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Stonehage Fleming Financial Services’s Sprott Gold Miners ETF SGDM Stock Holding History

Stonehage Fleming Financial Services’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 		$22.6K Sell
299
-1,993
-87% -$161K ﹤0.01% 200
2025
Q4 		$160K Hold
2,292
– – ﹤0.01% 150
2025
Q3 		$142K Hold
2,292
– – ﹤0.01% 150
2025
Q2 		$104K Buy
2,292
+735
+47% +$31K ﹤0.01% 158
2025
Q1 		$59.1K Hold
1,557
– – ﹤0.01% 149
2024
Q4 		$43.2K Hold
1,557
– – ﹤0.01% 186
2024
Q3 		$48.2K Hold
1,557
– – ﹤0.01% 173
2024
Q2 		$41.5K Buy
+1,557
New +$42K ﹤0.01% 179
2024
Q1 		– Sell
-644
Closed -$16.1K – 252
2023
Q4 		$16.1K Hold
644
– – ﹤0.01% 206
2023
Q3 		$14.7K Hold
644
– – ﹤0.01% 223
2023
Q2 		$16.7K Buy
+644
New +$18.2K ﹤0.01% 175

Other funds holding SGDM

UBS Group
UBS Group Zurich, Switzerland $564B 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 $57.2B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return