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Glen Eagle Advisors’s Sprott Gold Miners ETF SGDM Stock Holding History

Glen Eagle Advisors’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
2021
Q4 		– Sell
-1,430
Closed -$35.5K – 1059
2021
Q3 		$35.5K Hold
1,430
– – 0.01% 437
2021
Q2 		$40.4K Hold
1,430
– – 0.01% 418
2021
Q1 		$38.3K Hold
1,430
– – 0.01% 394
2020
Q4 		$43.7K Hold
1,430
– – 0.02% 348
2020
Q3 		$47.9K Hold
1,430
– – 0.02% 311
2020
Q2 		$45.2K Hold
1,430
– – 0.02% 304
2020
Q1 		$28.4K Hold
1,430
– – 0.02% 343
2019
Q4 		$36K Buy
1,430
+230
+19% +$5.38K 0.02% 365
2019
Q3 		$27.5K Buy
+1,200
New +$28.8K 0.02% 367

Other funds holding SGDM

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AA
Auxano Advisors Bellevue, Washington $528M AUM 23.67% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Glen Eagle Advisors's SGDM Position: Q4 2021 in Review

Glen Eagle Advisors sold out of Sprott Gold Miners ETF (SGDM) in Q4 2021, closing a stake of 1,430 shares — an estimated $35.5K sold.

Glen Eagle Advisors first reported a position in SGDM in Q3 2019 and held it in 9 quarters. The position peaked at $47.9K in Q3 2020. 51 funds tracked by Wall St. Rank hold SGDM as of Q4 2021.

  • Glen Eagle Advisors reported no remaining Sprott Gold Miners ETF position as of Q4 2021 after selling out during the quarter.
  • Glen Eagle Advisors sold 1,430 Sprott Gold Miners ETF shares in Q4 2021, an estimated $35.5K.
  • Glen Eagle Advisors first reported a position in Sprott Gold Miners ETF in Q3 2019 and held it in 9 quarters.
  • Glen Eagle Advisors's Sprott Gold Miners ETF position peaked at $47.9K in Q3 2020.
  • 51 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q4 2021.

Based on Glen Eagle Advisors's 13F filing for Q4 2021, filed 13 Aug 2024.