Clifford Swan Investment Counsel’s Sprott Gold Miners ETF SGDM Stock Holding History

Clifford Swan Investment Counsel’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	$221K	Sell	2,933 -7,788	-73%	-$628K	0.01%	315
2025 Q4	$747K	Sell	10,721 -309	-3%	-$19.9K	0.02%	192
2025 Q3	$684K	Buy	+11,030	New	+$561K	0.02%	200

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 $445B AUM 25.58% 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

Clifford Swan Investment Counsel's SGDM Position: Q1 2026 in Review

Clifford Swan Investment Counsel reduced its Sprott Gold Miners ETF (SGDM) stake by 73% in Q1 2026, selling an estimated $628K and leaving 2,933 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #315.

Clifford Swan Investment Counsel first reported a position in SGDM in Q3 2025 and has held it in 3 quarters since. The position peaked at $747K in Q4 2025. 125 funds tracked by Wall St. Rank hold SGDM as of Q1 2026.

Clifford Swan Investment Counsel held 2,933 shares of Sprott Gold Miners ETF worth $221K as of Q1 2026.
Clifford Swan Investment Counsel sold 7,788 Sprott Gold Miners ETF shares in Q1 2026, an estimated $628K.
Sprott Gold Miners ETF made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #315 holding.
Clifford Swan Investment Counsel first reported a position in Sprott Gold Miners ETF in Q3 2025 and has held it in 3 quarters since.
Clifford Swan Investment Counsel's Sprott Gold Miners ETF position peaked at $747K in Q4 2025.
125 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.