Steward Partners Investment Advisory’s Sprott Gold Miners ETF SGDM Stock Holding History

Steward Partners Investment Advisory’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	–	Sell	-2,000	Closed	-$139K	–	4545
2025 Q4	$139K	Sell	2,000 -215	-10%	-$13.9K	﹤0.01%	2114
2025 Q3	$137K	Hold	2,215	–	–	﹤0.01%	2057
2025 Q2	$100K	Hold	2,215	–	–	﹤0.01%	2113
2025 Q1	$84K	Buy	+2,215	New	+$72.9K	﹤0.01%	2110
2021 Q2	–	Sell	-39	Closed	-$1.04K	–	7366
2021 Q1	$1.04K	Buy	+39	New	+$1.1K	﹤0.01%	3309

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

Steward Partners Investment Advisory's SGDM Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Sprott Gold Miners ETF (SGDM) in Q1 2026, closing a stake of 2,000 shares — an estimated $139K sold.

Steward Partners Investment Advisory first reported a position in SGDM in Q1 2021 and held it in 5 quarters. The position peaked at $139K in Q4 2025. 124 funds tracked by Wall St. Rank hold SGDM as of Q1 2026.

Steward Partners Investment Advisory reported no remaining Sprott Gold Miners ETF position as of Q1 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 2,000 Sprott Gold Miners ETF shares in Q1 2026, an estimated $139K.
Steward Partners Investment Advisory first reported a position in Sprott Gold Miners ETF in Q1 2021 and held it in 5 quarters.
Steward Partners Investment Advisory's Sprott Gold Miners ETF position peaked at $139K in Q4 2025.
124 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.