Costello Asset Management’s Sprott Junior Gold Miners ETF SGDJ Stock Holding History

Costello Asset Management’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 Q1	$17.2K	Hold	200	–	–	0.01%	413
2025 Q4	$16.8K	Hold	200	–	–	0.01%	401
2025 Q3	$14.4K	Hold	200	–	–	﹤0.01%	424
2025 Q2	$9.94K	Hold	200	–	–	﹤0.01%	474
2025 Q1	$8.5K	Buy	+200	New	+$7.69K	﹤0.01%	469

Other funds holding SGDJ

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OPOWM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SAM

Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Costello Asset Management's SGDJ Position: Q1 2026 in Review

Costello Asset Management held its Sprott Junior Gold Miners ETF (SGDJ) position steady in Q1 2026 at 200 shares worth $17.2K. The position accounts for 0.01% of the portfolio, ranked #413.

Costello Asset Management first reported a position in SGDJ in Q1 2025 and has held it in 5 quarters since. 62 funds tracked by Wall St. Rank hold SGDJ as of Q1 2026.

Costello Asset Management held 200 shares of Sprott Junior Gold Miners ETF worth $17.2K as of Q1 2026.
Costello Asset Management left its Sprott Junior Gold Miners ETF share count unchanged in Q1 2026.
Sprott Junior Gold Miners ETF made up 0.01% of Costello Asset Management's portfolio in Q1 2026, its #413 holding.
Costello Asset Management first reported a position in Sprott Junior Gold Miners ETF in Q1 2025 and has held it in 5 quarters since.
62 funds tracked by Wall St. Rank held Sprott Junior Gold Miners ETF as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.