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Koesten Hirschmann & Crabtree’s Sprott Gold Miners ETF SGDM Stock Holding History

Koesten Hirschmann & Crabtree’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
2025
Q3 		– Sell
-47
Closed -$2.11K – 355
2025
Q2 		$2.11K Buy
+47
New +$1.98K ﹤0.01% 221

Other funds holding SGDM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Koesten Hirschmann & Crabtree's SGDM Position: Q3 2025 in Review

Koesten Hirschmann & Crabtree sold out of Sprott Gold Miners ETF (SGDM) in Q3 2025, closing a stake of 47 shares — an estimated $2.11K sold.

Koesten Hirschmann & Crabtree first reported a position in SGDM in Q2 2025 and held it in 1 quarter. The position peaked at $2.11K in Q2 2025. 109 funds tracked by Wall St. Rank hold SGDM as of Q3 2025.

  • Koesten Hirschmann & Crabtree reported no remaining Sprott Gold Miners ETF position as of Q3 2025 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 47 Sprott Gold Miners ETF shares in Q3 2025, an estimated $2.11K.
  • Koesten Hirschmann & Crabtree first reported a position in Sprott Gold Miners ETF in Q2 2025 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's Sprott Gold Miners ETF position peaked at $2.11K in Q2 2025.
  • 109 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q3 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2025, filed 5 Nov 2025.