Total Clarity Wealth Management’s Sprott Gold Miners ETF SGDM Stock Holding History

Total Clarity Wealth 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
2021 Q4	–	Sell	-1,000	Closed	-$25K	–	1055
2021 Q3	$25K	Buy	+1,000	New	+$27.3K	0.01%	523
2021 Q2	–	Sell	-1,000	Closed	-$27K	–	638
2021 Q1	$27K	Buy	+1,000	New	+$28.3K	0.02%	421
2020 Q1	–	Sell	-1,000	Closed	-$25K	–	520
2019 Q4	$25K	Buy	+1,000	New	+$23.4K	0.02%	362

Other funds holding SGDM

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

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

LWAC

Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Total Clarity Wealth Management's SGDM Position: Q4 2021 in Review

Total Clarity Wealth Management sold out of Sprott Gold Miners ETF (SGDM) in Q4 2021, closing a stake of 1,000 shares — an estimated $25K sold.

Total Clarity Wealth Management first reported a position in SGDM in Q4 2019 and held it in 3 quarters. The position peaked at $27K in Q1 2021. 51 funds tracked by Wall St. Rank hold SGDM as of Q4 2021.

Total Clarity Wealth Management reported no remaining Sprott Gold Miners ETF position as of Q4 2021 after selling out during the quarter.
Total Clarity Wealth Management sold 1,000 Sprott Gold Miners ETF shares in Q4 2021, an estimated $25K.
Total Clarity Wealth Management first reported a position in Sprott Gold Miners ETF in Q4 2019 and held it in 3 quarters.
Total Clarity Wealth Management's Sprott Gold Miners ETF position peaked at $27K in Q1 2021.
51 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q4 2021.

Based on Total Clarity Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.