Creekmur Asset Management’s Sprott Gold Miners ETF SGDM Stock Holding History

Creekmur Asset 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 Q3	$122K	Hold	1,964	–	–	0.02%	257
2025 Q2	$88.9K	Sell	1,964 -1	-0.1%	-$42	0.02%	281
2025 Q1	$74.6K	Sell	1,965 -143	-7%	-$4.71K	0.02%	270
2024 Q4	$58.5K	Sell	2,108 -128	-6%	-$3.87K	0.01%	209
2024 Q3	$69.3K	Sell	2,236 -148	-6%	-$4.39K	0.02%	191
2024 Q2	$63.6K	Sell	2,384 -2,125	-47%	-$57.3K	0.02%	229
2024 Q1	$114K	Sell	4,509 -4,084	-48%	-$93.8K	0.04%	161
2023 Q4	$215K	Buy	+8,593	New	+$207K	0.07%	134

Other funds holding SGDM

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

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

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

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

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

Auxano Advisors Bellevue, Washington $501M AUM 24.15% 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

Creekmur Asset Management's SGDM Position: Q3 2025 in Review

Creekmur Asset Management held its Sprott Gold Miners ETF (SGDM) position steady in Q3 2025 at 1,964 shares worth $122K. The position accounts for 0.02% of the portfolio, ranked #257.

Creekmur Asset Management first reported a position in SGDM in Q4 2023 and has held it in 8 quarters since. The position peaked at $215K in Q4 2023. 109 funds tracked by Wall St. Rank hold SGDM as of Q3 2025.

Creekmur Asset Management held 1,964 shares of Sprott Gold Miners ETF worth $122K as of Q3 2025.
Creekmur Asset Management left its Sprott Gold Miners ETF share count unchanged in Q3 2025.
Sprott Gold Miners ETF made up 0.02% of Creekmur Asset Management's portfolio in Q3 2025, its #257 holding.
Creekmur Asset Management first reported a position in Sprott Gold Miners ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's Sprott Gold Miners ETF position peaked at $215K in Q4 2023.
109 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.