Macroview Investment Management’s Sprott Gold Miners ETF SGDM Stock Holding History

Macroview Investment 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
2024 Q4	–	Sell	-1,324	Closed	-$41K	–	458
2024 Q3	$41K	Hold	1,324	–	–	0.04%	140
2024 Q2	$35.3K	Hold	1,324	–	–	0.04%	141
2024 Q1	$33.6K	Hold	1,324	–	–	0.04%	152
2023 Q4	$33.1K	Hold	1,324	–	–	0.04%	148
2023 Q3	$30.3K	Hold	1,324	–	–	0.04%	137
2023 Q2	$34.3K	Hold	1,324	–	–	0.05%	100
2023 Q1	$37.4K	Hold	1,324	–	–	0.06%	96
2022 Q4	$32.8K	Hold	1,324	–	–	0.06%	103
2022 Q3	$28K	Hold	1,324	–	–	0.05%	101
2022 Q2	$32K	Hold	1,324	–	–	0.05%	107
2022 Q1	$44K	Hold	1,324	–	–	0.06%	102
2021 Q4	$36K	Hold	1,324	–	–	0.05%	112
2021 Q3	$33K	Hold	1,324	–	–	0.04%	112
2021 Q2	$37K	Hold	1,324	–	–	0.05%	108
2021 Q1	$35K	Hold	1,324	–	–	0.05%	105
2020 Q4	$40K	Hold	1,324	–	–	0.06%	94
2020 Q3	$44K	Buy	1,324 +292	+28%	+$10.2K	0.08%	81
2020 Q2	$33K	Buy	1,032 +632	+158%	+$18K	0.07%	89
2020 Q1	$8K	Hold	400	–	–	0.02%	129
2019 Q4	$10K	Hold	400	–	–	0.02%	142
2019 Q3	$9K	Hold	400	–	–	0.02%	146
2019 Q2	$9K	Hold	400	–	–	0.02%	150
2019 Q1	$8K	Hold	400	–	–	0.02%	162
2018 Q4	$7K	Hold	400	–	–	0.02%	145
2018 Q3	$6K	Hold	400	–	–	0.02%	151
2018 Q2	$8K	Hold	400	–	–	0.03%	132
2018 Q1	$8K	Hold	400	–	–	0.03%	122
2017 Q4	$8K	Hold	400	–	–	0.04%	86
2017 Q3	$8K	Hold	400	–	–	0.04%	97
2017 Q2	$8K	Hold	400	–	–	0.04%	110
2017 Q1	$8K	Hold	400	–	–	0.05%	74
2016 Q4	$8K	Hold	400	–	–	0.04%	74
2016 Q3	$10K	Buy	+400	New	+$10.7K	0.04%	65

Other funds holding SGDM

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Macroview Investment Management's SGDM Position: Q4 2024 in Review

Macroview Investment Management sold out of Sprott Gold Miners ETF (SGDM) in Q4 2024, closing a stake of 1,324 shares — an estimated $41K sold.

Macroview Investment Management first reported a position in SGDM in Q3 2016 and held it in 33 quarters. The position peaked at $44K in Q1 2022. 76 funds tracked by Wall St. Rank hold SGDM as of Q4 2024.

Macroview Investment Management reported no remaining Sprott Gold Miners ETF position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 1,324 Sprott Gold Miners ETF shares in Q4 2024, an estimated $41K.
Macroview Investment Management first reported a position in Sprott Gold Miners ETF in Q3 2016 and held it in 33 quarters.
Macroview Investment Management's Sprott Gold Miners ETF position peaked at $44K in Q1 2022.
76 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.