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

Envestnet Asset 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
2026 Q2	$209K	Sell	3,325 -684	-17%	-$49.9K	﹤0.01%	4626
2026 Q1	$303K	Sell	4,009 -679	-14%	-$54.7K	﹤0.01%	4268
2025 Q4	$326K	Sell	4,688 -498	-10%	-$32.1K	﹤0.01%	3975
2025 Q3	$322K	Sell	5,186 -87	-2%	-$4.42K	﹤0.01%	4033
2025 Q2	$239K	Sell	5,273 -875	-14%	-$36.9K	﹤0.01%	4150
2025 Q1	$233K	Sell	6,148 -5,495	-47%	-$181K	﹤0.01%	4064
2024 Q4	$323K	Buy	+11,643	New	+$352K	﹤0.01%	3861

Other funds holding SGDM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management's SGDM Position: Q2 2026 in Review

Envestnet Asset Management reduced its Sprott Gold Miners ETF (SGDM) stake by 17% in Q2 2026, selling an estimated $49.9K and leaving 3,325 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #4626.

Envestnet Asset Management first reported a position in SGDM in Q4 2024 and has held it in 7 quarters since. The position peaked at $326K in Q4 2025. 104 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

Envestnet Asset Management held 3,325 shares of Sprott Gold Miners ETF worth $209K as of Q2 2026.
Envestnet Asset Management sold 684 Sprott Gold Miners ETF shares in Q2 2026, an estimated $49.9K.
Sprott Gold Miners ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4626 holding.
Envestnet Asset Management first reported a position in Sprott Gold Miners ETF in Q4 2024 and has held it in 7 quarters since.
Envestnet Asset Management's Sprott Gold Miners ETF position peaked at $326K in Q4 2025.
104 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.