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FLP Wealth Management’s Sprott Gold Miners ETF SGDM Stock Holding History

FLP Wealth 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
2025
Q3 		– Sell
-16,678
Closed -$755K – 69
2025
Q2 		$755K Buy
+16,678
New +$703K 2.12% 14

Other funds holding SGDM

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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FLP Wealth Management's SGDM Position: Q3 2025 in Review

FLP Wealth Management sold out of Sprott Gold Miners ETF (SGDM) in Q3 2025, closing a stake of 16,678 shares — an estimated $755K sold.

FLP Wealth Management first reported a position in SGDM in Q2 2025 and held it in 1 quarter. The position peaked at $755K in Q2 2025. 109 funds tracked by Wall St. Rank hold SGDM as of Q3 2025.

  • FLP Wealth Management reported no remaining Sprott Gold Miners ETF position as of Q3 2025 after selling out during the quarter.
  • FLP Wealth Management sold 16,678 Sprott Gold Miners ETF shares in Q3 2025, an estimated $755K.
  • FLP Wealth Management first reported a position in Sprott Gold Miners ETF in Q2 2025 and held it in 1 quarter.
  • FLP Wealth Management's Sprott Gold Miners ETF position peaked at $755K in Q2 2025.
  • 109 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q3 2025.

Based on FLP Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.