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

IHT 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
2023 Q1	–	Sell	-97,564	Closed	-$2.42M	–	997
2022 Q4	$2.42M	Sell	97,564 -52,005	-35%	-$1.2M	0.15%	147
2022 Q3	$3.19M	Sell	149,569 -41,618	-22%	-$922K	0.24%	89
2022 Q2	$4.64M	Buy	191,187 +10,580	+6%	+$310K	0.41%	42
2022 Q1	$5.96M	Buy	180,607 +24,813	+16%	+$725K	0.45%	38
2021 Q4	$4.26M	Buy	155,794 +35,275	+29%	+$958K	0.31%	65
2021 Q3	$2.99M	Buy	120,519 +44,649	+59%	+$1.22M	0.24%	90
2021 Q2	$2.15M	Buy	75,870 +10,437	+16%	+$316K	0.14%	155
2021 Q1	$1.75M	Buy	+65,433	New	+$1.85M	0.13%	167
2018 Q2	–	Sell	-1,840	Closed	-$37K	–	1180
2018 Q1	$37K	Hold	1,840	–	–	0.01%	775
2017 Q4	$38K	Hold	1,840	–	–	0.01%	778
2017 Q3	$39K	Hold	1,840	–	–	0.02%	592
2017 Q2	$19	Hold	1,840	–	–	0.01%	801
2017 Q1	$38K	Hold	1,840	–	–	0.03%	492
2016 Q4	$36K	Buy	+1,840	New	+$37.1K	0.03%	463

Other funds holding SGDM

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IHT Wealth Management's SGDM Position: Q1 2023 in Review

IHT Wealth Management sold out of Sprott Gold Miners ETF (SGDM) in Q1 2023, closing a stake of 97,564 shares — an estimated $2.42M sold.

IHT Wealth Management first reported a position in SGDM in Q4 2016 and held it in 14 quarters. The position peaked at $5.96M in Q1 2022. 69 funds tracked by Wall St. Rank hold SGDM as of Q1 2023.

IHT Wealth Management reported no remaining Sprott Gold Miners ETF position as of Q1 2023 after selling out during the quarter.
IHT Wealth Management sold 97,564 Sprott Gold Miners ETF shares in Q1 2023, an estimated $2.42M.
IHT Wealth Management first reported a position in Sprott Gold Miners ETF in Q4 2016 and held it in 14 quarters.
IHT Wealth Management's Sprott Gold Miners ETF position peaked at $5.96M in Q1 2022.
69 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2023.

Based on IHT Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.