ACG Wealth’s VanEck Gold Miners ETF GDX Stock Holding History

ACG Wealth’s Portfolio GDX Stock Details GDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-348	Closed	-$10K	–	537
2022 Q2	$10K	Buy	+348	New	+$11.7K	﹤0.01%	690
2020 Q3	–	Sell	-7,132	Closed	-$262K	–	299
2020 Q2	$262K	Buy	+7,132	New	+$235K	0.04%	227
2020 Q1	–	Sell	-10,330	Closed	-$302K	–	300
2019 Q4	$302K	Buy	+10,330	New	+$282K	0.04%	255
2019 Q2	–	Sell	-12,348	Closed	-$277K	–	349
2019 Q1	$277K	Sell	12,348 -2,379	-16%	-$52.3K	0.04%	273
2018 Q4	$311K	Sell	14,727 -2,058	-12%	-$40.3K	0.05%	245
2018 Q3	$311K	Sell	16,785 -257,740	-94%	-$5.15M	0.04%	248
2018 Q2	$6.13M	Buy	274,525 +65,584	+31%	+$1.47M	0.93%	26
2018 Q1	$4.59M	Buy	208,941 +18,076	+9%	+$408K	0.7%	36
2017 Q4	$4.44M	Buy	190,865 +75,110	+65%	+$1.71M	0.66%	41
2017 Q3	$2.66M	Buy	115,755 +6,330	+6%	+$146K	0.46%	57
2017 Q2	$2.41M	Buy	109,425 +28,518	+35%	+$649K	0.4%	72
2017 Q1	$1.84M	Sell	80,907 -15,819	-16%	-$368K	0.34%	83
2016 Q4	$2.02M	Buy	+96,726	New	+$2.15M	0.43%	68

Other funds holding GDX

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Rafferty Asset Management

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ)

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return