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 Q2	–	Sell	-9,061	Closed	-$684K	–	4359
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 $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

NewEdge Advisors's SGDM Position: Q2 2026 in Review

NewEdge Advisors sold out of Sprott Gold Miners ETF (SGDM) in Q2 2026, closing a stake of 9,061 shares — an estimated $684K sold.

NewEdge Advisors first reported a position in SGDM in Q4 2021 and held it in 5 quarters. The position peaked at $2.63M in Q1 2022. 105 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

NewEdge Advisors reported no remaining Sprott Gold Miners ETF position as of Q2 2026 after selling out during the quarter.
NewEdge Advisors sold 9,061 Sprott Gold Miners ETF shares in Q2 2026, an estimated $684K.
NewEdge Advisors first reported a position in Sprott Gold Miners ETF in Q4 2021 and held it in 5 quarters.
NewEdge Advisors's Sprott Gold Miners ETF position peaked at $2.63M in Q1 2022.
105 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.