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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
Q2 		$888K Buy
14,129
+883
+7% +$64.4K 0.03% 489
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 $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

VestGen Advisors's SGDM Position: Q2 2026 in Review

VestGen Advisors increased its Sprott Gold Miners ETF (SGDM) stake by 6.7% in Q2 2026, buying an estimated $64.4K and bringing the position to 14,129 shares worth $888K. The position accounts for 0.03% of the portfolio, ranked #489.

VestGen Advisors first reported a position in SGDM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.06M in Q1 2026. 105 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

  • VestGen Advisors held 14,129 shares of Sprott Gold Miners ETF worth $888K as of Q2 2026.
  • VestGen Advisors bought 883 Sprott Gold Miners ETF shares in Q2 2026, an estimated $64.4K.
  • Sprott Gold Miners ETF made up 0.03% of VestGen Advisors's portfolio in Q2 2026, its #489 holding.
  • VestGen Advisors first reported a position in Sprott Gold Miners ETF in Q3 2025 and has held it in 4 quarters since.
  • VestGen Advisors's Sprott Gold Miners ETF position peaked at $1.06M in Q1 2026.
  • 105 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.