Gen-Wealth Partners’s Sprott Gold Miners ETF SGDM Stock Holding History

Gen-Wealth Partners’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	$4.71K	Sell	75 -75	-50%	-$5.47K	﹤0.01%	599
2026 Q1	$11.3K	Sell	150 -50	-25%	-$4.03K	﹤0.01%	536
2025 Q4	$13.9K	Hold	200	–	–	﹤0.01%	497
2025 Q3	$12.4K	Hold	200	–	–	﹤0.01%	504
2025 Q2	$9.05K	Hold	200	–	–	﹤0.01%	468
2025 Q1	$7.59K	Hold	200	–	–	﹤0.01%	463
2024 Q4	$5.55K	Hold	200	–	–	﹤0.01%	518
2024 Q3	$6.44K	Hold	200	–	–	﹤0.01%	526
2024 Q2	$5.33K	Hold	200	–	–	﹤0.01%	507
2024 Q1	$5.07K	Buy	+200	New	+$4.59K	﹤0.01%	499

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

Gen-Wealth Partners's SGDM Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Sprott Gold Miners ETF (SGDM) stake by 50% in Q2 2026, selling an estimated $5.47K and leaving 75 shares worth $4.71K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Gen-Wealth Partners first reported a position in SGDM in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.9K in Q4 2025. 104 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

Gen-Wealth Partners held 75 shares of Sprott Gold Miners ETF worth $4.71K as of Q2 2026.
Gen-Wealth Partners sold 75 Sprott Gold Miners ETF shares in Q2 2026, an estimated $5.47K.
Sprott Gold Miners ETF made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #599 holding.
Gen-Wealth Partners first reported a position in Sprott Gold Miners ETF in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's Sprott Gold Miners ETF position peaked at $13.9K in Q4 2025.
104 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.