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WR Wealth Planners’s Sprott Gold Miners ETF SGDM Stock Holding History

WR Wealth Planners’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
2024
Q2 		– Sell
-547
Closed -$13.9K – 1209
2024
Q1 		$13.9K Buy
+547
New +$12.6K ﹤0.01% 527
2023
Q4 		– Sell
-547
Closed -$12.5K – 736
2023
Q3 		$12.5K Hold
547
– – ﹤0.01% 504
2023
Q2 		$14.2K Hold
547
– – 0.01% 487
2023
Q1 		$15.4K Buy
+547
New +$14.4K 0.01% 462

Other funds holding SGDM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AA
Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WR Wealth Planners's SGDM Position: Q2 2024 in Review

WR Wealth Planners sold out of Sprott Gold Miners ETF (SGDM) in Q2 2024, closing a stake of 547 shares — an estimated $13.9K sold.

WR Wealth Planners first reported a position in SGDM in Q1 2023 and held it in 4 quarters. The position peaked at $15.4K in Q1 2023. 68 funds tracked by Wall St. Rank hold SGDM as of Q2 2024.

  • WR Wealth Planners reported no remaining Sprott Gold Miners ETF position as of Q2 2024 after selling out during the quarter.
  • WR Wealth Planners sold 547 Sprott Gold Miners ETF shares in Q2 2024, an estimated $13.9K.
  • WR Wealth Planners first reported a position in Sprott Gold Miners ETF in Q1 2023 and held it in 4 quarters.
  • WR Wealth Planners's Sprott Gold Miners ETF position peaked at $15.4K in Q1 2023.
  • 68 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.