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InterOcean Capital Group’s Sprott Gold Miners ETF SGDM Stock Holding History

InterOcean Capital 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
2023
Q1 		– Sell
-275,790
Closed -$6.83M – 449
2022
Q4 		$6.83M Buy
+275,790
New +$6.36M 0.25% 76

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CAN
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UBS Group
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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
AA
Auxano Advisors Bellevue, Washington $528M AUM 23.67% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
SAM
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

InterOcean Capital Group's SGDM Position: Q1 2023 in Review

InterOcean Capital Group sold out of Sprott Gold Miners ETF (SGDM) in Q1 2023, closing a stake of 275,790 shares — an estimated $6.83M sold.

InterOcean Capital Group first reported a position in SGDM in Q4 2022 and held it in 1 quarter. The position peaked at $6.83M in Q4 2022. 69 funds tracked by Wall St. Rank hold SGDM as of Q1 2023.

  • InterOcean Capital Group reported no remaining Sprott Gold Miners ETF position as of Q1 2023 after selling out during the quarter.
  • InterOcean Capital Group sold 275,790 Sprott Gold Miners ETF shares in Q1 2023, an estimated $6.83M.
  • InterOcean Capital Group first reported a position in Sprott Gold Miners ETF in Q4 2022 and held it in 1 quarter.
  • InterOcean Capital Group's Sprott Gold Miners ETF position peaked at $6.83M in Q4 2022.
  • 69 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2023.

Based on InterOcean Capital Group's 13F filing for Q1 2023, filed 15 May 2023.