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Meriwether Wealth & Planning’s Sprott Gold Miners ETF SGDM Stock Holding History

Meriwether Wealth & Planning’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
Q3 		$9.04K Buy
+122
New +$8.89K ﹤0.01% 434

Other funds holding SGDM

TIM
Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Meriwether Wealth & Planning's SGDM Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Sprott Gold Miners ETF (SGDM) in Q3 2026: 122 shares worth $9.04K. The stake represents ﹤0.01% of the portfolio and ranks #434 among its holdings.

9 funds tracked by Wall St. Rank hold SGDM as of Q3 2026.

  • Meriwether Wealth & Planning held 122 shares of Sprott Gold Miners ETF worth $9.04K as of Q3 2026.
  • Sprott Gold Miners ETF was a new Meriwether Wealth & Planning position in Q3 2026.
  • Sprott Gold Miners ETF made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #434 holding.
  • 9 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.