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ICA Group Wealth Management’s Sprott Gold Miners ETF SGDM Stock Holding History

ICA Group Wealth Management’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
2024
Q2 		– Sell
-336
Closed -$8.52K – 1227
2024
Q1 		$8.52K Hold
336
– – ﹤0.01% 920
2023
Q4 		$8.39K Buy
+336
New +$8.11K ﹤0.01% 909
2023
Q3 		– Sell
-336
Closed -$8.69K – 1045
2023
Q2 		$8.69K Buy
336
+186
+124% +$5.25K ﹤0.01% 862
2023
Q1 		$4.24K Hold
150
– – ﹤0.01% 980
2022
Q4 		$3.71K Buy
+150
New +$3.46K ﹤0.01% 1024

Other funds holding SGDM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AA
Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ICA Group Wealth Management's SGDM Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Sprott Gold Miners ETF (SGDM) in Q2 2024, closing a stake of 336 shares — an estimated $8.52K sold.

ICA Group Wealth Management first reported a position in SGDM in Q4 2022 and held it in 5 quarters. The position peaked at $8.69K in Q2 2023. 68 funds tracked by Wall St. Rank hold SGDM as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Sprott Gold Miners ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 336 Sprott Gold Miners ETF shares in Q2 2024, an estimated $8.52K.
  • ICA Group Wealth Management first reported a position in Sprott Gold Miners ETF in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's Sprott Gold Miners ETF position peaked at $8.69K in Q2 2023.
  • 68 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.