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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
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
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

Stratos Wealth Partners's SGDM Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Sprott Gold Miners ETF (SGDM) stake by 4.3% in Q1 2026, selling an estimated $40.4K and leaving 11,239 shares worth $848K. The position accounts for 0.01% of the portfolio, ranked #859.

Stratos Wealth Partners first reported a position in SGDM in Q1 2023 and has held it in 13 quarters since. 124 funds tracked by Wall St. Rank hold SGDM as of Q1 2026.

  • Stratos Wealth Partners held 11,239 shares of Sprott Gold Miners ETF worth $848K as of Q1 2026.
  • Stratos Wealth Partners sold 501 Sprott Gold Miners ETF shares in Q1 2026, an estimated $40.4K.
  • Sprott Gold Miners ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #859 holding.
  • Stratos Wealth Partners first reported a position in Sprott Gold Miners ETF in Q1 2023 and has held it in 13 quarters since.
  • 124 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.