IHT Wealth Management’s Sprott Junior Gold Miners ETF SGDJ Stock Holding History

IHT Wealth 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
2023 Q1	–	Sell	-24,279	Closed	-$701K	–	996
2022 Q4	$701K	Sell	24,279 -6,892	-22%	-$184K	0.04%	389
2022 Q3	$755K	Sell	31,171 -9,290	-23%	-$246K	0.06%	345
2022 Q2	$1.14M	Sell	40,461 -881	-2%	-$32.7K	0.1%	217
2022 Q1	$1.79M	Buy	41,342 +1,343	+3%	+$55.1K	0.14%	159
2021 Q4	$1.63M	Buy	39,999 +1,690	+4%	+$69.9K	0.12%	170
2021 Q3	$1.42M	Buy	38,309 +1,508	+4%	+$62.5K	0.12%	177
2021 Q2	$1.62M	Buy	36,801 +2,898	+9%	+$137K	0.1%	200
2021 Q1	$1.4M	Buy	+33,903	New	+$1.52M	0.1%	206

Other funds holding SGDJ

OPOWM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

IHT Wealth Management's SGDJ Position: Q1 2023 in Review

IHT Wealth Management sold out of Sprott Junior Gold Miners ETF (SGDJ) in Q1 2023, closing a stake of 24,279 shares — an estimated $701K sold.

IHT Wealth Management first reported a position in SGDJ in Q1 2021 and held it in 8 quarters. The position peaked at $1.79M in Q1 2022. 28 funds tracked by Wall St. Rank hold SGDJ as of Q1 2023.

IHT Wealth Management reported no remaining Sprott Junior Gold Miners ETF position as of Q1 2023 after selling out during the quarter.
IHT Wealth Management sold 24,279 Sprott Junior Gold Miners ETF shares in Q1 2023, an estimated $701K.
IHT Wealth Management first reported a position in Sprott Junior Gold Miners ETF in Q1 2021 and held it in 8 quarters.
IHT Wealth Management's Sprott Junior Gold Miners ETF position peaked at $1.79M in Q1 2022.
28 funds tracked by Wall St. Rank held Sprott Junior Gold Miners ETF as of Q1 2023.

Based on IHT Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.