Stifel Financial
SGDM icon

Stifel Financial’s Sprott Gold Miners ETF SGDM Stock Holding History

Stifel Financial’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 		$615K Sell
9,775
-72,822
-88% -$5.31M ﹤0.01% 2846
2026
Q1 		$6.24M Buy
82,597
+28,987
+54% +$2.34M 0.01% 1223
2025
Q4 		$3.73M Buy
53,610
+38,973
+266% +$2.51M ﹤0.01% 1505
2025
Q3 		$907K Buy
14,637
+559
+4% +$28.4K ﹤0.01% 2451
2025
Q2 		$637K Buy
14,078
+6,023
+75% +$254K ﹤0.01% 2617
2025
Q1 		$306K Hold
8,055
– – ﹤0.01% 2961
2024
Q4 		$224K Buy
8,055
+100
+1% +$3.02K ﹤0.01% 3114
2024
Q3 		$246K Buy
+7,955
New +$236K ﹤0.01% 3054
2023
Q2 		– Sell
-7,400
Closed -$209K – 3405
2023
Q1 		$209K Buy
+7,400
New +$194K ﹤0.01% 3031
2022
Q4 		– Sell
-51,010
Closed -$1.09M – 3372
2022
Q3 		$1.09M Sell
51,010
-4,578
-8% -$101K ﹤0.01% 1917
2022
Q2 		$1.35M Sell
55,588
-6,519
-10% -$191K ﹤0.01% 1782
2022
Q1 		$2.05M Buy
+62,107
New +$1.81M ﹤0.01% 1596
2018
Q3 		– Sell
-24,925
Closed -$481K – 2813
2018
Q2 		$481K Sell
24,925
-1,275
-5% -$25.1K ﹤0.01% 2047
2018
Q1 		$518K Sell
26,200
-950
-3% -$19.1K ﹤0.01% 1955
2017
Q4 		$559K Hold
27,150
– – ﹤0.01% 1853
2017
Q3 		$557K Sell
27,150
-150
-0.5% -$3.09K ﹤0.01% 1815
2017
Q2 		$534K Buy
27,300
+300
+1% +$6.05K ﹤0.01% 1831
2017
Q1 		$540K Sell
27,000
-1,400
-5% -$29.3K ﹤0.01% 1775
2016
Q4 		$538K Buy
28,400
+400
+1% +$8.06K ﹤0.01% 1736
2016
Q3 		$676K Buy
28,000
+1,200
+4% +$32.1K ﹤0.01% 1545
2016
Q2 		$696K Buy
26,800
+3,900
+17% +$87K ﹤0.01% 1563
2016
Q1 		$426K Buy
22,900
+5,830
+34% +$92.1K ﹤0.01% 1667
2015
Q4 		$217K Buy
+17,070
New +$232K ﹤0.01% 2072
2015
Q3 		– Sell
-52,575
Closed -$838K – 2350
2015
Q2 		$838K Sell
52,575
-16,775
-24% -$295K ﹤0.01% 1420
2015
Q1 		$1.16M Sell
69,350
-16,300
-19% -$309K 0.01% 1210
2014
Q4 		$1.5M Buy
+85,650
New +$1.57M 0.01% 1054

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

Stifel Financial's SGDM Position: Q2 2026 in Review

Stifel Financial reduced its Sprott Gold Miners ETF (SGDM) stake by 88% in Q2 2026, selling an estimated $5.31M and leaving 9,775 shares worth $615K. The position accounts for ﹤0.01% of the portfolio, ranked #2846.

Stifel Financial first reported a position in SGDM in Q4 2014 and has held it in 26 quarters since. The position peaked at $6.24M in Q1 2026. 104 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

  • Stifel Financial held 9,775 shares of Sprott Gold Miners ETF worth $615K as of Q2 2026.
  • Stifel Financial sold 72,822 Sprott Gold Miners ETF shares in Q2 2026, an estimated $5.31M.
  • Sprott Gold Miners ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2846 holding.
  • Stifel Financial first reported a position in Sprott Gold Miners ETF in Q4 2014 and has held it in 26 quarters since.
  • Stifel Financial's Sprott Gold Miners ETF position peaked at $6.24M in Q1 2026.
  • 104 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.