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Montis Financial’s Sprott Gold Miners ETF SGDM Stock Holding History

Montis Financial’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 		$281K Sell
4,468
-132
-3% -$9.63K 0.06% 130
2026
Q1 		$347K Sell
4,600
-800
-15% -$64.5K 0.07% 116
2025
Q4 		$376K Sell
5,400
-100
-2% -$6.44K 0.07% 114
2025
Q3 		$341K Hold
5,500
– – 0.08% 122
2025
Q2 		$249K Sell
5,500
-500
-8% -$21.1K 0.07% 119
2025
Q1 		$228K Buy
+6,000
New +$198K 0.07% 132

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

Montis Financial's SGDM Position: Q2 2026 in Review

Montis Financial reduced its Sprott Gold Miners ETF (SGDM) stake by 2.9% in Q2 2026, selling an estimated $9.63K and leaving 4,468 shares worth $281K. The position accounts for 0.06% of the portfolio, ranked #130.

Montis Financial first reported a position in SGDM in Q1 2025 and has held it in 6 quarters since. The position peaked at $376K in Q4 2025. 104 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

  • Montis Financial held 4,468 shares of Sprott Gold Miners ETF worth $281K as of Q2 2026.
  • Montis Financial sold 132 Sprott Gold Miners ETF shares in Q2 2026, an estimated $9.63K.
  • Sprott Gold Miners ETF made up 0.06% of Montis Financial's portfolio in Q2 2026, its #130 holding.
  • Montis Financial first reported a position in Sprott Gold Miners ETF in Q1 2025 and has held it in 6 quarters since.
  • Montis Financial's Sprott Gold Miners ETF position peaked at $376K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.