MASM
SGDM icon

MH & Associates Securities Management’s Sprott Gold Miners ETF SGDM Stock Holding History

MH & Associates Securities 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
2026
Q2 		$91.7K Hold
1,458
– – 0.08% 49
2026
Q1 		$110K Sell
1,458
-397
-21% -$32K 0.1% 49
2025
Q4 		$129K Buy
+1,855
New +$120K 0.11% 55

Other funds holding SGDM

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MH & Associates Securities Management's SGDM Position: Q2 2026 in Review

MH & Associates Securities Management held its Sprott Gold Miners ETF (SGDM) position steady in Q2 2026 at 1,458 shares worth $91.7K. The position accounts for 0.08% of the portfolio, ranked #49.

MH & Associates Securities Management first reported a position in SGDM in Q4 2025 and has held it in 3 quarters since. The position peaked at $129K in Q4 2025. 104 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

  • MH & Associates Securities Management held 1,458 shares of Sprott Gold Miners ETF worth $91.7K as of Q2 2026.
  • MH & Associates Securities Management left its Sprott Gold Miners ETF share count unchanged in Q2 2026.
  • Sprott Gold Miners ETF made up 0.08% of MH & Associates Securities Management's portfolio in Q2 2026, its #49 holding.
  • MH & Associates Securities Management first reported a position in Sprott Gold Miners ETF in Q4 2025 and has held it in 3 quarters since.
  • MH & Associates Securities Management's Sprott Gold Miners ETF position peaked at $129K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on MH & Associates Securities Management's 13F filing for Q2 2026, filed 28 Jul 2026.