Raymond James Financial’s Sprott Gold Miners ETF SGDM Stock Holding History

Raymond James Financial’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	$6.53M	Buy	103,800 +15,897	+18%	+$1.16M	﹤0.01%	2530
2026 Q1	$6.64M	Buy	87,903 +3,557	+4%	+$287K	﹤0.01%	2367
2025 Q4	$5.87M	Buy	84,346 +2,898	+4%	+$187K	﹤0.01%	2386
2025 Q3	$5.05M	Buy	81,448 +16,563	+26%	+$842K	﹤0.01%	2443
2025 Q2	$2.94M	Sell	64,885 -3,957	-6%	-$167K	﹤0.01%	2774
2025 Q1	$2.61M	Buy	68,842 +99	+0.1%	+$3.26K	﹤0.01%	2803
2024 Q4	$1.91M	Buy	+68,743	New	+$2.08M	﹤0.01%	3007

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial's SGDM Position: Q2 2026 in Review

Raymond James Financial increased its Sprott Gold Miners ETF (SGDM) stake by 18% in Q2 2026, buying an estimated $1.16M and bringing the position to 103,800 shares worth $6.53M. The position accounts for ﹤0.01% of the portfolio, ranked #2530.

Raymond James Financial first reported a position in SGDM in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.64M in Q1 2026. 104 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

Raymond James Financial held 103,800 shares of Sprott Gold Miners ETF worth $6.53M as of Q2 2026.
Raymond James Financial bought 15,897 Sprott Gold Miners ETF shares in Q2 2026, an estimated $1.16M.
Sprott Gold Miners ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2530 holding.
Raymond James Financial first reported a position in Sprott Gold Miners ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Sprott Gold Miners ETF position peaked at $6.64M in Q1 2026.
104 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.