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Independent Financial Group’s Sprott Gold Miners ETF SGDM Stock Holding History

Independent Financial Group’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 		– Sell
-4,418
Closed -$308K – 1520
2025
Q4 		$308K Buy
4,418
+96
+2% +$6.18K 0.01% 1137
2025
Q3 		$268K Sell
4,322
-1,625
-27% -$82.6K 0.01% 1142
2025
Q2 		$269K Buy
+5,947
New +$251K 0.01% 1083
2025
Q1 		– Sell
-33,350
Closed -$926K – 1254
2024
Q4 		$926K Sell
33,350
-4,687
-12% -$142K 0.03% 497
2024
Q3 		$1.18M Sell
38,037
-3,168
-8% -$94K 0.04% 400
2024
Q2 		$1.1M Sell
41,205
-3,068
-7% -$82.7K 0.04% 382
2024
Q1 		$1.12M Sell
44,273
-970
-2% -$22.3K 0.05% 345
2023
Q4 		$1.13M Buy
45,243
+561
+1% +$13.5K 0.06% 327
2023
Q3 		$1.02M Sell
44,682
-2,857
-6% -$71.8K 0.07% 309
2023
Q2 		$1.23M Sell
47,539
-3,655
-7% -$103K 0.08% 262
2023
Q1 		$1.45M Sell
51,194
-768
-1% -$20.2K 0.12% 203
2022
Q4 		$1.29M Sell
51,962
-185
-0.4% -$4.27K 0.11% 192
2022
Q3 		$1.11M Sell
52,147
-407
-0.8% -$9.02K 0.1% 206
2022
Q2 		$1.28M Sell
52,554
-1,645
-3% -$48.2K 0.14% 170
2022
Q1 		$1.79M Sell
54,199
-2,676
-5% -$78.2K 0.15% 144
2021
Q4 		$1.56M Sell
56,875
-698
-1% -$19K 0.13% 159
2021
Q3 		$1.43M Sell
57,573
-2,605
-4% -$71.1K 0.15% 142
2021
Q2 		$1.7M Sell
60,178
-2,891
-5% -$87.6K 0.18% 126
2021
Q1 		$1.69M Sell
63,069
-755
-1% -$21.4K 0.22% 115
2020
Q4 		$1.95M Buy
63,824
+5,738
+10% +$183K 0.29% 81
2020
Q3 		$1.95M Buy
58,086
+21,653
+59% +$758K 0.37% 60
2020
Q2 		$1.15M Buy
36,433
+22,094
+154% +$628K 0.25% 97
2020
Q1 		$285K Buy
+14,339
New +$336K 0.08% 259

Other funds holding SGDM

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $948M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Independent Financial Group's SGDM Position: Q1 2026 in Review

Independent Financial Group sold out of Sprott Gold Miners ETF (SGDM) in Q1 2026, closing a stake of 4,418 shares — an estimated $308K sold.

Independent Financial Group first reported a position in SGDM in Q1 2020 and held it in 23 quarters. The position peaked at $1.95M in Q4 2020. 125 funds tracked by Wall St. Rank hold SGDM as of Q1 2026.

  • Independent Financial Group reported no remaining Sprott Gold Miners ETF position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 4,418 Sprott Gold Miners ETF shares in Q1 2026, an estimated $308K.
  • Independent Financial Group first reported a position in Sprott Gold Miners ETF in Q1 2020 and held it in 23 quarters.
  • Independent Financial Group's Sprott Gold Miners ETF position peaked at $1.95M in Q4 2020.
  • 125 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.