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Coston McIsaac & Partners’s Sprott Gold Miners ETF SGDM Stock Holding History

Coston McIsaac & Partners’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
2023
Q2 		– Sell
-200
Closed -$5K – 837
2023
Q1 		$5K Hold
200
– – ﹤0.01% 592
2022
Q4 		$4 Buy
+200
New +$4.61K ﹤0.01% 623

Other funds holding SGDM

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AA
Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Coston McIsaac & Partners's SGDM Position: Q2 2023 in Review

Coston McIsaac & Partners sold out of Sprott Gold Miners ETF (SGDM) in Q2 2023, closing a stake of 200 shares — an estimated $5K sold.

Coston McIsaac & Partners first reported a position in SGDM in Q4 2022 and held it in 2 quarters. The position peaked at $5K in Q1 2023. 61 funds tracked by Wall St. Rank hold SGDM as of Q2 2023.

  • Coston McIsaac & Partners reported no remaining Sprott Gold Miners ETF position as of Q2 2023 after selling out during the quarter.
  • Coston McIsaac & Partners sold 200 Sprott Gold Miners ETF shares in Q2 2023, an estimated $5K.
  • Coston McIsaac & Partners first reported a position in Sprott Gold Miners ETF in Q4 2022 and held it in 2 quarters.
  • Coston McIsaac & Partners's Sprott Gold Miners ETF position peaked at $5K in Q1 2023.
  • 61 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2023.

Based on Coston McIsaac & Partners's 13F filing for Q2 2023, filed 1 Aug 2023.