Cutter & Co Brokerage’s Sprott Gold Miners ETF SGDM Stock Holding History

Cutter & Co Brokerage’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 Q4	–	Sell	-7,034	Closed	-$218K	–	223
2024 Q3	$218K	Buy	+7,034	New	+$209K	0.05%	183
2024 Q1	–	Sell	-12,136	Closed	-$303K	–	214
2023 Q4	$303K	Sell	12,136 -869	-7%	-$21K	0.08%	138
2023 Q3	$297K	Sell	13,005 -950	-7%	-$23.9K	0.09%	135
2023 Q2	$361K	Buy	13,955 +4,625	+50%	+$131K	0.11%	120
2023 Q1	$263K	Hold	9,330	–	–	0.08%	165
2022 Q4	$231K	Sell	9,330 -61	-0.6%	-$1.41K	0.08%	175
2022 Q3	$200K	Hold	9,391	–	–	0.07%	191
2022 Q2	$228K	Hold	9,391	–	–	0.08%	190
2022 Q1	$310K	Hold	9,391	–	–	0.09%	167
2021 Q4	$257K	Buy	9,391 +980	+12%	+$26.6K	0.07%	217
2021 Q3	$209K	Buy	8,411 +330	+4%	+$9.01K	0.05%	264
2021 Q2	$229K	Hold	8,081	–	–	0.05%	252
2021 Q1	$216K	Buy	+8,081	New	+$229K	0.05%	251

Other funds holding SGDM

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

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

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

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

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

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

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

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

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

Cutter & Co Brokerage's SGDM Position: Q4 2024 in Review

Cutter & Co Brokerage sold out of Sprott Gold Miners ETF (SGDM) in Q4 2024, closing a stake of 7,034 shares — an estimated $218K sold.

Cutter & Co Brokerage first reported a position in SGDM in Q1 2021 and held it in 13 quarters. The position peaked at $361K in Q2 2023. 76 funds tracked by Wall St. Rank hold SGDM as of Q4 2024.

Cutter & Co Brokerage reported no remaining Sprott Gold Miners ETF position as of Q4 2024 after selling out during the quarter.
Cutter & Co Brokerage sold 7,034 Sprott Gold Miners ETF shares in Q4 2024, an estimated $218K.
Cutter & Co Brokerage first reported a position in Sprott Gold Miners ETF in Q1 2021 and held it in 13 quarters.
Cutter & Co Brokerage's Sprott Gold Miners ETF position peaked at $361K in Q2 2023.
76 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q4 2024.

Based on Cutter & Co Brokerage's 13F filing for Q4 2024, filed 4 Feb 2025.