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Sunbelt Securities’s Sprott Gold Miners ETF SGDM Stock Holding History

Sunbelt Securities’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 		$311K Sell
4,114
-120
-3% -$9.67K 0.02% 520
2025
Q4 		$295K Sell
4,234
-528
-11% -$34K 0.02% 538
2025
Q3 		$295K Buy
4,762
+2,237
+89% +$114K 0.02% 530
2025
Q2 		$70.1K Hold
2,525
– – 0.01% 860
2025
Q1 		$95.8K Hold
2,525
– – 0.01% 743
2024
Q4 		$69.5K Buy
2,525
+25
+1% +$755 0.01% 862
2024
Q3 		$77.5K Hold
2,500
– – 0.01% 831
2024
Q2 		$66.7K Buy
+2,500
New +$67.4K 0.01% 838

Other funds holding SGDM

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $948M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Sunbelt Securities's SGDM Position: Q1 2026 in Review

Sunbelt Securities reduced its Sprott Gold Miners ETF (SGDM) stake by 2.8% in Q1 2026, selling an estimated $9.67K and leaving 4,114 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #520.

Sunbelt Securities first reported a position in SGDM in Q2 2024 and has held it in 8 quarters since. 125 funds tracked by Wall St. Rank hold SGDM as of Q1 2026.

  • Sunbelt Securities held 4,114 shares of Sprott Gold Miners ETF worth $311K as of Q1 2026.
  • Sunbelt Securities sold 120 Sprott Gold Miners ETF shares in Q1 2026, an estimated $9.67K.
  • Sprott Gold Miners ETF made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #520 holding.
  • Sunbelt Securities first reported a position in Sprott Gold Miners ETF in Q2 2024 and has held it in 8 quarters since.
  • 125 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.