SGDM Institutional Ownership & Shareholders
SPROTT GOLD MINERS ETF (SGDM) is currently held by 104 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $164.93M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Asset One Wealth Management Llc is currently the largest disclosed institutional shareholder of SGDM tracked by InsiderSet, reporting ownership valued at approximately $17.61M in its September 30, 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 $15.41M, representing an estimated loss of -12.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed SGDM value among the investors covered in this analysis. Major shareholders include Asset One Wealth Management Llc, Ubs Group Ag, 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
104
Total Reported Value
$164.93M
Largest Holder
Asset One Wealth Management Llc
Largest Position
$17.61M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
140
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Asset One Wealth Management Llc | 1.51% | 237,664 | $17,606,132 | $15,414,887 | -$2,191,245 | -12.45% | |
| Ubs Group Ag | 0.00% | 238,950 | $15,022,787 | $15,498,297 | +$475,510 | +3.17% | |
| Morgan Stanley | 0.00% | 233,664 | $14,690,500 | $15,155,447 | +$464,947 | +3.16% | |
| Captrust Financial Advisors | 0.02% | 191,179 | $12,019,403 | $12,399,870 | +$380,467 | +3.17% | |
| Lpl Financial Llc | 0.00% | 121,139 | $7,616,031 | $7,857,076 | +$241,045 | +3.16% | |
| Bank Of America Corp | 0.00% | 111,825 | $7,030,428 | $7,252,970 | +$222,542 | +3.17% | |
| Raymond James Financial Inc | 0.00% | 103,800 | $6,525,897 | $6,732,468 | +$206,571 | +3.17% | |
| Wells Fargo & Company/Mn | 0.00% | 84,028 | $5,282,836 | $5,450,056 | +$167,220 | +3.17% | |
| Sprott Inc. | 0.13% | 63,638 | $4,000,921 | $4,127,561 | +$126,640 | +3.17% | |
| Royal Bank Of Canada | 0.00% | 63,414 | $3,988,000 | $4,113,032 | +$125,032 | +3.14% | |
| D.A. Davidson & Co. | 0.02% | 49,473 | $3,664,960 | $3,208,819 | -$456,141 | -12.45% | |
| Osaic Holdings, Inc. | 0.00% | 57,204 | $3,598,032 | $3,710,251 | +$112,219 | +3.12% | |
| New Harbor Financial Group, Llc | 0.54% | 47,614 | $3,527,238 | $3,088,244 | -$438,994 | -12.45% | |
| Cetera Investment Advisers | 0.00% | 52,506 | $3,301,032 | $3,405,539 | +$104,507 | +3.17% | |
| Riggs Asset Managment Co. Inc. | 0.58% | 51,656 | $3,247,613 | $3,350,408 | +$102,795 | +3.17% | |
| Auxano Advisors, Llc | 0.52% | 43,902 | $2,760,132 | $2,847,484 | +$87,352 | +3.16% | |
| Baird Financial Group, Inc. | 0.00% | 43,620 | $2,742,389 | $2,829,193 | +$86,804 | +3.17% | |
| Hc Advisors, Llc | 1.65% | 43,191 | $2,715,475 | $2,801,368 | +$85,893 | +3.16% | |
| Evergreen Capital Management Llc | 0.05% | 34,510 | $2,556,501 | $2,238,319 | -$318,182 | -12.45% | |
| Kestra Advisory Services, Llc | 0.01% | 31,421 | $2,327,651 | $2,037,966 | -$289,685 | -12.45% | |
| Pekin Hardy Strauss, Inc. | 0.19% | 29,390 | $2,177,211 | $1,906,235 | -$270,976 | -12.45% | |
| Commonwealth Equity Services, Llc | 0.00% | 28,026 | $2,076,200 | $1,817,766 | -$258,434 | -12.45% | |
| U.S. Capital Wealth Advisors, Llc | 0.05% | 27,415 | $2,069,566 | $1,778,137 | -$291,429 | -14.08% | |
| Jane Street Group, Llc | 0.00% | 30,803 | $1,936,585 | $1,997,883 | +$61,298 | +3.17% | |
| Arax Advisory Partners | 0.01% | 29,665 | $1,865,045 | $1,924,072 | +$59,027 | +3.16% | |
| Ameriprise Financial Inc | 0.00% | 34,255 | $1,805,051 | $2,221,779 | +$416,728 | +23.09% | |
| Ade, Llc | 0.58% | 19,355 | $1,433,800 | $1,255,365 | -$178,435 | -12.44% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 22,328 | $1,403,761 | $1,448,194 | +$44,433 | +3.17% | |
