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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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