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

CWA Asset Management 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
2026 Q2	$849K	Buy	13,500 +100	+0.7%	+$7.29K	0.03%	410
2026 Q1	$1.01M	Buy	13,400 +400	+3%	+$32.2K	0.03%	375
2025 Q4	$905K	Sell	13,000 -7,700	-37%	-$496K	0.03%	372
2025 Q3	$1.28M	Hold	20,700	–	–	0.05%	316
2025 Q2	$936K	Hold	20,700	–	–	0.04%	337
2025 Q1	$785K	Hold	20,700	–	–	0.04%	338
2024 Q4	$575K	Buy	20,700 +11,502	+125%	+$348K	0.03%	361
2024 Q3	$285K	Buy	+9,198	New	+$273K	0.02%	490
2023 Q2	–	Sell	-7,700	Closed	-$217K	–	371
2023 Q1	$217K	Buy	+7,700	New	+$202K	0.02%	291
2022 Q2	–	Sell	-7,700	Closed	-$254K	–	325
2022 Q1	$254K	Hold	7,700	–	–	0.02%	254
2021 Q4	$211K	Buy	+7,700	New	+$209K	0.02%	286
2021 Q3	–	Sell	-7,700	Closed	-$218K	–	297
2021 Q2	$218K	Hold	7,700	–	–	0.02%	256
2021 Q1	$206K	Hold	7,700	–	–	0.02%	251
2020 Q4	$235K	Buy	+7,700	New	+$245K	0.02%	232

Other funds holding SGDM

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

CWA Asset Management Group's SGDM Position: Q2 2026 in Review

CWA Asset Management Group increased its Sprott Gold Miners ETF (SGDM) stake by 0.75% in Q2 2026, buying an estimated $7.29K and bringing the position to 13,500 shares worth $849K. The position accounts for 0.03% of the portfolio, ranked #410.

CWA Asset Management Group first reported a position in SGDM in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.28M in Q3 2025. 16 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

CWA Asset Management Group held 13,500 shares of Sprott Gold Miners ETF worth $849K as of Q2 2026.
CWA Asset Management Group bought 100 Sprott Gold Miners ETF shares in Q2 2026, an estimated $7.29K.
Sprott Gold Miners ETF made up 0.03% of CWA Asset Management Group's portfolio in Q2 2026, its #410 holding.
CWA Asset Management Group first reported a position in Sprott Gold Miners ETF in Q4 2020 and has held it in 14 quarters since.
CWA Asset Management Group's Sprott Gold Miners ETF position peaked at $1.28M in Q3 2025.
16 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.