FWL Investment Management’s Sprott Gold Miners ETF SGDM Stock Holding History

FWL Investment 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	$47.2K	Sell	750 -250	-25%	-$18.2K	0.01%	204
2026 Q1	$75.5K	Hold	1,000	–	–	0.02%	142
2025 Q4	$69.6K	Hold	1,000	–	–	0.02%	136
2025 Q3	$62K	Hold	1,000	–	–	0.02%	137
2025 Q2	$45.2K	Hold	1,000	–	–	0.01%	153
2025 Q1	$37.9K	Hold	1,000	–	–	0.01%	149
2024 Q4	$27.8K	Buy	+1,000	New	+$30.2K	0.01%	184

Other funds holding SGDM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FWL Investment Management's SGDM Position: Q2 2026 in Review

FWL Investment Management reduced its Sprott Gold Miners ETF (SGDM) stake by 25% in Q2 2026, selling an estimated $18.2K and leaving 750 shares worth $47.2K. The position accounts for 0.01% of the portfolio, ranked #204.

FWL Investment Management first reported a position in SGDM in Q4 2024 and has held it in 7 quarters since. The position peaked at $75.5K in Q1 2026. 104 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

FWL Investment Management held 750 shares of Sprott Gold Miners ETF worth $47.2K as of Q2 2026.
FWL Investment Management sold 250 Sprott Gold Miners ETF shares in Q2 2026, an estimated $18.2K.
Sprott Gold Miners ETF made up 0.01% of FWL Investment Management's portfolio in Q2 2026, its #204 holding.
FWL Investment Management first reported a position in Sprott Gold Miners ETF in Q4 2024 and has held it in 7 quarters since.
FWL Investment Management's Sprott Gold Miners ETF position peaked at $75.5K in Q1 2026.
104 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.