Cherry Tree Wealth Management’s Sandstorm Gold SAND Stock Holding History

Cherry Tree Wealth Management’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
2025 Q4	–	Sell	-12,000	Closed	-$150K	–	629
2025 Q3	$150K	Sell	12,000 -9,500	-44%	-$101K	0.03%	184
2025 Q2	$202K	Sell	21,500 -2,000	-9%	-$17.1K	0.05%	156
2025 Q1	$177K	Sell	23,500 -12,500	-35%	-$78.1K	0.04%	165
2024 Q4	$201K	Hold	36,000	–	–	0.05%	158
2024 Q3	$216K	Hold	36,000	–	–	0.05%	159
2024 Q2	$196K	Hold	36,000	–	–	0.05%	160
2024 Q1	$189K	Hold	36,000	–	–	0.05%	162
2023 Q4	$181K	Sell	36,000 -3,000	-8%	-$14.3K	0.05%	155
2023 Q3	$182K	Sell	39,000 -2,000	-5%	-$10.5K	0.05%	146
2023 Q2	$210K	Buy	+41,000	New	+$228K	0.06%	138

Other funds holding SAND

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Cherry Tree Wealth Management's SAND Position: Q4 2025 in Review

Cherry Tree Wealth Management sold out of Sandstorm Gold (SAND) in Q4 2025, closing a stake of 12,000 shares — an estimated $150K sold.

Cherry Tree Wealth Management first reported a position in SAND in Q2 2023 and held it in 10 quarters. The position peaked at $216K in Q3 2024. 2 funds tracked by Wall St. Rank hold SAND as of Q4 2025.

Cherry Tree Wealth Management reported no remaining Sandstorm Gold position as of Q4 2025 after selling out during the quarter.
Cherry Tree Wealth Management sold 12,000 Sandstorm Gold shares in Q4 2025, an estimated $150K.
Cherry Tree Wealth Management first reported a position in Sandstorm Gold in Q2 2023 and held it in 10 quarters.
Cherry Tree Wealth Management's Sandstorm Gold position peaked at $216K in Q3 2024.
2 funds tracked by Wall St. Rank held Sandstorm Gold as of Q4 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.