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

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

One Plus One Wealth Management Jupiter, Florida $229M AUM 28.06% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

West Branch Capital Amherst, Massachusetts $430M AUM 41.9% 1-Year Est. Return