Beaumont Financial Advisors, LLC GBUG — SPROTT ACTIVE GOLD & SILVER MINERS ETF

Ownership history in Beaumont Financial Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

Beaumont Financial Advisors, LLC reported SPROTT ACTIVE GOLD & SILVER MINERS ETF (GBUG) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.09% in 2026 Q1. The latest visible filing shows GBUG at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GBUG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beaumont Financial Advisors, LLC's position in SPROTT ACTIVE GOLD & SILVER MINERS ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GBUG was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GBUG stock page Beaumont Financial Advisors, LLC fund profile Beaumont Financial Advisors, LLC full holdings
How Beaumont Financial Advisors, LLC held GBUG — position size vs. price
% of Fund (quarterly)    GBUG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 29,678 -300 -1.0% 0.07% $1.2M 2026-08-04 $41.37
2026 Q1 REDUCED — — — 29,978 -60 -0.2% 0.09% $1.4M 2026-05-05 $42.65
2025 Q4 ADDED — — — 30,038 +6,996 +30.4% 0.09% $1.3M 2026-01-16 $47.94
2025 Q3 INITIATED — — — 23,042 — — 0.06% $863K 2025-10-23 $36.18

🏢 Other funds also holding GBUG

As of 2026 Q2 — sorted by position size

Miller Global Investments, LLC 0.75% Brookwood Investment Group LLC 0.3% SPROTT INC. 3Y 7Y 0.23% Bluesphere Advisors LLC 3Y 0.07% Wealth Management Nebraska 0.03% HBW ADVISORY SERVICES LLC 3Y 0.02% GTS SECURITIES LLC 3Y 0.02% PARSONS CAPITAL MANAGEMENT INC/RI 3Y 7Y 0.02% Wealthcare Advisory Partners LLC 3Y 7Y 0.01% Cannell & Spears LLC 3Y 7Y 0.01%

FAQ About Beaumont Financial Advisors, LLC and GBUG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beaumont Financial Advisors, LLC reported owning GBUG?

Beaumont Financial Advisors, LLC reported GBUG across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported GBUG position in Beaumont Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for GBUG was 0.09% in 2026 Q1.

What is the latest reported GBUG position on this page?

The most recent filing on this page is 2026 Q2, when Beaumont Financial Advisors, LLC reported 29,678 shares, equal to 0.07% of portfolio, with an estimated market value of $1.2M.

What does the chart on this GBUG ownership page compare?

The chart compares Beaumont Financial Advisors, LLC's quarterly GBUG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Beaumont Financial Advisors, LLC time their GBUG position?

Based on 13F filing dates vs. subsequent GBUG price moves, Beaumont Financial Advisors, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on GBUG relative to SPY over the holding period was -1.6%.

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