Harbor Investment Advisory’s Sprott Gold Miners ETF SGDM Stock Holding History

Harbor Investment Advisory’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	$9.43K	Buy	150 +50	+50%	+$3.65K	﹤0.01%	1054
2026 Q1	$7.55K	Hold	100	–	–	﹤0.01%	946
2025 Q4	$6.96K	Hold	100	–	–	﹤0.01%	1001
2025 Q3	$6.2K	Hold	100	–	–	﹤0.01%	980
2025 Q2	$4.52K	Hold	100	–	–	﹤0.01%	1006
2025 Q1	$3.79K	Hold	100	–	–	﹤0.01%	1010
2024 Q4	$2.78K	Hold	100	–	–	﹤0.01%	1030
2024 Q3	$3.1K	Hold	100	–	–	﹤0.01%	1026
2024 Q2	$2.67K	Hold	100	–	–	﹤0.01%	1041
2024 Q1	$2.53K	Hold	100	–	–	﹤0.01%	1061
2023 Q4	$2.5K	Hold	100	–	–	﹤0.01%	1025
2023 Q3	$2.29K	Hold	100	–	–	﹤0.01%	1029
2023 Q2	$2.59K	Hold	100	–	–	﹤0.01%	1196
2023 Q1	$2.82K	Buy	+100	New	+$2.63K	﹤0.01%	1188

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

Harbor Investment Advisory's SGDM Position: Q2 2026 in Review

Harbor Investment Advisory increased its Sprott Gold Miners ETF (SGDM) stake by 50% in Q2 2026, buying an estimated $3.65K and bringing the position to 150 shares worth $9.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Harbor Investment Advisory first reported a position in SGDM in Q1 2023 and has held it in 14 quarters since. 104 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

Harbor Investment Advisory held 150 shares of Sprott Gold Miners ETF worth $9.43K as of Q2 2026.
Harbor Investment Advisory bought 50 Sprott Gold Miners ETF shares in Q2 2026, an estimated $3.65K.
Sprott Gold Miners ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #1054 holding.
Harbor Investment Advisory first reported a position in Sprott Gold Miners ETF in Q1 2023 and has held it in 14 quarters since.
104 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.