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

Congress 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
2025 Q2	$1.64M	Sell	36,174 -7,073	-16%	-$298K	0.02%	593
2025 Q1	$1.64M	Sell	43,247 -1,378	-3%	-$45.4K	0.02%	532
2024 Q4	$1.24M	Sell	44,625 -296	-0.7%	-$8.95K	0.02%	491
2024 Q3	$1.39M	Sell	44,921 -1,630	-4%	-$48.4K	0.02%	468
2024 Q2	$1.24M	Buy	+46,551	New	+$1.25M	0.02%	401
2023 Q4	–	Sell	-47,861	Closed	-$1.09M	–	661
2023 Q3	$1.09M	Sell	47,861 -569	-1%	-$14.3K	0.02%	364
2023 Q2	$1.25M	Sell	48,430 -4,061	-8%	-$115K	0.03%	317
2023 Q1	$1.48M	Sell	52,491 -239	-0.5%	-$6.28K	0.04%	301
2022 Q4	$1.31M	Buy	+52,730	New	+$1.22M	0.03%	310

Other funds holding SGDM

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return

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

RAM

Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return

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

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

Congress Wealth Management's SGDM Position: Q2 2025 in Review

Congress Wealth Management reduced its Sprott Gold Miners ETF (SGDM) stake by 16% in Q2 2025, selling an estimated $298K and leaving 36,174 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #593.

Congress Wealth Management first reported a position in SGDM in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.64M in Q1 2025. 93 funds tracked by Wall St. Rank hold SGDM as of Q2 2025.

Congress Wealth Management held 36,174 shares of Sprott Gold Miners ETF worth $1.64M as of Q2 2025.
Congress Wealth Management sold 7,073 Sprott Gold Miners ETF shares in Q2 2025, an estimated $298K.
Sprott Gold Miners ETF made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #593 holding.
Congress Wealth Management first reported a position in Sprott Gold Miners ETF in Q4 2022 and has held it in 9 quarters since.
Congress Wealth Management's Sprott Gold Miners ETF position peaked at $1.64M in Q1 2025.
93 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.