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D.A. Davidson & Co’s Sprott Gold Miners ETF SGDM Stock Holding History

D.A. Davidson & Co’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 		$3.89M Buy
51,504
+769
+2% +$62K 0.02% 479
2025
Q4 		$3.53M Buy
50,735
+24,122
+91% +$1.55M 0.02% 482
2025
Q3 		$1.65M Buy
+26,613
New +$1.35M 0.01% 710
2017
Q3 		– Sell
-910
Closed -$17K – 1838
2017
Q2 		$17K Hold
910
– – ﹤0.01% 1864
2017
Q1 		$18K Hold
910
– – ﹤0.01% 1862
2016
Q4 		$17K Buy
+910
New +$18.3K ﹤0.01% 1975

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

D.A. Davidson & Co's SGDM Position: Q1 2026 in Review

D.A. Davidson & Co increased its Sprott Gold Miners ETF (SGDM) stake by 1.5% in Q1 2026, buying an estimated $62K and bringing the position to 51,504 shares worth $3.89M. The position accounts for 0.02% of the portfolio, ranked #479.

D.A. Davidson & Co first reported a position in SGDM in Q4 2016 and has held it in 6 quarters since. 124 funds tracked by Wall St. Rank hold SGDM as of Q1 2026.

  • D.A. Davidson & Co held 51,504 shares of Sprott Gold Miners ETF worth $3.89M as of Q1 2026.
  • D.A. Davidson & Co bought 769 Sprott Gold Miners ETF shares in Q1 2026, an estimated $62K.
  • Sprott Gold Miners ETF made up 0.02% of D.A. Davidson & Co's portfolio in Q1 2026, its #479 holding.
  • D.A. Davidson & Co first reported a position in Sprott Gold Miners ETF in Q4 2016 and has held it in 6 quarters since.
  • 124 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.