Meridian Wealth Advisors’s Sprott Gold Miners ETF SGDM Stock Holding History

Meridian Wealth 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
2026 Q2	$629K	Hold	10,000	–	–	0.07%	135
2026 Q1	$755K	Hold	10,000	–	–	0.1%	111
2025 Q4	$696K	Hold	10,000	–	–	0.1%	111
2025 Q3	$620K	Hold	10,000	–	–	0.09%	113
2025 Q2	$452K	Hold	10,000	–	–	0.07%	128
2025 Q1	$379K	Hold	10,000	–	–	0.06%	128
2024 Q4	$278K	Hold	10,000	–	–	0.05%	151
2024 Q3	$310K	Hold	10,000	–	–	0.05%	145
2024 Q2	$267K	Hold	10,000	–	–	0.05%	154
2024 Q1	$253K	Buy	+10,000	New	+$230K	0.05%	156

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

Meridian Wealth Advisors's SGDM Position: Q2 2026 in Review

Meridian Wealth Advisors held its Sprott Gold Miners ETF (SGDM) position steady in Q2 2026 at 10,000 shares worth $629K. The position accounts for 0.07% of the portfolio, ranked #135.

Meridian Wealth Advisors first reported a position in SGDM in Q1 2024 and has held it in 10 quarters since. The position peaked at $755K in Q1 2026. 104 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

Meridian Wealth Advisors held 10,000 shares of Sprott Gold Miners ETF worth $629K as of Q2 2026.
Meridian Wealth Advisors left its Sprott Gold Miners ETF share count unchanged in Q2 2026.
Sprott Gold Miners ETF made up 0.07% of Meridian Wealth Advisors's portfolio in Q2 2026, its #135 holding.
Meridian Wealth Advisors first reported a position in Sprott Gold Miners ETF in Q1 2024 and has held it in 10 quarters since.
Meridian Wealth Advisors's Sprott Gold Miners ETF position peaked at $755K in Q1 2026.
104 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.