Farther Finance Advisors, LLC SGDM — SPROTT GOLD MINERS ETF

Ownership history in Farther Finance Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported SPROTT GOLD MINERS ETF (SGDM) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows SGDM at 0.00% 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 SGDM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in SPROTT GOLD 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 Q1

SGDM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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
2024 Q4 to 2026 Q1

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.

SGDM stock page Farther Finance Advisors, LLC fund profile Farther Finance Advisors, LLC full holdings
How Farther Finance Advisors, LLC held SGDM — position size vs. price
% of Fund (quarterly)    SGDM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,127 +437 +63.3% 0.00% $89K 2026-04-07 $78.61
2025 Q4 ADDED — — — 690 +185 +36.6% 0.00% $48K 2026-01-23 $86.77
2025 Q3 ADDED — — — 505 +416 +467.4% 0.00% $31K 2025-10-14 $63.73
2025 Q2 REDUCED 25.8% +36.0% ❌ 89 -31 -25.8% 0.00% $4K 2025-07-11 $44.93
2024 Q4 INITIATED — — — 120 — — 0.00% $3K 2025-02-10 $33.68

🏢 Other funds also holding SGDM

As of 2026 Q1 — sorted by position size

HC Advisors, LLC 3Y 2.1% Asset One Wealth Management LLC 2.0% Riggs Asset Managment Co. Inc. 3Y 7Y 0.82% ADE, LLC 3Y 0.71% Auxano Advisors, LLC 3Y 0.64% Bayshore Capital Advisors, LLC 0.52% New Harbor Financial Group, LLC 3Y 7Y 0.28% Rossby Financial, LCC 0.24% Pekin Hardy Strauss, Inc. 3Y 7Y 0.24% BAROMETER CAPITAL MANAGEMENT INC. 3Y 7Y 0.22%

FAQ About Farther Finance Advisors, LLC and SGDM

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

How long has Farther Finance Advisors, LLC reported owning SGDM?

Farther Finance Advisors, LLC reported SGDM across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SGDM position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for SGDM was 0.00% in 2026 Q1.

What is the latest reported SGDM position on this page?

The most recent filing on this page is 2026 Q1, when Farther Finance Advisors, LLC reported 1,127 shares, equal to 0.00% of portfolio, with an estimated market value of $89K.

What does the chart on this SGDM ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly SGDM 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 Farther Finance Advisors, LLC time their SGDM position?

Based on 13F filing dates vs. subsequent SGDM price moves, Farther Finance Advisors, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on SGDM relative to SPY over the holding period was +91.2%.

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