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Golden State Equity Partners’s Sprott Gold Miners ETF SGDM Stock Holding History

Golden State Equity 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 		– Sell
-180
Closed -$13.6K – 1508
2026
Q1 		$13.6K Buy
+180
New +$14.5K ﹤0.01% 1214

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LPL Financial
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Bank of America
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Raymond James Financial
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SI
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Golden State Equity Partners's SGDM Position: Q2 2026 in Review

Golden State Equity Partners sold out of Sprott Gold Miners ETF (SGDM) in Q2 2026, closing a stake of 180 shares — an estimated $13.6K sold.

Golden State Equity Partners first reported a position in SGDM in Q1 2026 and held it in 1 quarter. The position peaked at $13.6K in Q1 2026. 104 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

  • Golden State Equity Partners reported no remaining Sprott Gold Miners ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 180 Sprott Gold Miners ETF shares in Q2 2026, an estimated $13.6K.
  • Golden State Equity Partners first reported a position in Sprott Gold Miners ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Sprott Gold Miners ETF position peaked at $13.6K in Q1 2026.
  • 104 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.