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 Q2	–	Sell	-3,500	Closed	-$264K	–	1485
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 $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

Perigon Wealth Management's SGDM Position: Q2 2026 in Review

Perigon Wealth Management sold out of Sprott Gold Miners ETF (SGDM) in Q2 2026, closing a stake of 3,500 shares — an estimated $264K sold.

Perigon Wealth Management first reported a position in SGDM in Q3 2025 and held it in 3 quarters. The position peaked at $264K in Q1 2026. 105 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

Perigon Wealth Management reported no remaining Sprott Gold Miners ETF position as of Q2 2026 after selling out during the quarter.
Perigon Wealth Management sold 3,500 Sprott Gold Miners ETF shares in Q2 2026, an estimated $264K.
Perigon Wealth Management first reported a position in Sprott Gold Miners ETF in Q3 2025 and held it in 3 quarters.
Perigon Wealth Management's Sprott Gold Miners ETF position peaked at $264K in Q1 2026.
105 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.