Wealthcare Advisory Partners’s Sprott Gold Miners ETF SGDM Stock Holding History

Wealthcare Advisory Partners’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	$472K	Sell	7,512 -12	-0.2%	-$875	0.01%	726
2026 Q1	$568K	Sell	7,524 -50	-0.7%	-$4.03K	0.01%	661
2025 Q4	$527K	Sell	7,574 -460	-6%	-$29.6K	0.01%	682
2025 Q3	$498K	Buy	8,034 +122	+2%	+$6.2K	0.01%	686
2025 Q2	$358K	Buy	7,912 +78	+1%	+$3.29K	0.01%	734
2025 Q1	$297K	Hold	7,834	–	–	0.01%	748
2024 Q4	$217K	Sell	7,834 -450	-5%	-$13.6K	0.01%	830
2024 Q3	$257K	Sell	8,284 -399	-5%	-$11.8K	0.01%	758
2024 Q2	$232K	Sell	8,683 -1,534	-15%	-$41.4K	0.01%	750
2024 Q1	$259K	Sell	10,217 -4,489	-31%	-$103K	0.01%	713
2023 Q4	$367K	Sell	14,706 -4,410	-23%	-$106K	0.01%	553
2023 Q3	$437K	Sell	19,116 -2,335	-11%	-$58.7K	0.02%	466
2023 Q2	$555K	Buy	21,451 +217	+1%	+$6.13K	0.02%	421
2023 Q1	$600K	Buy	21,234 +566	+3%	+$14.9K	0.03%	408
2022 Q4	$512K	Buy	20,668 +1,251	+6%	+$28.9K	0.02%	417
2022 Q3	$414K	Buy	19,417 +674	+4%	+$14.9K	0.02%	409
2022 Q2	$455K	Buy	+18,743	New	+$549K	0.03%	341
2021 Q2	–	Sell	-300	Closed	-$8K	–	1640
2021 Q1	$8K	Buy	+300	New	+$8.5K	﹤0.01%	1533

Other funds holding SGDM

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Wealthcare Advisory Partners's SGDM Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Sprott Gold Miners ETF (SGDM) stake by 0.16% in Q2 2026, selling an estimated $875 and leaving 7,512 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #726.

Wealthcare Advisory Partners first reported a position in SGDM in Q1 2021 and has held it in 18 quarters since. The position peaked at $600K in Q1 2023. 16 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

Wealthcare Advisory Partners held 7,512 shares of Sprott Gold Miners ETF worth $472K as of Q2 2026.
Wealthcare Advisory Partners sold 12 Sprott Gold Miners ETF shares in Q2 2026, an estimated $875.
Sprott Gold Miners ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #726 holding.
Wealthcare Advisory Partners first reported a position in Sprott Gold Miners ETF in Q1 2021 and has held it in 18 quarters since.
Wealthcare Advisory Partners's Sprott Gold Miners ETF position peaked at $600K in Q1 2023.
16 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.