West Oak Capital’s Sprott Junior Gold Miners ETF SGDJ Stock Holding History

West Oak Capital’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
2025 Q3	$9	Hold	12	–	–	﹤0.01%	252
2025 Q2	$6	Hold	12	–	–	﹤0.01%	281
2025 Q1	$5	Hold	12	–	–	﹤0.01%	286
2024 Q4	$4K	Hold	12	–	–	﹤0.01%	292
2024 Q3	$4	Hold	12	–	–	﹤0.01%	296
2024 Q2	$370	Hold	12	–	–	﹤0.01%	312
2024 Q1	$0	Hold	12	–	–	﹤0.01%	314
2023 Q4	$0	Hold	12	–	–	﹤0.01%	315
2023 Q3	$0	Hold	12	–	–	﹤0.01%	308
2023 Q2	$336	Hold	12	–	–	﹤0.01%	312
2023 Q1	$402	Hold	12	–	–	﹤0.01%	311
2022 Q4	$0	Hold	12	–	–	﹤0.01%	322
2022 Q3	$0	Hold	12	–	–	﹤0.01%	331
2022 Q2	$0	Hold	12	–	–	﹤0.01%	361
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	345
2021 Q4	$0	Hold	12	–	–	﹤0.01%	390
2021 Q3	$0	Hold	12	–	–	﹤0.01%	382
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	345
2021 Q1	$0	Hold	12	–	–	﹤0.01%	355
2020 Q4	$1K	Hold	12	–	–	﹤0.01%	308
2020 Q3	$1K	Buy	+12	New	+$544	﹤0.01%	288

Other funds holding SGDJ

OPOWM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

West Oak Capital's SGDJ Position: Q3 2025 in Review

West Oak Capital held its Sprott Junior Gold Miners ETF (SGDJ) position steady in Q3 2025 at 12 shares worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #252.

West Oak Capital first reported a position in SGDJ in Q3 2020 and has held it in 21 quarters since. The position peaked at $4K in Q4 2024. 47 funds tracked by Wall St. Rank hold SGDJ as of Q3 2025.

West Oak Capital held 12 shares of Sprott Junior Gold Miners ETF worth $9 as of Q3 2025.
West Oak Capital left its Sprott Junior Gold Miners ETF share count unchanged in Q3 2025.
Sprott Junior Gold Miners ETF made up ﹤0.01% of West Oak Capital's portfolio in Q3 2025, its #252 holding.
West Oak Capital first reported a position in Sprott Junior Gold Miners ETF in Q3 2020 and has held it in 21 quarters since.
West Oak Capital's Sprott Junior Gold Miners ETF position peaked at $4K in Q4 2024.
47 funds tracked by Wall St. Rank held Sprott Junior Gold Miners ETF as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.