FFO
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Fiduciary Family Office’s Sprott Gold Miners ETF SGDM Stock Holding History

Fiduciary Family Office’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
2025
Q1 		– Sell
-17,612
Closed -$489K – 231
2024
Q4 		$489K Buy
+17,612
New +$532K 0.14% 32

Other funds holding SGDM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AA
Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fiduciary Family Office's SGDM Position: Q1 2025 in Review

Fiduciary Family Office sold out of Sprott Gold Miners ETF (SGDM) in Q1 2025, closing a stake of 17,612 shares — an estimated $489K sold.

Fiduciary Family Office first reported a position in SGDM in Q4 2024 and held it in 1 quarter. The position peaked at $489K in Q4 2024. 77 funds tracked by Wall St. Rank hold SGDM as of Q1 2025.

  • Fiduciary Family Office reported no remaining Sprott Gold Miners ETF position as of Q1 2025 after selling out during the quarter.
  • Fiduciary Family Office sold 17,612 Sprott Gold Miners ETF shares in Q1 2025, an estimated $489K.
  • Fiduciary Family Office first reported a position in Sprott Gold Miners ETF in Q4 2024 and held it in 1 quarter.
  • Fiduciary Family Office's Sprott Gold Miners ETF position peaked at $489K in Q4 2024.
  • 77 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2025.

Based on Fiduciary Family Office's 13F filing for Q1 2025, filed 12 May 2025.