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Custom Portfolio Group’s Sprott Gold Miners ETF SGDM Stock Holding History

Custom Portfolio Group’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
2024
Q2 		$46.7K Hold
1,777
– – 0.04% 109
2024
Q1 		$44.4K Hold
1,777
– – 0.04% 112
2023
Q4 		$43.8K Buy
+1,777
New +$42.9K 0.04% 104

Other funds holding SGDM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AA
Auxano Advisors Bellevue, Washington $528M AUM 23.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Custom Portfolio Group's SGDM Position: Q2 2024 in Review

Custom Portfolio Group held its Sprott Gold Miners ETF (SGDM) position steady in Q2 2024 at 1,777 shares worth $46.7K. The position accounts for 0.04% of the portfolio, ranked #109.

Custom Portfolio Group first reported a position in SGDM in Q4 2023 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold SGDM as of Q2 2024.

  • Custom Portfolio Group held 1,777 shares of Sprott Gold Miners ETF worth $46.7K as of Q2 2024.
  • Custom Portfolio Group left its Sprott Gold Miners ETF share count unchanged in Q2 2024.
  • Sprott Gold Miners ETF made up 0.04% of Custom Portfolio Group's portfolio in Q2 2024, its #109 holding.
  • Custom Portfolio Group first reported a position in Sprott Gold Miners ETF in Q4 2023 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.