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Gainplan’s Sprott Gold Miners ETF SGDM Stock Holding History

Gainplan’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
2022
Q1 		– Sell
-7,583
Closed -$207K – 69
2021
Q4 		$207K Buy
+7,583
New +$206K 0.09% 56
2021
Q3 		– Sell
-8,128
Closed -$232K – 75
2021
Q2 		$232K Sell
8,128
-422
-5% -$12.8K 0.09% 71
2021
Q1 		$231K Sell
8,550
-249
-3% -$7.05K 0.1% 68
2020
Q4 		$269K Sell
8,799
-247
-3% -$7.87K 0.14% 43
2020
Q3 		$303K Sell
9,046
-36
-0.4% -$1.26K 0.44% 30
2020
Q2 		$287K Buy
+9,082
New +$258K 0.19% 35
2020
Q1 		– Sell
-27,443
Closed -$690K – 42
2019
Q4 		$690K Sell
27,443
-10,959
-29% -$256K 0.36% 22
2019
Q3 		$879K Buy
38,402
+8,186
+27% +$197K 0.53% 15
2019
Q2 		$665K Buy
+30,216
New +$568K 0.4% 15

Other funds holding SGDM

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
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
AA
Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return

Gainplan's SGDM Position: Q1 2022 in Review

Gainplan sold out of Sprott Gold Miners ETF (SGDM) in Q1 2022, closing a stake of 7,583 shares — an estimated $207K sold.

Gainplan first reported a position in SGDM in Q2 2019 and held it in 9 quarters. The position peaked at $879K in Q3 2019. 57 funds tracked by Wall St. Rank hold SGDM as of Q1 2022.

  • Gainplan reported no remaining Sprott Gold Miners ETF position as of Q1 2022 after selling out during the quarter.
  • Gainplan sold 7,583 Sprott Gold Miners ETF shares in Q1 2022, an estimated $207K.
  • Gainplan first reported a position in Sprott Gold Miners ETF in Q2 2019 and held it in 9 quarters.
  • Gainplan's Sprott Gold Miners ETF position peaked at $879K in Q3 2019.
  • 57 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2022.

Based on Gainplan's 13F filing for Q1 2022, filed 10 May 2022.