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Holcombe Financial’s Sprott Junior Gold Miners ETF SGDJ Stock Holding History

Holcombe Financial’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 		$833K Buy
11,048
+181
+2% +$15.9K 0.47% 25
2026
Q1 		$935K Buy
10,867
+1,392
+15% +$135K 0.55% 22
2025
Q4 		$797K Buy
+9,475
New +$744K 0.5% 26

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
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MASM
MH & Associates Securities Management Carlsbad, California $112M AUM
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Holcombe Financial's SGDJ Position: Q2 2026 in Review

Holcombe Financial increased its Sprott Junior Gold Miners ETF (SGDJ) stake by 1.7% in Q2 2026, buying an estimated $15.9K and bringing the position to 11,048 shares worth $833K. The position accounts for 0.47% of the portfolio, ranked #25.

Holcombe Financial first reported a position in SGDJ in Q4 2025 and has held it in 3 quarters since. The position peaked at $935K in Q1 2026. 23 funds tracked by Wall St. Rank hold SGDJ as of Q2 2026.

  • Holcombe Financial held 11,048 shares of Sprott Junior Gold Miners ETF worth $833K as of Q2 2026.
  • Holcombe Financial bought 181 Sprott Junior Gold Miners ETF shares in Q2 2026, an estimated $15.9K.
  • Sprott Junior Gold Miners ETF made up 0.47% of Holcombe Financial's portfolio in Q2 2026, its #25 holding.
  • Holcombe Financial first reported a position in Sprott Junior Gold Miners ETF in Q4 2025 and has held it in 3 quarters since.
  • Holcombe Financial's Sprott Junior Gold Miners ETF position peaked at $935K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Sprott Junior Gold Miners ETF as of Q2 2026.

Based on Holcombe Financial's 13F filing for Q2 2026, filed 13 Jul 2026.