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Bartlett & Co’s VanEck Gold Miners ETF GDX Stock Holding History

Bartlett & Co’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
Q4 		$25K Hold
800
– – ﹤0.01% 832
2023
Q3 		$22K Buy
+800
New +$23.6K ﹤0.01% 802
2022
Q4 		– Sell
-700
Closed -$17K – 1116
2022
Q3 		$17K Hold
700
– – ﹤0.01% 726
2022
Q2 		$19K Hold
700
– – ﹤0.01% 746
2022
Q1 		$27K Buy
+700
New +$23.8K ﹤0.01% 685

Other funds holding GDX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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

Bartlett & Co's GDX Position: Q4 2023 in Review

Bartlett & Co held its VanEck Gold Miners ETF (GDX) position steady in Q4 2023 at 800 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Bartlett & Co first reported a position in GDX in Q1 2022 and has held it in 5 quarters since. The position peaked at $27K in Q1 2022. 779 funds tracked by Wall St. Rank hold GDX as of Q4 2023.

  • Bartlett & Co held 800 shares of VanEck Gold Miners ETF worth $25K as of Q4 2023.
  • Bartlett & Co left its VanEck Gold Miners ETF share count unchanged in Q4 2023.
  • VanEck Gold Miners ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #832 holding.
  • Bartlett & Co first reported a position in VanEck Gold Miners ETF in Q1 2022 and has held it in 5 quarters since.
  • Bartlett & Co's VanEck Gold Miners ETF position peaked at $27K in Q1 2022.
  • 779 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.