AJ Wealth Strategies’s VanEck Gold Miners ETF GDX Stock Holding History

AJ Wealth Strategies’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
2023 Q2	$34.9M	Buy	1,157,833 +405,318	+54%	+$13.2M	1.68%	17
2023 Q1	$24.3M	Buy	752,515 +85,135	+13%	+$2.57M	1.27%	20
2022 Q4	$19.1M	Sell	667,380 -161,619	-19%	-$4.32M	1.01%	25
2022 Q3	$20M	Buy	828,999 +772,825	+1,376%	+$19.5M	1.17%	19
2022 Q2	$1.54M	Buy	+56,174	New	+$1.89M	0.08%	102
2021 Q4	–	Sell	-17,903	Closed	-$528K	–	315
2021 Q3	$528K	Hold	17,903	–	–	0.03%	188
2021 Q2	$608K	Hold	17,903	–	–	0.04%	162
2021 Q1	$582K	Hold	17,903	–	–	0.04%	152
2020 Q4	$645K	Buy	+17,903	New	+$669K	0.06%	131

Other funds holding GDX

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SPC

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AJ Wealth Strategies's GDX Position: Q2 2023 in Review

AJ Wealth Strategies increased its VanEck Gold Miners ETF (GDX) stake by 54% in Q2 2023, buying an estimated $13.2M and bringing the position to 1,157,833 shares worth $34.9M. The position accounts for 1.68% of the portfolio, ranked #17.

AJ Wealth Strategies first reported a position in GDX in Q4 2020 and has held it in 9 quarters since. 732 funds tracked by Wall St. Rank hold GDX as of Q2 2023.

AJ Wealth Strategies held 1,157,833 shares of VanEck Gold Miners ETF worth $34.9M as of Q2 2023.
AJ Wealth Strategies bought 405,318 VanEck Gold Miners ETF shares in Q2 2023, an estimated $13.2M.
VanEck Gold Miners ETF made up 1.68% of AJ Wealth Strategies's portfolio in Q2 2023, its #17 holding.
AJ Wealth Strategies first reported a position in VanEck Gold Miners ETF in Q4 2020 and has held it in 9 quarters since.
732 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.