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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
Q2 		$2.72M Buy
43,191
+1,588
+4% +$116K 1.65% 16
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 $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HC Advisors's SGDM Position: Q2 2026 in Review

HC Advisors increased its Sprott Gold Miners ETF (SGDM) stake by 3.8% in Q2 2026, buying an estimated $116K and bringing the position to 43,191 shares worth $2.72M. The position accounts for 1.65% of the portfolio, ranked #16.

HC Advisors first reported a position in SGDM in Q2 2021 and has held it in 19 quarters since. The position peaked at $3.14M in Q1 2026. 105 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

  • HC Advisors held 43,191 shares of Sprott Gold Miners ETF worth $2.72M as of Q2 2026.
  • HC Advisors bought 1,588 Sprott Gold Miners ETF shares in Q2 2026, an estimated $116K.
  • Sprott Gold Miners ETF made up 1.65% of HC Advisors's portfolio in Q2 2026, its #16 holding.
  • HC Advisors first reported a position in Sprott Gold Miners ETF in Q2 2021 and has held it in 19 quarters since.
  • HC Advisors's Sprott Gold Miners ETF position peaked at $3.14M in Q1 2026.
  • 105 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on HC Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.