Lido Advisors’s Sprott Gold Miners ETF SGDM Stock Holding History

Lido Advisors’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	-9,885	Closed	-$326K	–	1052
2022 Q1	$326K	Sell	9,885 -605	-6%	-$17.7K	﹤0.01%	781
2021 Q4	$287K	Sell	10,490 -264	-2%	-$7.17K	﹤0.01%	825
2021 Q3	$267K	Sell	10,754 -900	-8%	-$24.6K	﹤0.01%	783
2021 Q2	$330K	Sell	11,654 -105	-0.9%	-$3.18K	﹤0.01%	683
2021 Q1	$315K	Buy	11,759 +1,171	+11%	+$33.2K	0.01%	646
2020 Q4	$323K	Buy	+10,588	New	+$337K	0.01%	597

Other funds holding SGDM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Lido Advisors's SGDM Position: Q2 2022 in Review

Lido Advisors sold out of Sprott Gold Miners ETF (SGDM) in Q2 2022, closing a stake of 9,885 shares — an estimated $326K sold.

Lido Advisors first reported a position in SGDM in Q4 2020 and held it in 6 quarters. The position peaked at $330K in Q2 2021. 52 funds tracked by Wall St. Rank hold SGDM as of Q2 2022.

Lido Advisors reported no remaining Sprott Gold Miners ETF position as of Q2 2022 after selling out during the quarter.
Lido Advisors sold 9,885 Sprott Gold Miners ETF shares in Q2 2022, an estimated $326K.
Lido Advisors first reported a position in Sprott Gold Miners ETF in Q4 2020 and held it in 6 quarters.
Lido Advisors's Sprott Gold Miners ETF position peaked at $330K in Q2 2021.
52 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2022.

Based on Lido Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.