IHT Wealth Management
SGDM icon

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 		$19K 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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Auxano Advisors
Auxano Advisors Bellevue, Washington $528M AUM 23.67% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return
Synergy Asset Management
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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.