IAIM
SJT

International Assets Investment Management’s San Juan Basin Royalty Trust SJT Stock Holding History

International Assets Investment Management’s Portfolio SJT Stock Details SJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,000
Closed -$13.9K – 2445
2026
Q1 		$13.9K Hold
3,000
– – ﹤0.01% 1602
2025
Q4 		$16.9K Buy
+3,000
New +$17.4K ﹤0.01% 1527
2024
Q4 		– Sell
-7,400
Closed -$2K – 1733
2024
Q3 		$2K Buy
7,400
+5,400
+270% +$20.2K 0.01% 900
2024
Q2 		$8.12K Buy
+2,000
New +$8.79K ﹤0.01% 1728
2023
Q4 		– Sell
-20,345
Closed -$148K – 824
2023
Q3 		$148K Sell
20,345
-1,500
-7% -$10.8K 0.02% 522
2023
Q2 		$162K Sell
21,845
-1,000
-4% -$8.48K 0.02% 529
2023
Q1 		$240K Sell
22,845
-1,850
-7% -$19.2K 0.03% 423
2022
Q4 		$282K Buy
+24,695
New +$271K 0.03% 495

Other funds holding SJT

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return
DWM
DWR Wealth Management San Jose, California $134M AUM

International Assets Investment Management's SJT Position: Q2 2026 in Review

International Assets Investment Management sold out of San Juan Basin Royalty Trust (SJT) in Q2 2026, closing a stake of 3,000 shares — an estimated $13.9K sold.

International Assets Investment Management first reported a position in SJT in Q4 2022 and held it in 8 quarters. The position peaked at $282K in Q4 2022. 19 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

  • International Assets Investment Management reported no remaining San Juan Basin Royalty Trust position as of Q2 2026 after selling out during the quarter.
  • International Assets Investment Management sold 3,000 San Juan Basin Royalty Trust shares in Q2 2026, an estimated $13.9K.
  • International Assets Investment Management first reported a position in San Juan Basin Royalty Trust in Q4 2022 and held it in 8 quarters.
  • International Assets Investment Management's San Juan Basin Royalty Trust position peaked at $282K in Q4 2022.
  • 19 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.