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Disclosery

SGDM SPROTT ETF TRUST

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GOLD MINERS ETF (fund)

79 managers (79 13F filers) reported a position in SGDM shares at 2025-03-31, 2,217,555 shares in all. 12 filers opened a position and 9 filers sold out during the quarter.

Managers
79
13F filers
79
New
12
Added
17
Reduced
18
Sold out
9
Shares held by filers
2,217,555

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY223,184$8.47M<0.01%-16,82013F-HRTimelineGroup
UBS Group AGin group UBS Group AG218,969$8.31M<0.01%+10,69813F-HRTimelineGroup
Cetera Investment Advisers217,179$8.24M0.02%+3,37413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/212,397$8.06M<0.01%-1,22213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS190,707$7.24M0.02%+3,49113F-HRTimeline
Auxano Advisors, LLC103,364$3.92M1.04%-2,18913F-HRTimeline
Riggs Asset Managment Co. Inc.93,606$3.55M1.01%new13F-HRTimeline
LPL Financial LLC93,378$3.54M<0.01%+3,47113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC68,842$2.61M<0.01%+9913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN52,151$1.98M<0.01%+41613F-HRTimelineGroup
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV51,013$1.94M1.42%-413F-HRTimeline
HC Advisors, LLC48,140$1.83M1.37%+32513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC47,930$1.82M<0.01%+3,91113F-HRTimelineGroup
CW Advisors, LLC43,247$1.64M0.02%-1,37813F-HRTimeline
New Harbor Financial Group, LLC41,226$1.56M0.42%+23,61413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC36,380$1.38M0.05%-4,45013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,868$1.32M<0.01%+18,80513F-HRTimelineGroup
SPROTT INC.32,170$1.22M0.07%-64,10513F-HRTimeline
U.S. Capital Wealth Advisors, LLC31,761$1.21M0.04%+3,64513F-HRTimeline
Pekin Hardy Strauss, Inc.31,548$1.2M0.15%-5,06613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC29,370$1.11M<0.01%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.24,728$938K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA23,808$904K<0.01%-1,38513F-HR/ATimelineGroup
Federation des caisses Desjardins du Qu…22,187$842K<0.01%013F-HRTimeline
ADE, LLC21,003$797K0.46%-98613F-HRTimeline
CWA Asset Management Group, LLC20,700$785K0.04%013F-HRTimeline
PFG Investments, LLC19,170$727K0.05%+3,40013F-HRTimeline
Rossby Financial, LCC15,773$652K0.28%+17513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,562$515K0.01%013F-HRTimelineGroup
Kovack Advisors, Inc.12,900$489K0.05%-1,00013F-HRTimeline
MML INVESTORS SERVICES, LLC12,570$477K<0.01%-1,73913F-HRTimeline
Meridian Wealth Advisors, LLC10,000$379K0.06%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS9,900$376K0.18%+1,00013F-HRTimeline
Compound Planning, Inc.9,207$349K0.02%new13F-HRTimeline
Capital Wealth Alliance, LLC8,228$312K0.19%+50013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,055$306K<0.01%013F-HRTimelineGroup
Barry Investment Advisors, LLC7,985$303K0.08%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,834$297K0.01%013F-HRTimelineGroup
SATOVSKY ASSET MANAGEMENT LLC7,258$275K0.06%013F-HRTimeline
Beirne Wealth Consulting Services, LLC7,000$266K0.09%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,148$233K<0.01%-5,49513F-HRTimelineGroup
Private Advisor Group, LLC6,076$231K<0.01%new13F-HRTimeline
Montis Financial, LLC6,000$228K0.07%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,390$204K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.4,700$178K<0.01%-5,30013F-HRTimeline
Hara Capital LLC3,950$150K0.1%-2,22513F-HRTimeline
COMERICA BANK3,107$118K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC2,692$102K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.2,525$95.8K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…2,215$84K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC1,965$74.6K0.02%-14313F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…1,557$59.1K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,076$41K<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,079$40.9K<0.01%new13F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC1,000$37.9K0.01%013F-HRTimeline
Evelyn Partners Investment Management (…848$32.2K0.01%013F-HR/ATimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…460$17.5K0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc360$13.7K<0.01%013F-HRTimeline
CoreCap Advisors, LLC341$12.9K<0.01%013F-HRTimeline
ORG Partners LLC331$12.5K<0.01%+3113F-HRTimeline
MAI Capital Management300$11.4K<0.01%013F-HRTimeline
Blue Trust, Inc.300$11.4K<0.01%013F-HRTimeline
West Branch Capital LLC266$10.1K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.250$8.72K<0.01%-2,62713F-HRTimelineGroup
Gen-Wealth Partners Inc200$7.59K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust186$7.07K<0.01%013F-HRTimeline
NFSG Corp150$5.69K<0.01%013F-HRTimeline
Allworth Financial LP115$4.81K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…119$4.51K<0.01%013F-HRTimelineGroup
Kiker Wealth Management, LLC118$4.48K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC114$4.33K<0.01%+10213F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC100$3.79K<0.01%013F-HRTimeline
Costello Asset Management, INC100$3.79K<0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC40$1.52K<0.01%013F-HRTimelineGroup
City State Bank33$1.25K<0.01%new13F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC21$797<0.01%013F-HR/ATimeline
Versant Capital Management, Inc5$190<0.01%-313F-HRTimeline
West Oak Capital, LLC20$8<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.