United Capital Financial Advisors’s Sprott Gold Miners ETF SGDM Stock Holding History

United Capital Financial 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 Q2	$1.08M	Sell	17,029 -2	-0%	-$146	0.01%	777
2026 Q1	$1.29M	Sell	17,031 -4,762	-22%	-$384K	0.01%	675
2025 Q4	$1.52M	Buy	21,793 +167	+0.8%	+$10.8K	0.01%	610
2025 Q3	$1.34M	Buy	+21,626	New	+$1.1M	0.01%	565
2023 Q2	–	Sell	-43,914	Closed	-$1.24M	–	966
2023 Q1	$1.24M	Hold	43,914	–	–	0.01%	529
2022 Q4	$1.09M	Sell	43,914 -2,133	-5%	-$49.2K	0.01%	590
2022 Q3	$982K	Hold	46,047	–	–	0.01%	618
2022 Q2	$1.12M	Buy	46,047 +186	+0.4%	+$5.45K	0.01%	618
2022 Q1	$1.51M	Hold	45,861	–	–	0.01%	580
2021 Q4	$1.25M	Buy	45,861 +281	+0.6%	+$7.63K	0.01%	631
2021 Q3	$1.13M	Buy	45,580 +7,800	+21%	+$213K	0.01%	643
2021 Q2	$1.07M	Hold	37,780	–	–	0.01%	679
2021 Q1	$1.01M	Buy	37,780 +101	+0.3%	+$2.86K	0.01%	666
2020 Q4	$1.15M	Buy	37,679 +38	+0.1%	+$1.21K	0.01%	641
2020 Q3	$1.26M	Buy	37,641 +3,100	+9%	+$108K	0.01%	595
2020 Q2	$1.09M	Hold	34,541	–	–	0.01%	639
2020 Q1	$686K	Hold	34,541	–	–	0.01%	717
2019 Q4	$869K	Sell	34,541 -176	-0.5%	-$4.11K	0.01%	821
2019 Q3	$795K	Hold	34,717	–	–	0.01%	812
2019 Q2	$764K	Buy	+34,717	New	+$653K	0.01%	896

Other funds holding SGDM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

United Capital Financial Advisors's SGDM Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Sprott Gold Miners ETF (SGDM) stake by 0.01% in Q2 2026, selling an estimated $146 and leaving 17,029 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #777.

United Capital Financial Advisors first reported a position in SGDM in Q2 2019 and has held it in 20 quarters since. The position peaked at $1.52M in Q4 2025. 104 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

United Capital Financial Advisors held 17,029 shares of Sprott Gold Miners ETF worth $1.08M as of Q2 2026.
United Capital Financial Advisors sold 2 Sprott Gold Miners ETF shares in Q2 2026, an estimated $146.
Sprott Gold Miners ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #777 holding.
United Capital Financial Advisors first reported a position in Sprott Gold Miners ETF in Q2 2019 and has held it in 20 quarters since.
United Capital Financial Advisors's Sprott Gold Miners ETF position peaked at $1.52M in Q4 2025.
104 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.