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Evergreen Capital Management’s Sprott Gold Miners ETF SGDM Stock Holding History

Evergreen Capital 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 		$2.26M Hold
36,010
– – 0.04% 323
2026
Q1 		$2.72M Sell
36,010
-370
-1% -$29.8K 0.06% 273
2025
Q4 		$2.53M Hold
36,380
– – 0.06% 273
2025
Q3 		$2.26M Hold
36,380
– – 0.05% 268
2025
Q2 		$1.65M Hold
36,380
– – 0.05% 285
2025
Q1 		$1.38M Sell
36,380
-4,450
-11% -$146K 0.05% 287
2024
Q4 		$1.13M Hold
40,830
– – 0.04% 319
2024
Q3 		$1.26M Hold
40,830
– – 0.04% 303
2024
Q2 		$1.09M Hold
40,830
– – 0.04% 297
2024
Q1 		$1.03M Hold
40,830
– – 0.04% 288
2023
Q4 		$1.02M Sell
40,830
-2,050
-5% -$49.5K 0.04% 290
2023
Q3 		$981K Hold
42,880
– – 0.04% 288
2023
Q2 		$1.11M Sell
42,880
-5,725
-12% -$162K 0.05% 279
2023
Q1 		$1.37M Hold
48,605
– – 0.06% 251
2022
Q4 		$1.2M Sell
48,605
-3,080
-6% -$71.1K 0.06% 259
2022
Q3 		$1.1M Buy
51,685
+22,740
+79% +$504K 0.06% 254
2022
Q2 		$703K Sell
28,945
-12,930
-31% -$379K 0.04% 290
2022
Q1 		$1.38M Sell
41,875
-5,075
-11% -$148K 0.06% 254
2021
Q4 		$1.28M Buy
46,950
+1,675
+4% +$45.5K 0.05% 257
2021
Q3 		$1.12M Sell
45,275
-550
-1% -$15K 0.05% 267
2021
Q2 		$1.3M Buy
45,825
+600
+1% +$18.2K 0.06% 242
2021
Q1 		$1.21M Buy
45,225
+23,150
+105% +$656K 0.06% 241
2020
Q4 		$674K Hold
22,075
– – 0.04% 257
2020
Q3 		$740K Buy
22,075
+6,725
+44% +$235K 0.05% 227
2020
Q2 		$485K Buy
15,350
+4,225
+38% +$120K 0.04% 242
2020
Q1 		$221K Buy
+11,125
New +$261K 0.02% 316

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

Evergreen Capital Management's SGDM Position: Q2 2026 in Review

Evergreen Capital Management held its Sprott Gold Miners ETF (SGDM) position steady in Q2 2026 at 36,010 shares worth $2.26M. The position accounts for 0.04% of the portfolio, ranked #323.

Evergreen Capital Management first reported a position in SGDM in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.72M in Q1 2026. 104 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

  • Evergreen Capital Management held 36,010 shares of Sprott Gold Miners ETF worth $2.26M as of Q2 2026.
  • Evergreen Capital Management left its Sprott Gold Miners ETF share count unchanged in Q2 2026.
  • Sprott Gold Miners ETF made up 0.04% of Evergreen Capital Management's portfolio in Q2 2026, its #323 holding.
  • Evergreen Capital Management first reported a position in Sprott Gold Miners ETF in Q1 2020 and has held it in 26 quarters since.
  • Evergreen Capital Management's Sprott Gold Miners ETF position peaked at $2.72M in Q1 2026.
  • 104 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.