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

Summit 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
Q1 		$267K Hold
3,106
– – ﹤0.01% 1234
2025
Q4 		$261K Hold
3,106
– – ﹤0.01% 1135
2025
Q3 		$223K Buy
+3,106
New +$175K ﹤0.01% 1169

Other funds holding SGDJ

Jane Street
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Raymond James Financial
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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Financial's SGDJ Position: Q1 2026 in Review

Summit Financial held its Sprott Junior Gold Miners ETF (SGDJ) position steady in Q1 2026 at 3,106 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Summit Financial first reported a position in SGDJ in Q3 2025 and has held it in 3 quarters since. 62 funds tracked by Wall St. Rank hold SGDJ as of Q1 2026.

  • Summit Financial held 3,106 shares of Sprott Junior Gold Miners ETF worth $267K as of Q1 2026.
  • Summit Financial left its Sprott Junior Gold Miners ETF share count unchanged in Q1 2026.
  • Sprott Junior Gold Miners ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1234 holding.
  • Summit Financial first reported a position in Sprott Junior Gold Miners ETF in Q3 2025 and has held it in 3 quarters since.
  • 62 funds tracked by Wall St. Rank held Sprott Junior Gold Miners ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.