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Rothschild Investment LLC’s Sprott Junior Gold Miners ETF SGDJ Stock Holding History

Rothschild Investment LLC’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 		$2.49K Hold
33
– – ﹤0.01% 2664
2026
Q1 		$2.84K Hold
33
– – ﹤0.01% 2368
2025
Q4 		$2.78K Buy
+33
New +$2.59K ﹤0.01% 2199

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 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

Rothschild Investment LLC's SGDJ Position: Q2 2026 in Review

Rothschild Investment LLC held its Sprott Junior Gold Miners ETF (SGDJ) position steady in Q2 2026 at 33 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #2664.

Rothschild Investment LLC first reported a position in SGDJ in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.84K in Q1 2026. 28 funds tracked by Wall St. Rank hold SGDJ as of Q2 2026.

  • Rothschild Investment LLC held 33 shares of Sprott Junior Gold Miners ETF worth $2.49K as of Q2 2026.
  • Rothschild Investment LLC left its Sprott Junior Gold Miners ETF share count unchanged in Q2 2026.
  • Sprott Junior Gold Miners ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2664 holding.
  • Rothschild Investment LLC first reported a position in Sprott Junior Gold Miners ETF in Q4 2025 and has held it in 3 quarters since.
  • Rothschild Investment LLC's Sprott Junior Gold Miners ETF position peaked at $2.84K in Q1 2026.
  • 28 funds tracked by Wall St. Rank held Sprott Junior Gold Miners ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.