Synergy Investment Management’s Sprott Gold Miners ETF SGDM Stock Holding History

Synergy Investment Management’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	$73.8K	Buy	+977	New	+$78.7K	0.02%	235

Other funds holding SGDM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $904M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Synergy Investment Management's SGDM Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Sprott Gold Miners ETF (SGDM) in Q1 2026: 977 shares worth $73.8K. The stake represents 0.02% of the portfolio and ranks #235 among its holdings.

124 funds tracked by Wall St. Rank hold SGDM as of Q1 2026.

Synergy Investment Management held 977 shares of Sprott Gold Miners ETF worth $73.8K as of Q1 2026.
Sprott Gold Miners ETF was a new Synergy Investment Management position in Q1 2026.
Sprott Gold Miners ETF made up 0.02% of Synergy Investment Management's portfolio in Q1 2026, its #235 holding.
124 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.