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

Evanson 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
Q1 		$233K Hold
3,082
– – 0.01% 293
2025
Q4 		$215K Buy
+3,082
New +$199K 0.01% 317

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UBS Group
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AOWM
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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

Evanson Asset Management's SGDM Position: Q1 2026 in Review

Evanson Asset Management held its Sprott Gold Miners ETF (SGDM) position steady in Q1 2026 at 3,082 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #293.

Evanson Asset Management first reported a position in SGDM in Q4 2025 and has held it in 2 quarters since. 125 funds tracked by Wall St. Rank hold SGDM as of Q1 2026.

  • Evanson Asset Management held 3,082 shares of Sprott Gold Miners ETF worth $233K as of Q1 2026.
  • Evanson Asset Management left its Sprott Gold Miners ETF share count unchanged in Q1 2026.
  • Sprott Gold Miners ETF made up 0.01% of Evanson Asset Management's portfolio in Q1 2026, its #293 holding.
  • Evanson Asset Management first reported a position in Sprott Gold Miners ETF in Q4 2025 and has held it in 2 quarters since.
  • 125 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.