SPROTT GOLD MINERS ETF (SGDM) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $212.85M 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 $22.72M, representing an estimated loss of -7.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% 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
123
Total Reported Value
$212.85M
Largest Holder
Ubs Group Ag
Largest Position
$24.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
131
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 | $22,716,816 | -$1,746,700 | -7.14% | |
| Asset One Wealth Management Llc | 2.00% | 235,822 | $18,042,741 | $16,531,122 | -$1,511,619 | -8.38% | |
| Morgan Stanley | 0.00% | 216,921 | $16,375,396 | $15,206,162 | -$1,169,234 | -7.14% | |
| Captrust Financial Advisors | 0.02% | 188,455 | $14,226,443 | $13,210,695 | -$1,015,748 | -7.14% | |
| Independent Financial Group, Llc | 0.17% | 514,486 | $14,108,289 | $36,065,469 | +$21,957,180 | +155.63% | |
| Lpl Financial Llc | 0.00% | 113,822 | $8,592,450 | $7,978,922 | -$613,528 | -7.14% | |
| Bank Of America Corp | 0.00% | 109,727 | $8,283,318 | $7,691,863 | -$591,455 | -7.14% | |
| Raymond James Financial Inc | 0.00% | 87,903 | $6,635,754 | $6,162,000 | -$473,754 | -7.14% | |
| Royal Bank Of Canada | 0.00% | 85,326 | $6,441,000 | $5,981,353 | -$459,647 | -7.14% | |
| Wells Fargo & Company/Mn | 0.00% | 83,426 | $6,297,791 | $5,848,163 | -$449,628 | -7.14% | |
| Stifel Financial Corp | 0.01% | 82,597 | $6,235,213 | $5,790,050 | -$445,163 | -7.14% | |
| Osaic Holdings, Inc. | 0.01% | 70,178 | $5,299,583 | $4,919,478 | -$380,105 | -7.17% | |
| Cetera Investment Advisers | 0.01% | 63,969 | $4,829,048 | $4,484,227 | -$344,821 | -7.14% | |
| Riggs Asset Managment Co. Inc. | 0.82% | 52,777 | $3,984,136 | $3,699,668 | -$284,468 | -7.14% | |
| D.A. Davidson & Co. | 0.02% | 51,504 | $3,888,037 | $3,610,430 | -$277,607 | -7.14% | |
| Auxano Advisors, Llc | 0.64% | 42,460 | $3,205,321 | $2,976,446 | -$228,875 | -7.14% | |
| Hc Advisors, Llc | 2.10% | 41,603 | $3,140,678 | $2,916,370 | -$224,308 | -7.14% | |
| Citadel Advisors Llc | 0.00% | 38,912 | $2,937,467 | $2,727,731 | -$209,736 | -7.14% | |
| Evergreen Capital Management Llc | 0.06% | 36,010 | $2,718,395 | $2,524,301 | -$194,094 | -7.14% | |
| Jane Street Group, Llc | 0.00% | 33,435 | $2,524,008 | $2,343,794 | -$180,215 | -7.14% | |
| Mml Investors Services, Llc | 0.01% | 30,638 | $2,312,866 | $2,147,724 | -$165,142 | -7.14% | |
| Ameriprise Financial Inc | 0.00% | 30,457 | $2,299,199 | $2,135,036 | -$164,163 | -7.14% | |
| Pekin Hardy Strauss, Inc. | 0.24% | 30,292 | $2,286,743 | $2,123,469 | -$163,274 | -7.14% | |
| Sprott Inc. | 0.07% | 30,052 | $2,268,625 | $2,106,645 | -$161,980 | -7.14% | |
| Commonwealth Equity Services, Llc | 0.00% | 28,406 | $2,144,410 | $1,991,261 | -$153,149 | -7.14% | |
| U.S. Capital Wealth Advisors, Llc | 0.05% | 27,415 | $2,069,566 | $1,921,791 | -$147,775 | -7.14% | |
| Baird Financial Group, Inc. | 0.00% | 25,610 | $1,933,299 | $1,795,261 | -$138,038 | -7.14% | |
| Kestra Advisory Services, Llc | 0.01% | 23,021 | $1,737,830 | $1,613,772 | -$124,058 | -7.14% | |
| Federation Des Caisses Desjardins Du Quebec | 0.01% | 22,505 | $1,698,902 | $1,577,600 | -$121,302 | -7.14% | |
| New Harbor Financial Group, Llc | 0.29% | 20,831 | $1,572,557 | $1,460,253 | -$112,304 | -7.14% | |
| Ade, Llc | 0.71% | 19,555 | $1,476,190 | $1,370,806 | -$105,385 | -7.14% | |
| Beacon Pointe Advisors, Llc | 0.01% | 19,138 | $1,444,740 | $1,341,574 | -$103,166 | -7.14% | |
| Pfg Investments, Llc | 0.06% | 17,236 | $1,301,120 | $1,208,244 | -$92,876 | -7.14% | |
| United Capital Financial Advisors, Llc | 0.01% | 17,031 | $1,289,615 | $1,193,873 | -$95,742 | -7.42% | |
| Bayshore Capital Advisors, Llc | 0.52% | 16,400 | $1,238,036 | $1,149,640 | -$88,396 | -7.14% | |
| Rossby Financial, Lcc | 0.24% | 14,783 | $1,169,635 | $1,036,288 | -$133,347 | -11.40% | |
| Vestgen Advisors, Llc | 0.03% | 13,246 | $1,058,355 | $928,545 | -$129,810 | -12.27% | |
| Cwa Asset Management Group, Llc | 0.03% | 13,400 | $1,011,566 | $939,340 | -$72,226 | -7.14% | |
| Kovack Advisors, Inc. | 0.05% | 12,030 | $951,341 | $843,303 | -$108,038 | -11.36% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 11,239 | $848,475 | $787,854 | -$60,621 | -7.14% | |
| Meridian Wealth Advisors, Llc | 0.10% | 10,000 | $754,900 | $701,000 | -$53,900 | -7.14% | |
| Barometer Capital Management Inc. | 0.22% | 8,700 | $656,763 | $609,870 | -$46,893 | -7.14% | |
| Centurion Wealth Management Llc | 0.15% | 8,683 | $655,516 | $608,678 | -$46,838 | -7.15% | |
| 180 Wealth Advisors, Llc | 0.07% | 8,134 | $614,040 | $570,193 | -$43,847 | -7.14% | |
| Beaumont Financial Advisors, Llc | 0.04% | 8,113 | $612,452 | $568,721 | -$43,731 | -7.14% | |
| Td Waterhouse Canada Inc. | 0.00% | 5,731 | $606,354 | $401,743 | -$204,611 | -33.74% | |
| Gts Securities Llc | 0.02% | 8,027 | $605,958 | $562,693 | -$43,265 | -7.14% | |
| Barry Investment Advisors, Llc | 0.13% | 7,736 | $583,991 | $542,294 | -$41,697 | -7.14% | |
| Wealthcare Advisory Partners Llc | 0.01% | 7,524 | $567,987 | $527,432 | -$40,555 | -7.14% | |
| Gateway Wealth Partners, Llc | 0.02% | 7,310 | $551,898 | $512,431 | -$39,467 | -7.15% |
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.