WealthPLAN Partners’s Sprott Gold Miners ETF SGDM Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-144	Closed	-$3.73K	–	1012
2023 Q2	$3.73K	Hold	144	–	–	﹤0.01%	963
2023 Q1	$4.07K	Buy	+144	New	+$3.78K	﹤0.01%	1034
2016 Q3	–	Sell	-8,300	Closed	-$215K	–	1063
2016 Q2	$215K	Buy	+8,300	New	+$185K	0.03%	358
2015 Q4	$106K	Buy	+8,300	New	+$113K	0.02%	398

Other funds holding SGDM

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Auxano Advisors Bellevue, Washington $528M AUM 23.67% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

WealthPLAN Partners's SGDM Position: Q3 2023 in Review

WealthPLAN Partners sold out of Sprott Gold Miners ETF (SGDM) in Q3 2023, closing a stake of 144 shares — an estimated $3.73K sold.

WealthPLAN Partners first reported a position in SGDM in Q4 2015 and held it in 4 quarters. The position peaked at $215K in Q2 2016. 56 funds tracked by Wall St. Rank hold SGDM as of Q3 2023.

WealthPLAN Partners reported no remaining Sprott Gold Miners ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 144 Sprott Gold Miners ETF shares in Q3 2023, an estimated $3.73K.
WealthPLAN Partners first reported a position in Sprott Gold Miners ETF in Q4 2015 and held it in 4 quarters.
WealthPLAN Partners's Sprott Gold Miners ETF position peaked at $215K in Q2 2016.
56 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.