Pekin Hardy Strauss’s Sprott Gold Miners ETF SGDM Stock Holding History

Pekin Hardy Strauss’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	$1.96M	Buy	31,162 +870	+3%	+$63.5K	0.17%	142
2026 Q1	$2.29M	Sell	30,292 -2,813	-8%	-$227K	0.24%	115
2025 Q4	$2.31M	Buy	33,105 +2,054	+7%	+$132K	0.21%	110
2025 Q3	$1.93M	Sell	31,051 -250	-0.8%	-$12.7K	0.19%	123
2025 Q2	$1.42M	Sell	31,301 -247	-0.8%	-$10.4K	0.16%	137
2025 Q1	$1.2M	Sell	31,548 -5,066	-14%	-$167K	0.14%	142
2024 Q4	$1.02M	Buy	36,614 +5,926	+19%	+$179K	0.13%	157
2024 Q3	$951K	Buy	30,688 +3,335	+12%	+$98.9K	0.12%	157
2024 Q2	$730K	Buy	27,353 +1,255	+5%	+$33.8K	0.1%	173
2024 Q1	$661K	Buy	26,098 +1,985	+8%	+$45.6K	0.09%	188
2023 Q4	$602K	Sell	24,113 -5,900	-20%	-$142K	0.08%	181
2023 Q3	$686K	Sell	30,013 -4,631	-13%	-$116K	0.11%	163
2023 Q2	$896K	Sell	34,644 -3,335	-9%	-$94.1K	0.1%	140
2023 Q1	$1.07M	Buy	37,979 +4,800	+14%	+$126K	0.14%	135
2022 Q4	$822K	Sell	33,179 -9,568	-22%	-$221K	0.11%	168
2022 Q3	$912K	Sell	42,747 -27,853	-39%	-$617K	0.15%	146
2022 Q2	$1.72M	Buy	70,600 +7,400	+12%	+$217K	0.24%	100
2022 Q1	$2.09M	Sell	63,200 -115	-0.2%	-$3.36K	0.26%	92
2021 Q4	$1.73M	Sell	63,315 -7,430	-11%	-$202K	0.23%	111
2021 Q3	$1.76M	Buy	70,745 +2,230	+3%	+$60.9K	0.25%	107
2021 Q2	$1.94M	Sell	68,515 -2,565	-4%	-$77.7K	0.27%	98
2021 Q1	$1.9M	Buy	71,080 +63,780	+874%	+$1.81M	0.3%	88
2020 Q4	$223K	Sell	7,300 -30,550	-81%	-$973K	0.04%	253
2020 Q3	$1.27M	Buy	37,850 +7,050	+23%	+$247K	0.26%	91
2020 Q2	$973K	Buy	30,800 +10,750	+54%	+$305K	0.21%	97
2020 Q1	$398K	Sell	20,050 -10,100	-33%	-$237K	0.09%	135
2019 Q4	$758K	Buy	+30,150	New	+$705K	0.12%	115

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

Pekin Hardy Strauss's SGDM Position: Q2 2026 in Review

Pekin Hardy Strauss increased its Sprott Gold Miners ETF (SGDM) stake by 2.9% in Q2 2026, buying an estimated $63.5K and bringing the position to 31,162 shares worth $1.96M. The position accounts for 0.17% of the portfolio, ranked #142.

Pekin Hardy Strauss first reported a position in SGDM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.31M in Q4 2025. 104 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

Pekin Hardy Strauss held 31,162 shares of Sprott Gold Miners ETF worth $1.96M as of Q2 2026.
Pekin Hardy Strauss bought 870 Sprott Gold Miners ETF shares in Q2 2026, an estimated $63.5K.
Sprott Gold Miners ETF made up 0.17% of Pekin Hardy Strauss's portfolio in Q2 2026, its #142 holding.
Pekin Hardy Strauss first reported a position in Sprott Gold Miners ETF in Q4 2019 and has held it in 27 quarters since.
Pekin Hardy Strauss's Sprott Gold Miners ETF position peaked at $2.31M in Q4 2025.
104 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on Pekin Hardy Strauss's 13F filing for Q2 2026, filed 30 Jul 2026.