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EP Wealth Advisors’s Sprott Gold Miners ETF SGDM Stock Holding History

EP Wealth Advisors’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 		– Sell
-3,039
Closed -$229K – 1860
2026
Q1 		$229K Sell
3,039
-720
-19% -$58K ﹤0.01% 1327
2025
Q4 		$262K Buy
+3,759
New +$242K ﹤0.01% 1218

Other funds holding SGDM

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EP Wealth Advisors's SGDM Position: Q2 2026 in Review

EP Wealth Advisors sold out of Sprott Gold Miners ETF (SGDM) in Q2 2026, closing a stake of 3,039 shares — an estimated $229K sold.

EP Wealth Advisors first reported a position in SGDM in Q4 2025 and held it in 2 quarters. The position peaked at $262K in Q4 2025. 104 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

  • EP Wealth Advisors reported no remaining Sprott Gold Miners ETF position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 3,039 Sprott Gold Miners ETF shares in Q2 2026, an estimated $229K.
  • EP Wealth Advisors first reported a position in Sprott Gold Miners ETF in Q4 2025 and held it in 2 quarters.
  • EP Wealth Advisors's Sprott Gold Miners ETF position peaked at $262K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.