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

West Oak 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
2025 Q3	$12	Hold	20	–	–	﹤0.01%	251
2025 Q2	$9	Hold	20	–	–	﹤0.01%	277
2025 Q1	$8	Hold	20	–	–	﹤0.01%	280
2024 Q4	$6K	Hold	20	–	–	﹤0.01%	289
2024 Q3	$6	Hold	20	–	–	﹤0.01%	290
2024 Q2	$529	Hold	20	–	–	﹤0.01%	307
2024 Q1	$1K	Hold	20	–	–	﹤0.01%	293
2023 Q4	$0	Hold	20	–	–	﹤0.01%	316
2023 Q3	$0	Hold	20	–	–	﹤0.01%	309
2023 Q2	$507	Sell	20 -19,572	-100%	-$552K	﹤0.01%	305
2023 Q1	$553	Buy	19,592 +19,573	+103,016%	+$514K	﹤0.01%	305
2022 Q4	$0	Hold	19	–	–	﹤0.01%	323
2022 Q3	$0	Hold	19	–	–	﹤0.01%	332
2022 Q2	$0	Hold	19	–	–	﹤0.01%	362
2022 Q1	$1K	Hold	19	–	–	﹤0.01%	346
2021 Q4	$1K	Hold	19	–	–	﹤0.01%	348
2021 Q3	$0	Hold	19	–	–	﹤0.01%	383
2021 Q2	$1K	Hold	19	–	–	﹤0.01%	346
2021 Q1	$1K	Hold	19	–	–	﹤0.01%	331
2020 Q4	$1K	Hold	19	–	–	﹤0.01%	309
2020 Q3	$1K	Buy	+19	New	+$665	﹤0.01%	289

Other funds holding SGDM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return

RAM

Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

West Oak Capital's SGDM Position: Q3 2025 in Review

West Oak Capital held its Sprott Gold Miners ETF (SGDM) position steady in Q3 2025 at 20 shares worth $12. The position accounts for ﹤0.01% of the portfolio, ranked #251.

West Oak Capital first reported a position in SGDM in Q3 2020 and has held it in 21 quarters since. The position peaked at $6K in Q4 2024. 109 funds tracked by Wall St. Rank hold SGDM as of Q3 2025.

West Oak Capital held 20 shares of Sprott Gold Miners ETF worth $12 as of Q3 2025.
West Oak Capital left its Sprott Gold Miners ETF share count unchanged in Q3 2025.
Sprott Gold Miners ETF made up ﹤0.01% of West Oak Capital's portfolio in Q3 2025, its #251 holding.
West Oak Capital first reported a position in Sprott Gold Miners ETF in Q3 2020 and has held it in 21 quarters since.
West Oak Capital's Sprott Gold Miners ETF position peaked at $6K in Q4 2024.
109 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.