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

Tradition 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
2024 Q1	–	Sell	-1,306	Closed	-$33K	–	1039
2023 Q4	$33K	Buy	1,306 +17	+1%	+$410	﹤0.01%	725
2023 Q3	$29K	Hold	1,289	–	–	﹤0.01%	747
2023 Q2	$33K	Hold	1,289	–	–	﹤0.01%	739
2023 Q1	$36K	Hold	1,289	–	–	﹤0.01%	703
2022 Q4	$32K	Buy	1,289 +18	+1%	+$415	﹤0.01%	643
2022 Q3	$27K	Hold	1,271	–	–	﹤0.01%	683
2022 Q2	$31K	Hold	1,271	–	–	﹤0.01%	565
2022 Q1	$42K	Hold	1,271	–	–	0.01%	552
2021 Q4	$35K	Buy	1,271 +17	+1%	+$462	﹤0.01%	616
2021 Q3	$31K	Hold	1,254	–	–	﹤0.01%	634
2021 Q2	$35K	Hold	1,254	–	–	0.01%	627
2021 Q1	$34K	Hold	1,254	–	–	0.01%	525
2020 Q4	$38K	Buy	+1,254	New	+$40K	0.01%	462

Other funds holding SGDM

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 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

Tradition Wealth Management's SGDM Position: Q1 2024 in Review

Tradition Wealth Management sold out of Sprott Gold Miners ETF (SGDM) in Q1 2024, closing a stake of 1,306 shares — an estimated $33K sold.

Tradition Wealth Management first reported a position in SGDM in Q4 2020 and held it in 13 quarters. The position peaked at $42K in Q1 2022. 63 funds tracked by Wall St. Rank hold SGDM as of Q1 2024.

Tradition Wealth Management reported no remaining Sprott Gold Miners ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,306 Sprott Gold Miners ETF shares in Q1 2024, an estimated $33K.
Tradition Wealth Management first reported a position in Sprott Gold Miners ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Sprott Gold Miners ETF position peaked at $42K in Q1 2022.
63 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.