NewEdge Advisors’s Sprott Gold Miners ETF SGDM Stock Holding History

NewEdge 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 Q1	$684K	Sell	9,061 -834	-8%	-$67.2K	﹤0.01%	1753
2025 Q4	$689K	Buy	9,895 +2,671	+37%	+$172K	﹤0.01%	1733
2025 Q3	$448K	Buy	+7,224	New	+$367K	﹤0.01%	1899
2022 Q2	–	Sell	-79,739	Closed	-$2.63M	–	1613
2022 Q1	$2.63M	Buy	79,739 +40,939	+106%	+$1.2M	0.04%	363
2021 Q4	$1.06M	Buy	+38,800	New	+$1.05M	0.02%	700

Other funds holding SGDM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $904M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

NewEdge Advisors's SGDM Position: Q1 2026 in Review

NewEdge Advisors reduced its Sprott Gold Miners ETF (SGDM) stake by 8.4% in Q1 2026, selling an estimated $67.2K and leaving 9,061 shares worth $684K. The position accounts for ﹤0.01% of the portfolio, ranked #1753.

NewEdge Advisors first reported a position in SGDM in Q4 2021 and has held it in 5 quarters since. The position peaked at $2.63M in Q1 2022. 124 funds tracked by Wall St. Rank hold SGDM as of Q1 2026.

NewEdge Advisors held 9,061 shares of Sprott Gold Miners ETF worth $684K as of Q1 2026.
NewEdge Advisors sold 834 Sprott Gold Miners ETF shares in Q1 2026, an estimated $67.2K.
Sprott Gold Miners ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1753 holding.
NewEdge Advisors first reported a position in Sprott Gold Miners ETF in Q4 2021 and has held it in 5 quarters since.
NewEdge Advisors's Sprott Gold Miners ETF position peaked at $2.63M in Q1 2022.
124 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.