SPROTT GOLD MINERS ETF (SGDM) Institutional Shareholders
SPROTT GOLD MINERS ETF (SGDM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $196.81M in SGDM holdings during the latest filing period.
Ubs Group Ag is currently the largest disclosed institutional shareholder of SGDM tracked by InsiderSet, reporting ownership valued at approximately $24.46M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $20.89M, representing an estimated loss of -14.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed SGDM value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Asset One Wealth Management Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in SPROTT GOLD MINERS ETF (SGDM).
This page ranks the largest institutional SGDM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
122
Total Reported Value
$196.81M
Largest Holder
Ubs Group Ag
Largest Position
$24.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
133
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.00% | 324,063 | $24,463,516 | $20,885,860 | -$3,577,656 | -14.62% | |
| Asset One Wealth Management Llc | 2.00% | 235,822 | $18,042,741 | $15,198,728 | -$2,844,013 | -15.76% | |
| Morgan Stanley | 0.00% | 216,921 | $16,375,396 | $13,980,558 | -$2,394,838 | -14.62% | |
| Captrust Financial Advisors | 0.02% | 188,455 | $14,226,443 | $12,145,925 | -$2,080,518 | -14.62% | |
| Lpl Financial Llc | 0.00% | 113,822 | $8,592,450 | $7,335,828 | -$1,256,622 | -14.62% | |
| Bank Of America Corp | 0.00% | 109,727 | $8,283,318 | $7,071,905 | -$1,211,413 | -14.62% | |
| Raymond James Financial Inc | 0.00% | 87,903 | $6,635,754 | $5,665,348 | -$970,406 | -14.62% | |
| Royal Bank Of Canada | 0.00% | 85,326 | $6,441,000 | $5,499,261 | -$941,739 | -14.62% | |
| Wells Fargo & Company/Mn | 0.00% | 83,426 | $6,297,791 | $5,376,806 | -$920,985 | -14.62% | |
| Stifel Financial Corp | 0.01% | 82,597 | $6,235,213 | $5,323,377 | -$911,836 | -14.62% | |
| Osaic Holdings, Inc. | 0.01% | 70,178 | $5,299,583 | $4,522,972 | -$776,611 | -14.65% | |
| Cetera Investment Advisers | 0.01% | 63,969 | $4,829,048 | $4,122,802 | -$706,246 | -14.62% | |
| Sprott Inc. | 0.13% | 63,638 | $4,000,921 | $4,101,469 | +$100,548 | +2.51% | |
| Riggs Asset Managment Co. Inc. | 0.58% | 51,656 | $3,247,613 | $3,329,229 | +$81,616 | +2.51% | |
| Auxano Advisors, Llc | 0.64% | 42,460 | $3,205,321 | $2,736,547 | -$468,774 | -14.62% | |
| Hc Advisors, Llc | 2.10% | 41,603 | $3,140,678 | $2,681,313 | -$459,365 | -14.63% | |
| D.A. Davidson & Co. | 0.02% | 47,275 | $2,972,179 | $3,046,874 | +$74,695 | +2.51% | |
| Citadel Advisors Llc | 0.00% | 38,912 | $2,937,467 | $2,507,878 | -$429,589 | -14.62% | |
| Jane Street Group, Llc | 0.00% | 33,435 | $2,524,008 | $2,154,886 | -$369,122 | -14.62% | |
| Mml Investors Services, Llc | 0.01% | 30,638 | $2,312,866 | $1,974,619 | -$338,247 | -14.62% | |
| Ameriprise Financial Inc | 0.00% | 30,457 | $2,299,199 | $1,962,954 | -$336,245 | -14.62% | |
| Pekin Hardy Strauss, Inc. | 0.24% | 30,292 | $2,286,743 | $1,952,319 | -$334,424 | -14.62% | |
