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

Summit 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
Q1 		$479K Buy
6,341
+44
+0.7% +$3.55K 0.01% 1012
2025
Q4 		$438K Sell
6,297
-3,611
-36% -$233K 0.01% 933
2025
Q3 		$614K Buy
+9,908
New +$504K 0.01% 825

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

Summit Financial's SGDM Position: Q1 2026 in Review

Summit Financial increased its Sprott Gold Miners ETF (SGDM) stake by 0.7% in Q1 2026, buying an estimated $3.55K and bringing the position to 6,341 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #1012.

Summit Financial first reported a position in SGDM in Q3 2025 and has held it in 3 quarters since. The position peaked at $614K in Q3 2025. 124 funds tracked by Wall St. Rank hold SGDM as of Q1 2026.

  • Summit Financial held 6,341 shares of Sprott Gold Miners ETF worth $479K as of Q1 2026.
  • Summit Financial bought 44 Sprott Gold Miners ETF shares in Q1 2026, an estimated $3.55K.
  • Sprott Gold Miners ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #1012 holding.
  • Summit Financial first reported a position in Sprott Gold Miners ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Sprott Gold Miners ETF position peaked at $614K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.