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HC Advisors’s Sprott Gold Miners ETF SGDM Stock Holding History

HC Advisors’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
Q1 		$3.14M Buy
41,603
+603
+1% +$48.6K 2.1% 15
2025
Q4 		$2.85M Sell
41,000
-7,117
-15% -$459K 1.98% 17
2025
Q3 		$2.98M Buy
48,117
+811
+2% +$41.2K 2.1% 17
2025
Q2 		$2.14M Sell
47,306
-834
-2% -$35.2K 1.51% 19
2025
Q1 		$1.83M Buy
48,140
+325
+0.7% +$10.7K 1.37% 18
2024
Q4 		$1.33M Buy
47,815
+2,411
+5% +$72.9K 1.07% 19
2024
Q3 		$1.41M Buy
45,404
+2,614
+6% +$77.6K 1.16% 18
2024
Q2 		$1.14M Buy
42,790
+2,961
+7% +$79.8K 1.05% 21
2024
Q1 		$1.01M Sell
39,829
-1,465
-4% -$33.6K 0.48% 41
2023
Q4 		$1.03M Buy
41,294
+6,810
+20% +$164K 0.58% 37
2023
Q3 		$789K Sell
34,484
-1,395
-4% -$35.1K 0.47% 41
2023
Q2 		$928K Buy
35,879
+365
+1% +$10.3K 0.54% 35
2023
Q1 		$1M Buy
35,514
+14,135
+66% +$371K 0.62% 35
2022
Q4 		$529K Sell
21,379
-1,429
-6% -$33K 0.36% 47
2022
Q3 		$487K Buy
22,808
+9,170
+67% +$203K 0.34% 49
2022
Q2 		$331K Buy
13,638
+1,300
+11% +$38.1K 0.24% 56
2022
Q1 		$407K Buy
+12,338
New +$360K 0.26% 51
2021
Q3 		– Sell
-7,393
Closed -$209K – 86
2021
Q2 		$209K Buy
+7,393
New +$224K 0.13% 77

Other funds holding SGDM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $904M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HC Advisors's SGDM Position: Q1 2026 in Review

HC Advisors increased its Sprott Gold Miners ETF (SGDM) stake by 1.5% in Q1 2026, buying an estimated $48.6K and bringing the position to 41,603 shares worth $3.14M. The position accounts for 2.1% of the portfolio, ranked #15.

HC Advisors first reported a position in SGDM in Q2 2021 and has held it in 18 quarters since. 124 funds tracked by Wall St. Rank hold SGDM as of Q1 2026.

  • HC Advisors held 41,603 shares of Sprott Gold Miners ETF worth $3.14M as of Q1 2026.
  • HC Advisors bought 603 Sprott Gold Miners ETF shares in Q1 2026, an estimated $48.6K.
  • Sprott Gold Miners ETF made up 2.1% of HC Advisors's portfolio in Q1 2026, its #15 holding.
  • HC Advisors first reported a position in Sprott Gold Miners ETF in Q2 2021 and has held it in 18 quarters since.
  • 124 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2026.

Based on HC Advisors's 13F filing for Q1 2026, filed 5 May 2026.