| Evergreen Capital Management Llc | 0.04% | 36,010 | $2,263,949 | $2,320,845 | +$56,896 | +2.51% | |
| U.S. Capital Wealth Advisors, Llc | 0.05% | 27,415 | $2,069,566 | $1,766,897 | -$302,669 | -14.62% | |
| Kestra Advisory Services, Llc | 0.01% | 32,490 | $2,042,661 | $2,093,981 | +$51,320 | +2.51% | |
| Baird Financial Group, Inc. | 0.00% | 25,610 | $1,933,299 | $1,650,565 | -$282,735 | -14.62% | |
| New Harbor Financial Group, Llc | 0.30% | 30,181 | $1,897,500 | $1,945,165 | +$47,665 | +2.51% | |
| Commonwealth Equity Services, Llc | 0.00% | 27,306 | $1,716,760 | $1,759,872 | +$43,112 | +2.51% | |
| Federation Des Caisses Desjardins Du Quebec | 0.01% | 22,505 | $1,698,902 | $1,450,447 | -$248,455 | -14.62% | |
| Ade, Llc | 0.71% | 19,555 | $1,476,190 | $1,260,320 | -$215,870 | -14.62% | |
| Beacon Pointe Advisors, Llc | 0.01% | 19,138 | $1,444,740 | $1,233,444 | -$211,296 | -14.63% | |
| United Capital Financial Advisors, Llc | 0.01% | 17,031 | $1,289,615 | $1,097,648 | -$191,967 | -14.89% | |
| Rossby Financial, Lcc | 0.24% | 14,783 | $1,169,635 | $952,764 | -$216,871 | -18.54% | |
| Vestgen Advisors, Llc | 0.03% | 13,246 | $1,058,355 | $853,705 | -$204,650 | -19.34% | |
| Bayshore Capital Advisors, Llc | 0.48% | 16,400 | $1,031,068 | $1,056,980 | +$25,912 | +2.51% | |
| Pfg Investments, Llc | 0.04% | 16,390 | $1,030,418 | $1,056,336 | +$25,918 | +2.52% | |
| 180 Wealth Advisors, Llc | 0.10% | 15,316 | $962,889 | $987,116 | +$24,227 | +2.52% | |
| Cwa Asset Management Group, Llc | 0.03% | 13,500 | $848,745 | $870,075 | +$21,330 | +2.51% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 11,239 | $848,475 | $724,354 | -$124,121 | -14.63% | |
| Meridian Wealth Advisors, Llc | 0.10% | 10,000 | $754,900 | $644,500 | -$110,400 | -14.62% | |
| Kovack Advisors, Inc. | 0.04% | 11,780 | $746,317 | $759,221 | +$12,904 | +1.73% | |
| Barometer Capital Management Inc. | 0.22% | 8,700 | $656,763 | $560,715 | -$96,048 | -14.62% | |
| Beaumont Financial Advisors, Llc | 0.04% | 8,113 | $612,452 | $522,883 | -$89,569 | -14.62% | |
| Gts Securities Llc | 0.02% | 8,027 | $605,958 | $517,340 | -$88,618 | -14.62% | |
| Gateway Wealth Partners, Llc | 0.02% | 7,310 | $551,898 | $471,130 | -$80,769 | -14.63% | |
| Satovsky Asset Management Llc | 0.09% | 7,095 | $535,620 | $457,273 | -$78,347 | -14.63% | |
| Td Waterhouse Canada Inc. | 0.00% | 7,819 | $492,989 | $503,935 | +$10,946 | +2.22% | |
| Barry Investment Advisors, Llc | 0.10% | 7,736 | $486,362 | $498,585 | +$12,223 | +2.51% | |
| Capital Wealth Alliance, Llc | 0.22% | 6,426 | $485,099 | $414,156 | -$70,943 | -14.62% | |
| Summit Financial, Llc | 0.01% | 6,341 | $478,693 | $408,677 | -$70,016 | -14.63% |
Frequently asked questions about SGDM
Who owns the most SGDM stock?
The largest holders of SGDM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPROTT GOLD MINERS ETF (SGDM).
Is SGDM widely held by superinvestors?
Many widely followed stocks like SGDM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SGDM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.