Pinnacle Value Fund SGDM Holdings History

Number of Shares
7,200.00
Current Holdings Value*
$273,170.00
% of Portfolio
1.28%
Total Estimate Gain
$375,547.00
% of Total Estimate Gain
41.22%

Pinnacle Value Fund's Sprott Gold Miners ETF Holding Summary

As of 2025-03-31, BERTOLET CAPITAL TRUST held 7,200.00 shares of Sprott Gold Miners ETF(SGDM), totaling $273,170.00. This investment constitutes 1.28% of their stock portfolio, and BERTOLET CAPITAL TRUST now holds 0.08% of the outstanding Sprott Gold Miners ETF(SGDM) stock.

The initial trade took place in 2020Q1. And since then Pinnacle Value Fund has made 1 purchases of SGDM, at an average price of $23.30, for a total of 39,100.00 shares. In addition, there have been 3 sales at an average price of $30.12 for 31,900.00 shares. Based on historical transaction data and SGDM's current price of $45.24, Pinnacle Value Fund's estimated gain on his SGDM holdings is $375,547.00, reflecting a 41.22% gain to date.

Pinnacle Value Fund SGDM ($45.24) Holding Chart

Pinnacle Value Fund SGDM ($45.24) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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