Newbridge Financial Services Group’s Sprott Gold Miners ETF SGDM Stock Holding History

Newbridge Financial Services Group’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	–	Sell	-150	Closed	-$11.3K	–	1277
2026 Q1	$11.3K	Hold	150	–	–	﹤0.01%	778
2025 Q4	$10.4K	Sell	150 -6,303	-98%	-$406K	﹤0.01%	774
2025 Q3	$400K	Sell	6,453 -1,048	-14%	-$53.3K	0.06%	213
2025 Q2	$339K	Buy	7,501 +7,351	+4,901%	+$310K	0.06%	229
2025 Q1	$5.69K	Hold	150	–	–	﹤0.01%	782
2024 Q4	$4.16K	Sell	150 -150	-50%	-$4.53K	﹤0.01%	883
2024 Q3	$9.29K	Hold	300	–	–	﹤0.01%	441
2024 Q2	$8K	Hold	300	–	–	﹤0.01%	752
2024 Q1	$7.6K	Buy	+300	New	+$6.89K	﹤0.01%	824

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

Newbridge Financial Services Group's SGDM Position: Q2 2026 in Review

Newbridge Financial Services Group sold out of Sprott Gold Miners ETF (SGDM) in Q2 2026, closing a stake of 150 shares — an estimated $11.3K sold.

Newbridge Financial Services Group first reported a position in SGDM in Q1 2024 and held it in 9 quarters. The position peaked at $400K in Q3 2025. 104 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

Newbridge Financial Services Group reported no remaining Sprott Gold Miners ETF position as of Q2 2026 after selling out during the quarter.
Newbridge Financial Services Group sold 150 Sprott Gold Miners ETF shares in Q2 2026, an estimated $11.3K.
Newbridge Financial Services Group first reported a position in Sprott Gold Miners ETF in Q1 2024 and held it in 9 quarters.
Newbridge Financial Services Group's Sprott Gold Miners ETF position peaked at $400K in Q3 2025.
104 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.