Cape Investment Advisory’s Sprott Junior Gold Miners ETF SGDJ Stock Holding History

Cape Investment Advisory’s Portfolio SGDJ Stock Details SGDJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.2K	Buy	+255	New	+$22.4K	0.01%	707
2026 Q1	–	Sell	-175	Closed	-$14.7K	–	1022
2025 Q4	$14.7K	Buy	+175	New	+$13.7K	﹤0.01%	670
2025 Q3	–	Sell	-255	Closed	-$12.7K	–	1136
2025 Q2	$12.7K	Hold	255	–	–	﹤0.01%	593
2025 Q1	$10.8K	Hold	255	–	–	﹤0.01%	588
2024 Q4	$8.48K	Hold	255	–	–	﹤0.01%	619
2024 Q3	$9.43K	Hold	255	–	–	﹤0.01%	579
2024 Q2	$7.86K	Hold	255	–	–	﹤0.01%	567
2024 Q1	$8.01K	Hold	255	–	–	﹤0.01%	584
2023 Q4	$7.5K	Hold	255	–	–	﹤0.01%	718
2023 Q3	$6.54K	Hold	255	–	–	﹤0.01%	626
2023 Q2	$7.15K	Hold	255	–	–	﹤0.01%	610
2023 Q1	$8.53K	Buy	+255	New	+$7.81K	0.01%	572

Other funds holding SGDJ

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Cape Investment Advisory's SGDJ Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Sprott Junior Gold Miners ETF (SGDJ) in Q2 2026: 255 shares worth $19.2K. The stake represents 0.01% of the portfolio and ranks #707 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SGDJ as recently as Q4 2025.

Cape Investment Advisory first reported a position in SGDJ in Q1 2023 and has held it in 12 quarters since. 14 funds tracked by Wall St. Rank hold SGDJ as of Q2 2026.

Cape Investment Advisory held 255 shares of Sprott Junior Gold Miners ETF worth $19.2K as of Q2 2026.
Sprott Junior Gold Miners ETF was a new Cape Investment Advisory position in Q2 2026.
Sprott Junior Gold Miners ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #707 holding.
Cape Investment Advisory first reported a position in Sprott Junior Gold Miners ETF in Q1 2023 and has held it in 12 quarters since.
14 funds tracked by Wall St. Rank held Sprott Junior Gold Miners ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.