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

NewEdge Wealth’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	–	Sell	-5,730	Closed	-$399K	–	1265
2025 Q4	$399K	Buy	+5,730	New	+$369K	﹤0.01%	922

Other funds holding SGDM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

NewEdge Wealth's SGDM Position: Q1 2026 in Review

NewEdge Wealth sold out of Sprott Gold Miners ETF (SGDM) in Q1 2026, closing a stake of 5,730 shares — an estimated $399K sold.

NewEdge Wealth first reported a position in SGDM in Q4 2025 and held it in 1 quarter. The position peaked at $399K in Q4 2025. 125 funds tracked by Wall St. Rank hold SGDM as of Q1 2026.

NewEdge Wealth reported no remaining Sprott Gold Miners ETF position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 5,730 Sprott Gold Miners ETF shares in Q1 2026, an estimated $399K.
NewEdge Wealth first reported a position in Sprott Gold Miners ETF in Q4 2025 and held it in 1 quarter.
NewEdge Wealth's Sprott Gold Miners ETF position peaked at $399K in Q4 2025.
125 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2026.

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