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Legacy Investment Solutions’s Sprott Gold Miners ETF SGDM Stock Holding History

Legacy Investment Solutions’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
Q2 		$20.8K Buy
+460
New +$19.4K 0.01% 238
2024
Q4 		$15.3K Buy
460
+10
+2% +$302 0.01% 246
2024
Q3 		$12.5K Buy
+450
New +$13.4K 0.01% 278

Other funds holding SGDM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
AA
Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Legacy Investment Solutions's SGDM Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Sprott Gold Miners ETF (SGDM) in Q2 2025: 460 shares worth $20.8K. The stake represents 0.01% of the portfolio and ranks #238 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SGDM as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SGDM in Q3 2024 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold SGDM as of Q2 2025.

  • Legacy Investment Solutions held 460 shares of Sprott Gold Miners ETF worth $20.8K as of Q2 2025.
  • Sprott Gold Miners ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Sprott Gold Miners ETF made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #238 holding.
  • Legacy Investment Solutions first reported a position in Sprott Gold Miners ETF in Q3 2024 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.