Wealth Alliance Advisory Group’s Sprott Gold Miners ETF SGDM Stock Holding History

Wealth Alliance Advisory Group’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	$278K	Hold	4,425	–	–	0.04%	162
2026 Q1	$334K	Hold	4,425	–	–	0.05%	151
2025 Q4	$308K	Hold	4,425	–	–	0.05%	156
2025 Q3	$274K	Hold	4,425	–	–	0.05%	158
2025 Q2	$200K	Buy	+4,425	New	+$187K	0.04%	180

Other funds holding SGDM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealth Alliance Advisory Group's SGDM Position: Q2 2026 in Review

Wealth Alliance Advisory Group held its Sprott Gold Miners ETF (SGDM) position steady in Q2 2026 at 4,425 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #162.

Wealth Alliance Advisory Group first reported a position in SGDM in Q2 2025 and has held it in 5 quarters since. The position peaked at $334K in Q1 2026. 104 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

Wealth Alliance Advisory Group held 4,425 shares of Sprott Gold Miners ETF worth $278K as of Q2 2026.
Wealth Alliance Advisory Group left its Sprott Gold Miners ETF share count unchanged in Q2 2026.
Sprott Gold Miners ETF made up 0.04% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #162 holding.
Wealth Alliance Advisory Group first reported a position in Sprott Gold Miners ETF in Q2 2025 and has held it in 5 quarters since.
Wealth Alliance Advisory Group's Sprott Gold Miners ETF position peaked at $334K in Q1 2026.
104 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.