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Greenline Partners’s Sprott Gold Miners ETF SGDM Stock Holding History

Greenline 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
2021
Q4 		– Sell
-75
Closed -$2K – 136
2021
Q3 		$2K Sell
75
-422
-85% -$11.5K ﹤0.01% 128
2021
Q2 		$14K Buy
+497
New +$15.1K ﹤0.01% 124

Other funds holding SGDM

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 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 $5.35B AUM 43.78% 1-Year Est. Return

Greenline Partners's SGDM Position: Q4 2021 in Review

Greenline Partners sold out of Sprott Gold Miners ETF (SGDM) in Q4 2021, closing a stake of 75 shares — an estimated $2K sold.

Greenline Partners first reported a position in SGDM in Q2 2021 and held it in 2 quarters. The position peaked at $14K in Q2 2021. 51 funds tracked by Wall St. Rank hold SGDM as of Q4 2021.

  • Greenline Partners reported no remaining Sprott Gold Miners ETF position as of Q4 2021 after selling out during the quarter.
  • Greenline Partners sold 75 Sprott Gold Miners ETF shares in Q4 2021, an estimated $2K.
  • Greenline Partners first reported a position in Sprott Gold Miners ETF in Q2 2021 and held it in 2 quarters.
  • Greenline Partners's Sprott Gold Miners ETF position peaked at $14K in Q2 2021.
  • 51 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q4 2021.

Based on Greenline Partners's 13F filing for Q4 2021, filed 15 Feb 2022.