Legacy Wealth Management (Idaho)’s Sprott Gold Miners ETF SGDM Stock Holding History

Legacy Wealth Management (Idaho)’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 Q2	–	Sell	-470	Closed	-$35.5K	–	813
2026 Q1	$35.5K	Hold	470	–	–	0.02%	315
2025 Q4	$32.7K	Buy	470 +10	+2%	+$644	0.02%	270
2025 Q3	$28.5K	Hold	460	–	–	0.01%	234
2025 Q2	$20.8K	Hold	460	–	–	0.01%	238
2025 Q1	$17.5K	Hold	460	–	–	0.01%	264
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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s SGDM Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Sprott Gold Miners ETF (SGDM) in Q2 2026, closing a stake of 470 shares — an estimated $35.5K sold.

Legacy Wealth Management (Idaho) first reported a position in SGDM in Q3 2024 and held it in 7 quarters. The position peaked at $35.5K in Q1 2026. 104 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining Sprott Gold Miners ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 470 Sprott Gold Miners ETF shares in Q2 2026, an estimated $35.5K.
Legacy Wealth Management (Idaho) first reported a position in Sprott Gold Miners ETF in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s Sprott Gold Miners ETF position peaked at $35.5K in Q1 2026.
104 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.