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Sovereign Financial Group’s Sprott Gold Miners ETF SGDM Stock Holding History

Sovereign Financial Group’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 		– Sell
-3,875
Closed -$293K – 404
2026
Q1 		$293K Sell
3,875
-10,865
-74% -$876K 0.05% 284
2025
Q4 		$1.03M Sell
14,740
-265
-2% -$17.1K 0.18% 101
2025
Q3 		$930K Buy
+15,005
New +$763K 0.17% 113

Other funds holding SGDM

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sovereign Financial Group's SGDM Position: Q2 2026 in Review

Sovereign Financial Group sold out of Sprott Gold Miners ETF (SGDM) in Q2 2026, closing a stake of 3,875 shares — an estimated $293K sold.

Sovereign Financial Group first reported a position in SGDM in Q3 2025 and held it in 3 quarters. The position peaked at $1.03M in Q4 2025. 105 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

  • Sovereign Financial Group reported no remaining Sprott Gold Miners ETF position as of Q2 2026 after selling out during the quarter.
  • Sovereign Financial Group sold 3,875 Sprott Gold Miners ETF shares in Q2 2026, an estimated $293K.
  • Sovereign Financial Group first reported a position in Sprott Gold Miners ETF in Q3 2025 and held it in 3 quarters.
  • Sovereign Financial Group's Sprott Gold Miners ETF position peaked at $1.03M in Q4 2025.
  • 105 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.