PFG Investments’s Sprott Gold Miners ETF SGDM Stock Holding History

PFG Investments’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	$1.03M	Sell	16,390 -846	-5%	-$61.7K	0.04%	386
2026 Q1	$1.3M	Sell	17,236 -611	-3%	-$49.2K	0.06%	292
2025 Q4	$1.24M	Sell	17,847 -1,108	-6%	-$71.4K	0.06%	285
2025 Q3	$1.18M	Sell	18,955 -470	-2%	-$23.9K	0.06%	289
2025 Q2	$879K	Buy	19,425 +255	+1%	+$10.7K	0.05%	340
2025 Q1	$727K	Buy	19,170 +3,400	+22%	+$112K	0.05%	377
2024 Q4	$438K	Buy	15,770 +2	+0%	+$60	0.03%	550
2024 Q3	$488K	Sell	15,768 -1,013	-6%	-$30.1K	0.03%	510
2024 Q2	$448K	Hold	16,781	–	–	0.03%	491
2024 Q1	$425K	Buy	16,781 +6,058	+56%	+$139K	0.03%	595
2023 Q4	$268K	Sell	10,723 -9	-0.1%	-$217	0.05%	378
2023 Q3	$245K	Sell	10,732 -133	-1%	-$3.34K	0.05%	411
2023 Q2	$281K	Buy	10,865 +700	+7%	+$19.8K	0.05%	381
2023 Q1	$287K	Buy	+10,165	New	+$267K	0.06%	353

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

PFG Investments's SGDM Position: Q2 2026 in Review

PFG Investments reduced its Sprott Gold Miners ETF (SGDM) stake by 4.9% in Q2 2026, selling an estimated $61.7K and leaving 16,390 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #386.

PFG Investments first reported a position in SGDM in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.3M in Q1 2026. 104 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

PFG Investments held 16,390 shares of Sprott Gold Miners ETF worth $1.03M as of Q2 2026.
PFG Investments sold 846 Sprott Gold Miners ETF shares in Q2 2026, an estimated $61.7K.
Sprott Gold Miners ETF made up 0.04% of PFG Investments's portfolio in Q2 2026, its #386 holding.
PFG Investments first reported a position in Sprott Gold Miners ETF in Q1 2023 and has held it in 14 quarters since.
PFG Investments's Sprott Gold Miners ETF position peaked at $1.3M in Q1 2026.
104 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.