West Branch Capital’s Sprott Gold Miners ETF SGDM Stock Holding History

West Branch Capital’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	$10.5K	Hold	168	–	–	﹤0.01%	230
2026 Q1	$12.7K	Hold	168	–	–	﹤0.01%	214
2025 Q4	$11.7K	Sell	168 -98	-37%	-$6.31K	﹤0.01%	250
2025 Q3	$16.5K	Hold	266	–	–	﹤0.01%	221
2025 Q2	$12K	Hold	266	–	–	﹤0.01%	250
2025 Q1	$10.1K	Hold	266	–	–	﹤0.01%	282
2024 Q4	$7.38K	Buy	266 +3	+1%	+$91	﹤0.01%	301
2024 Q3	$8.16K	Hold	263	–	–	﹤0.01%	290
2024 Q2	$7.03K	Hold	263	–	–	﹤0.01%	302
2024 Q1	$6.67K	Hold	263	–	–	﹤0.01%	306
2023 Q4	$6.58K	Buy	263 +3	+1%	+$72	﹤0.01%	311
2023 Q3	$5.94K	Hold	260	–	–	﹤0.01%	321
2023 Q2	$6.72K	Hold	260	–	–	﹤0.01%	316
2023 Q1	$7.34K	Hold	260	–	–	﹤0.01%	312
2022 Q4	$6.43K	Buy	260 +4	+2%	+$92	﹤0.01%	319
2022 Q3	$5K	Hold	256	–	–	﹤0.01%	352
2022 Q2	$6K	Hold	256	–	–	﹤0.01%	325
2022 Q1	$8K	Hold	256	–	–	﹤0.01%	320
2021 Q4	$7K	Buy	256 +3	+1%	+$81	﹤0.01%	357
2021 Q3	$6K	Hold	253	–	–	﹤0.01%	347
2021 Q2	$7K	Buy	+253	New	+$7.67K	﹤0.01%	350

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

West Branch Capital's SGDM Position: Q2 2026 in Review

West Branch Capital held its Sprott Gold Miners ETF (SGDM) position steady in Q2 2026 at 168 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

West Branch Capital first reported a position in SGDM in Q2 2021 and has held it in 21 quarters since. The position peaked at $16.5K in Q3 2025. 105 funds tracked by Wall St. Rank hold SGDM as of Q2 2026.

West Branch Capital held 168 shares of Sprott Gold Miners ETF worth $10.5K as of Q2 2026.
West Branch Capital left its Sprott Gold Miners ETF share count unchanged in Q2 2026.
Sprott Gold Miners ETF made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #230 holding.
West Branch Capital first reported a position in Sprott Gold Miners ETF in Q2 2021 and has held it in 21 quarters since.
West Branch Capital's Sprott Gold Miners ETF position peaked at $16.5K in Q3 2025.
105 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.