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

Parallel 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 Q1	–	Sell	-88	Closed	-$2.2K	–	3404
2023 Q4	$2.2K	Hold	88	–	–	﹤0.01%	2775
2023 Q3	$2.01K	Hold	88	–	–	﹤0.01%	2816
2023 Q2	$2.28K	Hold	88	–	–	﹤0.01%	2721
2023 Q1	$2.48K	Hold	88	–	–	﹤0.01%	2689
2022 Q4	$2.18K	Hold	88	–	–	﹤0.01%	2648
2022 Q3	$2K	Hold	88	–	–	﹤0.01%	2739
2022 Q2	$2K	Buy	+88	New	+$2.58K	﹤0.01%	2629

Other funds holding SGDM

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return

Parallel Advisors's SGDM Position: Q1 2024 in Review

Parallel Advisors sold out of Sprott Gold Miners ETF (SGDM) in Q1 2024, closing a stake of 88 shares — an estimated $2.2K sold.

Parallel Advisors first reported a position in SGDM in Q2 2022 and held it in 7 quarters. The position peaked at $2.48K in Q1 2023. 63 funds tracked by Wall St. Rank hold SGDM as of Q1 2024.

Parallel Advisors reported no remaining Sprott Gold Miners ETF position as of Q1 2024 after selling out during the quarter.
Parallel Advisors sold 88 Sprott Gold Miners ETF shares in Q1 2024, an estimated $2.2K.
Parallel Advisors first reported a position in Sprott Gold Miners ETF in Q2 2022 and held it in 7 quarters.
Parallel Advisors's Sprott Gold Miners ETF position peaked at $2.48K in Q1 2023.
63 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2024.

Based on Parallel Advisors's 13F filing for Q1 2024, filed 6 May 2024.