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

Waverly 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 		$274K Buy
+3,634
New +$293K ﹤0.01% 1342
2025
Q4 		– Sell
-3,966
Closed -$246K – 1521
2025
Q3 		$246K Buy
+3,966
New +$202K ﹤0.01% 1117

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

Waverly Advisors's SGDM Position: Q1 2026 in Review

Waverly Advisors opened a new position in Sprott Gold Miners ETF (SGDM) in Q1 2026: 3,634 shares worth $274K. The stake represents ﹤0.01% of the portfolio and ranks #1342 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in SGDM as recently as Q3 2025.

Waverly Advisors first reported a position in SGDM in Q3 2025 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold SGDM as of Q1 2026.

  • Waverly Advisors held 3,634 shares of Sprott Gold Miners ETF worth $274K as of Q1 2026.
  • Sprott Gold Miners ETF was a new Waverly Advisors position in Q1 2026.
  • Sprott Gold Miners ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1342 holding.
  • Waverly Advisors first reported a position in Sprott Gold Miners ETF in Q3 2025 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.