RFP
SGDM icon

Root Financial Partners’s Sprott Gold Miners ETF SGDM Stock Holding History

Root Financial Partners’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
2025
Q4 		– Sell
-29
Closed -$1.8K – 2516
2025
Q3 		$1.8K Buy
+29
New +$1.47K ﹤0.01% 1972

Other funds holding SGDM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $904M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Root Financial Partners's SGDM Position: Q4 2025 in Review

Root Financial Partners sold out of Sprott Gold Miners ETF (SGDM) in Q4 2025, closing a stake of 29 shares — an estimated $1.8K sold.

Root Financial Partners first reported a position in SGDM in Q3 2025 and held it in 1 quarter. The position peaked at $1.8K in Q3 2025. 114 funds tracked by Wall St. Rank hold SGDM as of Q4 2025.

  • Root Financial Partners reported no remaining Sprott Gold Miners ETF position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 29 Sprott Gold Miners ETF shares in Q4 2025, an estimated $1.8K.
  • Root Financial Partners first reported a position in Sprott Gold Miners ETF in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's Sprott Gold Miners ETF position peaked at $1.8K in Q3 2025.
  • 114 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.