Stratos Wealth Partners’s Sprott Gold Miners ETF SGDM Stock Holding History

Stratos Wealth Partners’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	$697K	Sell	11,089 -150	-1%	-$10.9K	0.01%	1001
2026 Q1	$848K	Sell	11,239 -501	-4%	-$40.4K	0.01%	859
2025 Q4	$817K	Buy	11,740 +111	+1%	+$7.15K	0.01%	847
2025 Q3	$721K	Buy	11,629 +165	+1%	+$8.39K	0.01%	882
2025 Q2	$519K	Sell	11,464 -2,098	-15%	-$88.4K	0.01%	914
2025 Q1	$515K	Hold	13,562	–	–	0.01%	877
2024 Q4	$377K	Sell	13,562 -898	-6%	-$27.1K	0.01%	1045
2024 Q3	$448K	Sell	14,460 -1,080	-7%	-$32K	0.01%	974
2024 Q2	$414K	Sell	15,540 -8,455	-35%	-$228K	0.01%	972
2024 Q1	$608K	Sell	23,995 -966	-4%	-$22.2K	0.01%	822
2023 Q4	$624K	Sell	24,961 -268	-1%	-$6.47K	0.01%	788
2023 Q3	$577K	Buy	25,229 +7,666	+44%	+$193K	0.01%	774
2023 Q2	$454K	Buy	17,563 +4,003	+30%	+$113K	0.01%	802
2023 Q1	$383K	Buy	+13,560	New	+$356K	0.01%	782

Other funds holding SGDM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stratos Wealth Partners's SGDM Position: Q2 2026 in Review

Stratos Wealth Partners reduced its Sprott Gold Miners ETF (SGDM) stake by 1.3% in Q2 2026, selling an estimated $10.9K and leaving 11,089 shares worth $697K. The position accounts for 0.01% of the portfolio, ranked #1001.

Stratos Wealth Partners first reported a position in SGDM in Q1 2023 and has held it in 14 quarters since. The position peaked at $848K in Q1 2026. 105 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

Stratos Wealth Partners held 11,089 shares of Sprott Gold Miners ETF worth $697K as of Q2 2026.
Stratos Wealth Partners sold 150 Sprott Gold Miners ETF shares in Q2 2026, an estimated $10.9K.
Sprott Gold Miners ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1001 holding.
Stratos Wealth Partners first reported a position in Sprott Gold Miners ETF in Q1 2023 and has held it in 14 quarters since.
Stratos Wealth Partners's Sprott Gold Miners ETF position peaked at $848K in Q1 2026.
105 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.