UWPG
SAND

Ullmann Wealth Partners Group’s Sandstorm Gold SAND Stock Holding History

Ullmann Wealth Partners Group’s Portfolio SAND Stock Details SAND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-40,000
Closed -$501K – 152
2025
Q3 		$501K Hold
40,000
– – 0.05% 99
2025
Q2 		$376K Hold
40,000
– – 0.04% 109
2025
Q1 		$302K Hold
40,000
– – 0.04% 115
2024
Q4 		$223K Buy
+40,000
New +$232K 0.03% 124

Other funds holding SAND

QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return