U.S. Capital Wealth Advisors’s Sprott Gold Miners ETF SGDM Stock Holding History

U.S. Capital Wealth Advisors’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	$2.07M	Sell	27,415 -700	-2%	-$56.4K	0.05%	347
2025 Q4	$1.96M	Hold	28,115	–	–	0.05%	343
2025 Q3	$1.74M	Sell	28,115 -2,437	-8%	-$124K	0.05%	361
2025 Q2	$1.38M	Sell	30,552 -1,209	-4%	-$51K	0.04%	366
2025 Q1	$1.21M	Buy	31,761 +3,645	+13%	+$120K	0.04%	387
2024 Q4	$781K	Hold	28,116	–	–	0.02%	465
2024 Q3	$871K	Sell	28,116 -1,121	-4%	-$33.3K	0.03%	372
2024 Q2	$780K	Hold	29,237	–	–	0.03%	377
2024 Q1	$741K	Sell	29,237 -1,540	-5%	-$35.4K	0.03%	397
2023 Q4	$769K	Sell	30,777 -950	-3%	-$22.9K	0.03%	378
2023 Q3	$726K	Sell	31,727 -1,475	-4%	-$37.1K	0.03%	361
2023 Q2	$859K	Sell	33,202 -5,500	-14%	-$155K	0.04%	353
2023 Q1	$1.09M	Buy	38,702 +2,275	+6%	+$59.7K	0.05%	288
2022 Q4	$902K	Buy	36,427 +175	+0.5%	+$4.04K	0.04%	345
2022 Q3	$773K	Sell	36,252 -220	-0.6%	-$4.87K	0.04%	372
2022 Q2	$886K	Hold	36,472	–	–	0.04%	373
2022 Q1	$1.2M	Hold	36,472	–	–	0.04%	361
2021 Q4	$998K	Sell	36,472 -73	-0.2%	-$1.98K	0.04%	401
2021 Q3	$907K	Buy	+36,545	New	+$998K	0.04%	403

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

U.S. Capital Wealth Advisors's SGDM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Sprott Gold Miners ETF (SGDM) stake by 2.5% in Q1 2026, selling an estimated $56.4K and leaving 27,415 shares worth $2.07M. The position accounts for 0.05% of the portfolio, ranked #347.

U.S. Capital Wealth Advisors first reported a position in SGDM in Q3 2021 and has held it in 19 quarters since. 125 funds tracked by Wall St. Rank hold SGDM as of Q1 2026.

U.S. Capital Wealth Advisors held 27,415 shares of Sprott Gold Miners ETF worth $2.07M as of Q1 2026.
U.S. Capital Wealth Advisors sold 700 Sprott Gold Miners ETF shares in Q1 2026, an estimated $56.4K.
Sprott Gold Miners ETF made up 0.05% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #347 holding.
U.S. Capital Wealth Advisors first reported a position in Sprott Gold Miners ETF in Q3 2021 and has held it in 19 quarters since.
125 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.