Satovsky Asset Management’s Sprott Gold Miners ETF SGDM Stock Holding History

Satovsky Asset 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	$446K	Hold	7,095	–	–	0.07%	40
2026 Q1	$536K	Hold	7,095	–	–	0.09%	33
2025 Q4	$494K	Buy	7,095 +70	+1%	+$4.51K	0.1%	30
2025 Q3	$436K	Hold	7,025	–	–	0.09%	31
2025 Q2	$318K	Sell	7,025 -233	-3%	-$9.82K	0.07%	41
2025 Q1	$275K	Hold	7,258	–	–	0.06%	43
2024 Q4	$201K	Buy	7,258 +70	+1%	+$2.12K	0.05%	52
2024 Q3	$223K	Buy	+7,188	New	+$213K	0.05%	50
2023 Q2	–	Sell	-8,031	Closed	-$227K	–	45
2023 Q1	$227K	Buy	+8,031	New	+$211K	0.08%	36
2022 Q2	–	Sell	-7,977	Closed	-$263K	–	40
2022 Q1	$263K	Hold	7,977	–	–	0.18%	28
2021 Q4	$218K	Buy	+7,977	New	+$217K	0.15%	31
2021 Q3	–	Sell	-8,167	Closed	-$231K	–	30
2021 Q2	$231K	Sell	8,167 -229	-3%	-$6.94K	0.18%	26
2021 Q1	$225K	Sell	8,396 -88	-1%	-$2.49K	0.2%	24
2020 Q4	$259K	Buy	+8,484	New	+$270K	0.24%	20

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

Satovsky Asset Management's SGDM Position: Q2 2026 in Review

Satovsky Asset Management held its Sprott Gold Miners ETF (SGDM) position steady in Q2 2026 at 7,095 shares worth $446K. The position accounts for 0.07% of the portfolio, ranked #40.

Satovsky Asset Management first reported a position in SGDM in Q4 2020 and has held it in 14 quarters since. The position peaked at $536K in Q1 2026. 105 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

Satovsky Asset Management held 7,095 shares of Sprott Gold Miners ETF worth $446K as of Q2 2026.
Satovsky Asset Management left its Sprott Gold Miners ETF share count unchanged in Q2 2026.
Sprott Gold Miners ETF made up 0.07% of Satovsky Asset Management's portfolio in Q2 2026, its #40 holding.
Satovsky Asset Management first reported a position in Sprott Gold Miners ETF in Q4 2020 and has held it in 14 quarters since.
Satovsky Asset Management's Sprott Gold Miners ETF position peaked at $536K in Q1 2026.
105 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on Satovsky Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.