Nicolet Advisory Services’s Sprott Gold Miners ETF SGDM Stock Holding History

Nicolet Advisory Services’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
2025 Q4	$256K	Hold	3,300	–	–	0.02%	357
2025 Q3	$206K	Buy	+3,300	New	+$168K	0.02%	390
2020 Q3	–	Sell	-7,000	Closed	-$221K	–	206
2020 Q2	$221K	Buy	+7,000	New	+$199K	0.03%	184

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

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

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

RAM

Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return

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

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

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

Nicolet Advisory Services's SGDM Position: Q4 2025 in Review

Nicolet Advisory Services held its Sprott Gold Miners ETF (SGDM) position steady in Q4 2025 at 3,300 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #357.

Nicolet Advisory Services first reported a position in SGDM in Q2 2020 and has held it in 3 quarters since. 114 funds tracked by Wall St. Rank hold SGDM as of Q4 2025.

Nicolet Advisory Services held 3,300 shares of Sprott Gold Miners ETF worth $256K as of Q4 2025.
Nicolet Advisory Services left its Sprott Gold Miners ETF share count unchanged in Q4 2025.
Sprott Gold Miners ETF made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #357 holding.
Nicolet Advisory Services first reported a position in Sprott Gold Miners ETF in Q2 2020 and has held it in 3 quarters since.
114 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.