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OneDigital Investment Advisors’s Sprott Gold Miners ETF SGDM Stock Holding History

OneDigital Investment 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
2024
Q3 		– Sell
-19,842
Closed -$529K – 1461
2024
Q2 		$529K Buy
+19,842
New +$535K 0.01% 880

Other funds holding SGDM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
AA
Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return

OneDigital Investment Advisors's SGDM Position: Q3 2024 in Review

OneDigital Investment Advisors sold out of Sprott Gold Miners ETF (SGDM) in Q3 2024, closing a stake of 19,842 shares — an estimated $529K sold.

OneDigital Investment Advisors first reported a position in SGDM in Q2 2024 and held it in 1 quarter. The position peaked at $529K in Q2 2024. 74 funds tracked by Wall St. Rank hold SGDM as of Q3 2024.

  • OneDigital Investment Advisors reported no remaining Sprott Gold Miners ETF position as of Q3 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 19,842 Sprott Gold Miners ETF shares in Q3 2024, an estimated $529K.
  • OneDigital Investment Advisors first reported a position in Sprott Gold Miners ETF in Q2 2024 and held it in 1 quarter.
  • OneDigital Investment Advisors's Sprott Gold Miners ETF position peaked at $529K in Q2 2024.
  • 74 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q3 2024.

Based on OneDigital Investment Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.