| Gts Securities Llc | 0.03% | 19,700 | $1,238,539 | $1,277,742 | +$39,203 | +3.17% | |
| Beacon Pointe Advisors, Llc | 0.01% | 19,583 | $1,231,193 | $1,270,153 | +$38,960 | +3.16% | |
| Bayshore Capital Advisors, Llc | 0.63% | 16,400 | $1,214,912 | $1,063,704 | -$151,208 | -12.45% | |
| Vestgen Advisors, Llc | 0.03% | 14,539 | $1,077,049 | $943,000 | -$134,049 | -12.45% | |
| United Capital Financial Advisors, Llc | 0.01% | 17,029 | $1,075,146 | $1,104,501 | +$29,355 | +2.73% | |
| Mml Investors Services, Llc | 0.00% | 16,940 | $1,065,041 | $1,098,728 | +$33,687 | +3.16% | |
| Pfg Investments, Llc | 0.04% | 16,390 | $1,030,418 | $1,063,055 | +$32,637 | +3.17% | |
| Cwa Asset Management Group, Llc | 0.03% | 13,500 | $1,000,080 | $875,610 | -$124,470 | -12.45% | |
| 180 Wealth Advisors, Llc | 0.10% | 15,316 | $962,889 | $993,396 | +$30,507 | +3.17% | |
| Rossby Financial, Lcc | 0.17% | 14,758 | $927,838 | $957,204 | +$29,366 | +3.16% | |
| Kovack Advisors, Inc. | 0.04% | 11,780 | $746,317 | $764,051 | +$17,734 | +2.38% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 11,089 | $697,201 | $719,233 | +$22,032 | +3.16% | |
| Meridian Wealth Advisors, Llc | 0.07% | 10,000 | $628,700 | $648,600 | +$19,900 | +3.17% | |
| D. E. Shaw & Co., Inc. | 0.00% | 9,995 | $628,386 | $648,276 | +$19,890 | +3.17% | |
| Stifel Financial Corp | 0.00% | 9,775 | $614,554 | $634,007 | +$19,453 | +3.17% | |
| Td Waterhouse Canada Inc. | 0.00% | 7,937 | $578,665 | $514,794 | -$63,871 | -11.04% | |
| Beaumont Financial Advisors, Llc | 0.04% | 7,797 | $577,603 | $505,713 | -$71,890 | -12.45% | |
| Barry Investment Advisors, Llc | 0.11% | 7,736 | $573,083 | $501,757 | -$71,326 | -12.45% | |
| Barometer Capital Management Inc. | 0.16% | 9,100 | $572,117 | $590,226 | +$18,109 | +3.17% | |
| Wealthcare Advisory Partners Llc | 0.01% | 7,512 | $556,489 | $487,228 | -$69,261 | -12.45% | |
| Centurion Wealth Management Llc | 0.12% | 6,483 | $480,297 | $420,487 | -$59,810 | -12.45% | |
| Satovsky Asset Management Llc | 0.07% | 7,095 | $446,078 | $460,182 | +$14,104 | +3.16% |
Frequently asked questions about SGDM
Who are the largest institutional holders of SGDM?
The largest institutional holders of SGDM reported in the latest SEC Form 13F filings include Asset One Wealth Management Llc, Ubs Group Ag, Morgan Stanley, Captrust Financial Advisors, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported SGDM position.
What is SGDM institutional ownership?
This page tracks SGDM positions reported by institutional investment managers through SEC Form 13F. SPROTT GOLD MINERS ETF (SGDM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SGDM?
InsiderSet currently tracks 104 institutional managers reporting SGDM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SGDM shareholders.
How much SGDM stock do institutions own?
Institutional investment managers disclosed approximately $164.93M in SGDM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SGDM institutional ownership last updated?
The latest SGDM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SGDM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SGDM position after the reporting date.
Are institutions buying or selling SGDM?
Institutional buying and selling can be analyzed by comparing SGDM positions across consecutive 13F reporting periods. InsiderSet's SGDM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SGDM ownership changes.
How has SGDM institutional ownership changed over time?
InsiderSet tracks SGDM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.