Sprott Gold Miners ETFSGDMETF
13F holders, Q1 2025 (March 31)78holders +2
12new positions
9sold out
$37.96avg. 13F price*
At the end of Q1 2025, 78 institutions reported holding Sprott Gold Miners ETF (SGDM) in their 13F filings, up 2 from Q4 2024. 12 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($8.5M), UBS Group AG ($8.3M) and Cetera Investment Advisers ($8.2M).
- Company
- Sprott Gold Miners ETF
- CUSIP
- 85210B102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $5.8M |
| Exits | 9 | $3.6M |
All 13F filers, Q4 2024 → Q1 2025: 229,911 shares bought and 244,312 shares sold, net −14,401 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| Morgan Stanley | 0.00% | Reduce -7.0% | 223,184 | $8.5M |
| UBS Group AG | 0.00% | Add +5.1% | 218,969 | $8.3M |
| Cetera Investment Advisers | 0.02% | Add +1.6% | 217,179 | $8.2M |
| Bank of America Corp. | 0.00% | Reduce -0.6% | 212,397 | $8.1M |
| Captrust Financial Advisors | 0.02% | Add +1.9% | 190,707 | $7.2M |
| Auxano Advisors, LLC | 1.04% | Reduce -2.1% | 103,364 | $3.9M |
| Riggs Asset Managment Co. Inc. | 1.01% | New | 93,606 | $3.6M |
| LPL Financial LLC | 0.00% | Add +3.9% | 93,378 | $3.5M |
| Raymond James Financial Inc. | 0.00% | Add +0.1% | 68,842 | $2.6M |
| Wells Fargo & Company | 0.00% | Add +0.8% | 52,151 | $2.0M |
| Thor Investment Management Inc. /Oh/ | 1.42% | Reduce -0.0% | 51,013 | $1.9M |
| HC Advisors, LLC | 1.37% | Add +0.7% | 48,140 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | Add +8.9% | 47,930 | $1.8M |
| CW Advisors, LLC | 0.02% | Reduce -3.1% | 43,247 | $1.6M |
| New Harbor Financial Group, LLC | 0.42% | Add +134.1% | 41,226 | $1.6M |
| Evergreen Capital Management LLC | 0.05% | Reduce -10.9% | 36,380 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +117.1% | 34,868 | $1.3M |
| Sprott Inc. | 0.07% | Reduce -66.6% | 32,170 | $1.2M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +13.0% | 31,761 | $1.2M |
| Pekin Hardy Strauss, Inc. | 0.15% | Reduce -13.8% | 31,548 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | No change | 29,370 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | New | 24,728 | $938K |
| Royal Bank of Canada | 0.00% | Reduce -5.5% | 23,808 | $904K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 22,187 | $842K |
| Ade, LLC | 0.46% | Reduce -4.5% | 21,003 | $797K |
| CWA Asset Management Group, LLC | 0.04% | No change | 20,700 | $785K |
| PFG Investments, LLC | 0.05% | Add +21.6% | 19,170 | $727K |
| Rossby Financial, LCC | 0.28% | Add +1.1% | 15,773 | $652K |
| Stratos Wealth Partners, LTD. | 0.01% | No change | 13,562 | $515K |
| Kovack Advisors, Inc. | 0.05% | Reduce -7.2% | 12,900 | $489K |
| MML Investors Services, LLC | 0.00% | Reduce -12.2% | 12,570 | $477K |
| Meridian Wealth Advisors, LLC | 0.06% | No change | 10,000 | $379K |
| Optimum Investment Advisors | 0.18% | Add +11.2% | 9,900 | $376K |
| Compound Planning, Inc. | 0.02% | New | 9,207 | $349K |
| Capital Wealth Alliance, LLC | 0.19% | Add +6.5% | 8,228 | $312K |
| Stifel Financial Corp. | 0.00% | No change | 8,055 | $306K |
| Barry Investment Advisors, LLC | 0.08% | No change | 7,985 | $303K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 7,834 | $297K |
| Satovsky Asset Management LLC | 0.06% | No change | 7,258 | $275K |
| Beirne Wealth Consulting Services, LLC | 0.09% | New | 7,000 | $266K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -47.2% | 6,148 | $233K |
| Private Advisor Group, LLC | 0.00% | New | 6,076 | $231K |
| Montis Financial, LLC | 0.07% | New | 6,000 | $228K |
| National Bank of Canada | 0.00% | No change | 5,390 | $204K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -53.0% | 4,700 | $178K |
| Hara Capital LLC | 0.10% | Reduce -36.0% | 3,950 | $150K |
| Comerica Bank | 0.00% | No change | 3,107 | $118K |
| Simplex Trading, LLC | 0.00% | New | 2,692 | $102K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,525 | $96K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 2,215 | $84K |
| Creekmur Asset Management LLC | 0.02% | Reduce -6.8% | 1,965 | $75K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 1,557 | $59K |
| Cwm, LLC | 0.00% | No change | 1,076 | $41K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,079 | $41K |
| FWL Investment Management, LLC | 0.01% | No change | 1,000 | $38K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.01% | No change | 848 | $32K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 460 | $17K |
| AdvisorNet Financial, Inc | 0.00% | No change | 360 | $14K |
| CoreCap Advisors, LLC | 0.00% | No change | 341 | $13K |
| ORG Partners LLC | 0.00% | Add +10.3% | 331 | $13K |
| MAI Capital Management | 0.00% | No change | 300 | $11K |
| Blue Trust, Inc. | 0.00% | No change | 300 | $11K |
| West Branch Capital LLC | 0.00% | No change | 266 | $10K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -91.3% | 250 | $9K |
| Gen-Wealth Partners Inc | 0.00% | No change | 200 | $8K |
| Parkside Financial Bank & Trust | 0.00% | No change | 186 | $7K |
| NFSG Corp | 0.00% | No change | 150 | $6K |
| Allworth Financial LP | 0.00% | No change | 115 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 119 | $5K |
| Kiker Wealth Management, LLC | 0.00% | New | 118 | $4K |
| FMR LLC | 0.00% | Add +850.0% | 114 | $4K |
| Costello Asset Management, INC | 0.00% | New | 100 | $4K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 100 | $4K |
| TCTC Holdings, LLC | 0.00% | No change | 40 | $2K |
| City State Bank | 0.00% | New | 33 | $1K |
| Broadwater Capital Management LLC | 0.00% | No change | 21 | $797 |
| Versant Capital Management, Inc | 0.00% | Reduce -37.5% | 5 | $190 |
| West Oak Capital, LLC | 0.00% | No change | 20 | $8 |
"% of holder's portfolio" is SGDM's weight in each manager's 13F, not the share of Sprott Gold Miners ETF the manager owns.