Edge Wealth Management’s Sprott Gold Miners ETF SGDM Stock Holding History

Edge Wealth 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
2020 Q2	–	Sell	-4,000	Closed	-$82K	–	711
2020 Q1	$82K	Hold	4,000	–	–	0.02%	192
2019 Q4	$101K	Buy	+4,000	New	+$93.5K	0.02%	194
2018 Q3	–	Sell	-500	Closed	-$10K	–	632
2018 Q2	$10K	Hold	500	–	–	﹤0.01%	425
2018 Q1	$10K	Hold	500	–	–	﹤0.01%	387
2017 Q4	$10K	Hold	500	–	–	﹤0.01%	383
2017 Q3	$10K	Hold	500	–	–	﹤0.01%	372
2017 Q2	$10K	Hold	500	–	–	﹤0.01%	367
2017 Q1	$10K	Hold	500	–	–	﹤0.01%	356
2016 Q4	$10K	Buy	+500	New	+$10.1K	﹤0.01%	339
2016 Q3	–	Sell	-500	Closed	-$13K	–	517
2016 Q2	$13K	Hold	500	–	–	0.01%	294
2016 Q1	$9K	Hold	500	–	–	﹤0.01%	296
2015 Q4	$6K	Hold	500	–	–	﹤0.01%	335
2015 Q3	$6K	Hold	500	–	–	﹤0.01%	336
2015 Q2	$8K	Hold	500	–	–	﹤0.01%	316
2015 Q1	$8K	Buy	+500	New	+$9.49K	﹤0.01%	314

Other funds holding SGDM

Jane Street New York $777B AUM 61.18% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Edge Wealth Management's SGDM Position: Q2 2020 in Review

Edge Wealth Management sold out of Sprott Gold Miners ETF (SGDM) in Q2 2020, closing a stake of 4,000 shares — an estimated $82K sold.

Edge Wealth Management first reported a position in SGDM in Q1 2015 and held it in 15 quarters. The position peaked at $101K in Q4 2019. 44 funds tracked by Wall St. Rank hold SGDM as of Q2 2020.

Edge Wealth Management reported no remaining Sprott Gold Miners ETF position as of Q2 2020 after selling out during the quarter.
Edge Wealth Management sold 4,000 Sprott Gold Miners ETF shares in Q2 2020, an estimated $82K.
Edge Wealth Management first reported a position in Sprott Gold Miners ETF in Q1 2015 and held it in 15 quarters.
Edge Wealth Management's Sprott Gold Miners ETF position peaked at $101K in Q4 2019.
44 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2020.

Based on Edge Wealth Management's 13F filing for Q2 2020, filed 3 Aug 2020.