Perigon Wealth Management’s Sprott Gold Miners ETF SGDM Stock Holding History

Perigon Wealth Management’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	$264K	Sell	3,500 -25	-0.7%	-$2.02K	﹤0.01%	1066
2025 Q4	$245K	Buy	3,525 +37	+1%	+$2.38K	﹤0.01%	1123
2025 Q3	$216K	Buy	+3,488	New	+$177K	﹤0.01%	1121

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

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

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Perigon Wealth Management's SGDM Position: Q1 2026 in Review

Perigon Wealth Management reduced its Sprott Gold Miners ETF (SGDM) stake by 0.71% in Q1 2026, selling an estimated $2.02K and leaving 3,500 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Perigon Wealth Management first reported a position in SGDM in Q3 2025 and has held it in 3 quarters since. 125 funds tracked by Wall St. Rank hold SGDM as of Q1 2026.

Perigon Wealth Management held 3,500 shares of Sprott Gold Miners ETF worth $264K as of Q1 2026.
Perigon Wealth Management sold 25 Sprott Gold Miners ETF shares in Q1 2026, an estimated $2.02K.
Sprott Gold Miners ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1066 holding.
Perigon Wealth Management first reported a position in Sprott Gold Miners ETF in Q3 2025 and has held it in 3 quarters since.
125 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.