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 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 $666B AUM 30.12% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $904M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Satovsky Asset Management's SGDM Position: Q1 2026 in Review

Satovsky Asset Management held its Sprott Gold Miners ETF (SGDM) position steady in Q1 2026 at 7,095 shares worth $536K. The position accounts for 0.09% of the portfolio, ranked #33.

Satovsky Asset Management first reported a position in SGDM in Q4 2020 and has held it in 13 quarters since. 124 funds tracked by Wall St. Rank hold SGDM as of Q1 2026.

Satovsky Asset Management held 7,095 shares of Sprott Gold Miners ETF worth $536K as of Q1 2026.
Satovsky Asset Management left its Sprott Gold Miners ETF share count unchanged in Q1 2026.
Sprott Gold Miners ETF made up 0.09% of Satovsky Asset Management's portfolio in Q1 2026, its #33 holding.
Satovsky Asset Management first reported a position in Sprott Gold Miners ETF in Q4 2020 and has held it in 13 quarters since.
124 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2026.

Based on Satovsky Asset Management's 13F filing for Q1 2026, filed 14 May 2026.