WA
SGDM icon

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
Q2 		$214K Sell
3,406
-228
-6% -$16.6K ﹤0.01% 1599
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 $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

Waverly Advisors's SGDM Position: Q2 2026 in Review

Waverly Advisors reduced its Sprott Gold Miners ETF (SGDM) stake by 6.3% in Q2 2026, selling an estimated $16.6K and leaving 3,406 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

Waverly Advisors first reported a position in SGDM in Q3 2025 and has held it in 3 quarters since. The position peaked at $274K in Q1 2026. 106 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

  • Waverly Advisors held 3,406 shares of Sprott Gold Miners ETF worth $214K as of Q2 2026.
  • Waverly Advisors sold 228 Sprott Gold Miners ETF shares in Q2 2026, an estimated $16.6K.
  • Sprott Gold Miners ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1599 holding.
  • Waverly Advisors first reported a position in Sprott Gold Miners ETF in Q3 2025 and has held it in 3 quarters since.
  • Waverly Advisors's Sprott Gold Miners ETF position peaked at $274K in Q1 2026.
  • 106 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.