capital Wealth Alliance first reported a position in SGDM in Q4 2019 and has held it in 15 quarters since. The position peaked at $518K in Q4 2025. 124 funds tracked by Wall St. Rank hold SGDM as of Q1 2026.

Capital Wealth Alliance held 6,426 shares of Sprott Gold Miners ETF worth $485K as of Q1 2026.
Capital Wealth Alliance bought 185 Sprott Gold Miners ETF shares in Q1 2026, an estimated $14.9K.
Sprott Gold Miners ETF made up 0.22% of Capital Wealth Alliance's portfolio in Q1 2026, its #56 holding.
Capital Wealth Alliance first reported a position in Sprott Gold Miners ETF in Q4 2019 and has held it in 15 quarters since.
Capital Wealth Alliance's Sprott Gold Miners ETF position peaked at $518K in Q4 2025.
124 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2026.

Based on Capital Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.