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Litman Gregory Wealth Management’s Sprott Gold Miners ETF SGDM Stock Holding History

Litman Gregory Wealth Management’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
2023
Q2 		– Sell
-8,031
Closed -$227K – 106
2023
Q1 		$227K Buy
+8,031
New +$211K 0.08% 36

Other funds holding SGDM

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AA
Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Litman Gregory Wealth Management's SGDM Position: Q2 2023 in Review

Litman Gregory Wealth Management sold out of Sprott Gold Miners ETF (SGDM) in Q2 2023, closing a stake of 8,031 shares — an estimated $227K sold.

Litman Gregory Wealth Management first reported a position in SGDM in Q1 2023 and held it in 1 quarter. The position peaked at $227K in Q1 2023. 61 funds tracked by Wall St. Rank hold SGDM as of Q2 2023.

  • Litman Gregory Wealth Management reported no remaining Sprott Gold Miners ETF position as of Q2 2023 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 8,031 Sprott Gold Miners ETF shares in Q2 2023, an estimated $227K.
  • Litman Gregory Wealth Management first reported a position in Sprott Gold Miners ETF in Q1 2023 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Sprott Gold Miners ETF position peaked at $227K in Q1 2023.
  • 61 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2023.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.