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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
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 $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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sovereign Financial Group's SGDM Position: Q1 2026 in Review

Sovereign Financial Group reduced its Sprott Gold Miners ETF (SGDM) stake by 74% in Q1 2026, selling an estimated $876K and leaving 3,875 shares worth $293K. The position accounts for 0.05% of the portfolio, ranked #284.

Sovereign Financial Group first reported a position in SGDM in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.03M in Q4 2025. 124 funds tracked by Wall St. Rank hold SGDM as of Q1 2026.

  • Sovereign Financial Group held 3,875 shares of Sprott Gold Miners ETF worth $293K as of Q1 2026.
  • Sovereign Financial Group sold 10,865 Sprott Gold Miners ETF shares in Q1 2026, an estimated $876K.
  • Sprott Gold Miners ETF made up 0.05% of Sovereign Financial Group's portfolio in Q1 2026, its #284 holding.
  • Sovereign Financial Group first reported a position in Sprott Gold Miners ETF in Q3 2025 and has held it in 3 quarters since.
  • Sovereign Financial Group's Sprott Gold Miners ETF position peaked at $1.03M in Q4 2025.
  • 124 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.