Freedom Wealth Alliance’s Sprott Gold Miners ETF SGDM Stock Holding History

Freedom Wealth Alliance’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
2023 Q3	–	Sell	-7,879	Closed	-$216K	–	64
2023 Q2	$216K	Hold	7,879	–	–	0.3%	52
2023 Q1	$223K	Sell	7,879 -25	-0.3%	-$656	0.33%	52
2022 Q4	$196K	Buy	+7,904	New	+$182K	0.28%	54

Other funds holding SGDM

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Freedom Wealth Alliance's SGDM Position: Q3 2023 in Review

Freedom Wealth Alliance sold out of Sprott Gold Miners ETF (SGDM) in Q3 2023, closing a stake of 7,879 shares — an estimated $216K sold.

Freedom Wealth Alliance first reported a position in SGDM in Q4 2022 and held it in 3 quarters. The position peaked at $223K in Q1 2023. 56 funds tracked by Wall St. Rank hold SGDM as of Q3 2023.

Freedom Wealth Alliance reported no remaining Sprott Gold Miners ETF position as of Q3 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 7,879 Sprott Gold Miners ETF shares in Q3 2023, an estimated $216K.
Freedom Wealth Alliance first reported a position in Sprott Gold Miners ETF in Q4 2022 and held it in 3 quarters.
Freedom Wealth Alliance's Sprott Gold Miners ETF position peaked at $223K in Q1 2023.
56 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.