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Laurel Wealth Advisors (California)’s Sprott Gold Miners ETF SGDM Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q2 		– Sell
-66,520
Closed -$2.19M – 737
2022
Q1 		$2.19M Buy
66,520
+6,453
+11% +$189K 0.18% 120
2021
Q4 		$1.64M Buy
+60,067
New +$1.63M 0.13% 162

Other funds holding SGDM

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
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SGDM Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of Sprott Gold Miners ETF (SGDM) in Q2 2022, closing a stake of 66,520 shares — an estimated $2.19M sold.

Laurel Wealth Advisors (California) first reported a position in SGDM in Q4 2021 and held it in 2 quarters. The position peaked at $2.19M in Q1 2022. 52 funds tracked by Wall St. Rank hold SGDM as of Q2 2022.

  • Laurel Wealth Advisors (California) reported no remaining Sprott Gold Miners ETF position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 66,520 Sprott Gold Miners ETF shares in Q2 2022, an estimated $2.19M.
  • Laurel Wealth Advisors (California) first reported a position in Sprott Gold Miners ETF in Q4 2021 and held it in 2 quarters.
  • Laurel Wealth Advisors (California)'s Sprott Gold Miners ETF position peaked at $2.19M in Q1 2022.
  • 52 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.