Colonial Trust Advisors’s Sprott Gold Miners ETF SGDM Stock Holding History

Colonial Trust Advisors’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 Q2	$6.29K	Buy	+100	New	+$7.29K	﹤0.01%	640

Other funds holding SGDM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Colonial Trust Advisors's SGDM Position: Q2 2026 in Review

Colonial Trust Advisors opened a new position in Sprott Gold Miners ETF (SGDM) in Q2 2026: 100 shares worth $6.29K. The stake represents ﹤0.01% of the portfolio and ranks #640 among its holdings.

104 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

Colonial Trust Advisors held 100 shares of Sprott Gold Miners ETF worth $6.29K as of Q2 2026.
Sprott Gold Miners ETF was a new Colonial Trust Advisors position in Q2 2026.
Sprott Gold Miners ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #640 holding.
104 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.