Centurion Wealth Management
SGDM icon

Centurion Wealth Management’s Sprott Gold Miners ETF SGDM Stock Holding History

Centurion Wealth 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
2026
Q3 		$480K Hold
6,483
– – 0.12% 156
2026
Q2 		$408K Sell
6,483
-2,200
-25% -$160K 0.1% 183
2026
Q1 		$656K Hold
8,683
– – 0.15% 130
2025
Q4 		$605K Buy
8,683
+2
+0% +$129 0.13% 137
2025
Q3 		$538K Buy
+8,681
New +$441K 0.12% 149

Other funds holding SGDM

New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
Thor Investment Management
Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Barry Investment Advisors
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Capital Wealth Alliance
Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Centurion Wealth Management's SGDM Position: Q3 2026 in Review

Centurion Wealth Management held its Sprott Gold Miners ETF (SGDM) position steady in Q3 2026 at 6,483 shares worth $480K. The position accounts for 0.12% of the portfolio, ranked #156.

Centurion Wealth Management first reported a position in SGDM in Q3 2025 and has held it in 5 quarters since. The position peaked at $656K in Q1 2026. 23 funds tracked by Wall St. Rank hold SGDM as of Q3 2026.

  • Centurion Wealth Management held 6,483 shares of Sprott Gold Miners ETF worth $480K as of Q3 2026.
  • Centurion Wealth Management left its Sprott Gold Miners ETF share count unchanged in Q3 2026.
  • Sprott Gold Miners ETF made up 0.12% of Centurion Wealth Management's portfolio in Q3 2026, its #156 holding.
  • Centurion Wealth Management first reported a position in Sprott Gold Miners ETF in Q3 2025 and has held it in 5 quarters since.
  • Centurion Wealth Management's Sprott Gold Miners ETF position peaked at $656K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.