GPS Wealth Strategies Group’s Sprott Gold Miners ETF SGDM Stock Holding History

GPS Wealth Strategies Group’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
2024 Q3	–	Sell	-153	Closed	-$4.08K	–	1434
2024 Q2	$4.08K	Hold	153	–	–	﹤0.01%	1101
2024 Q1	$3.88K	Hold	153	–	–	﹤0.01%	1051
2023 Q4	$3.83K	Buy	153 +2	+1%	+$48	﹤0.01%	1030
2023 Q3	$3.46K	Hold	151	–	–	﹤0.01%	1039
2023 Q2	$3.91K	Hold	151	–	–	﹤0.01%	1024
2023 Q1	$4.27K	Buy	+151	New	+$3.96K	﹤0.01%	1004
2022 Q4	–	Sell	-149	Closed	-$3K	–	916
2022 Q3	$3K	Hold	149	–	–	﹤0.01%	1008
2022 Q2	$4K	Hold	149	–	–	﹤0.01%	947
2022 Q1	$5K	Hold	149	–	–	﹤0.01%	860
2021 Q4	$4K	Hold	149	–	–	﹤0.01%	916
2021 Q3	$4K	Hold	149	–	–	﹤0.01%	883
2021 Q2	$4K	Hold	149	–	–	﹤0.01%	900
2021 Q1	$3K	Buy	+149	New	+$4.22K	﹤0.01%	836

Other funds holding SGDM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TIM

Thor Investment Management Cincinnati, Ohio $188M AUM 58.84% 1-Year Est. Return

GPS Wealth Strategies Group's SGDM Position: Q3 2024 in Review

GPS Wealth Strategies Group sold out of Sprott Gold Miners ETF (SGDM) in Q3 2024, closing a stake of 153 shares — an estimated $4.08K sold.

GPS Wealth Strategies Group first reported a position in SGDM in Q1 2021 and held it in 13 quarters. The position peaked at $5K in Q1 2022. 74 funds tracked by Wall St. Rank hold SGDM as of Q3 2024.

GPS Wealth Strategies Group reported no remaining Sprott Gold Miners ETF position as of Q3 2024 after selling out during the quarter.
GPS Wealth Strategies Group sold 153 Sprott Gold Miners ETF shares in Q3 2024, an estimated $4.08K.
GPS Wealth Strategies Group first reported a position in Sprott Gold Miners ETF in Q1 2021 and held it in 13 quarters.
GPS Wealth Strategies Group's Sprott Gold Miners ETF position peaked at $5K in Q1 2022.
74 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q3 2024.

Based on GPS Wealth Strategies Group's 13F filing for Q3 2024, filed 29 Oct 2024.