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CreativeOne Wealth’s Sprott Gold Miners ETF SGDM Stock Holding History

CreativeOne Wealth’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 		– Sell
-3,707
Closed -$258K – 1251
2025
Q4 		$258K Sell
3,707
-1,799
-33% -$116K 0.01% 1014
2025
Q3 		$341K Buy
+5,506
New +$280K 0.01% 902

Other funds holding SGDM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $904M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CreativeOne Wealth's SGDM Position: Q1 2026 in Review

CreativeOne Wealth sold out of Sprott Gold Miners ETF (SGDM) in Q1 2026, closing a stake of 3,707 shares — an estimated $258K sold.

CreativeOne Wealth first reported a position in SGDM in Q3 2025 and held it in 2 quarters. The position peaked at $341K in Q3 2025. 124 funds tracked by Wall St. Rank hold SGDM as of Q1 2026.

  • CreativeOne Wealth reported no remaining Sprott Gold Miners ETF position as of Q1 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 3,707 Sprott Gold Miners ETF shares in Q1 2026, an estimated $258K.
  • CreativeOne Wealth first reported a position in Sprott Gold Miners ETF in Q3 2025 and held it in 2 quarters.
  • CreativeOne Wealth's Sprott Gold Miners ETF position peaked at $341K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.