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VestGen Advisors’s Sprott Gold Miners ETF SGDM Stock Holding History

VestGen 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 		$1.06M Buy
13,246
+2,546
+24% +$205K 0.03% 444
2025
Q4 		$745K Hold
10,700
– – 0.03% 406
2025
Q3 		$663K Buy
+10,700
New +$544K 0.02% 432

Other funds holding SGDM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $904M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

VestGen Advisors's SGDM Position: Q1 2026 in Review

VestGen Advisors increased its Sprott Gold Miners ETF (SGDM) stake by 24% in Q1 2026, buying an estimated $205K and bringing the position to 13,246 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #444.

VestGen Advisors first reported a position in SGDM in Q3 2025 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold SGDM as of Q1 2026.

  • VestGen Advisors held 13,246 shares of Sprott Gold Miners ETF worth $1.06M as of Q1 2026.
  • VestGen Advisors bought 2,546 Sprott Gold Miners ETF shares in Q1 2026, an estimated $205K.
  • Sprott Gold Miners ETF made up 0.03% of VestGen Advisors's portfolio in Q1 2026, its #444 holding.
  • VestGen Advisors first reported a position in Sprott Gold Miners ETF in Q3 2025 and has held it in 3 quarters since.
  • 124 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.