Baystate Wealth Management’s VanEck Gold Miners ETF GDX Stock Holding History

Baystate Wealth Management’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	$6.31K	Buy	203 +53	+35%	+$1.55K	﹤0.01%	830
2023 Q3	$4.05K	Hold	150	–	–	﹤0.01%	707
2023 Q2	$4.53K	Buy	150 +47	+46%	+$1.53K	﹤0.01%	715
2023 Q1	$3.35K	Hold	103	–	–	﹤0.01%	758
2022 Q4	$3K	Buy	103 +2	+2%	+$53	﹤0.01%	734
2022 Q3	$2K	Hold	101	–	–	﹤0.01%	744
2022 Q2	$3K	Hold	101	–	–	﹤0.01%	711
2022 Q1	$4K	Hold	101	–	–	﹤0.01%	674
2021 Q4	$3K	Buy	+101	New	+$3.22K	﹤0.01%	709
2021 Q1	–	Sell	-990	Closed	-$36K	–	756
2020 Q4	$36K	Buy	+990	New	+$37K	﹤0.01%	285
2020 Q3	–	Sell	-66	Closed	-$2K	–	670
2020 Q2	$2K	Buy	+66	New	+$2.17K	﹤0.01%	544

Other funds holding GDX

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

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

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

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Baystate Wealth Management's GDX Position: Q4 2023 in Review

Baystate Wealth Management increased its VanEck Gold Miners ETF (GDX) stake by 35% in Q4 2023, buying an estimated $1.55K and bringing the position to 203 shares worth $6.31K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Baystate Wealth Management first reported a position in GDX in Q2 2020 and has held it in 11 quarters since. The position peaked at $36K in Q4 2020. 779 funds tracked by Wall St. Rank hold GDX as of Q4 2023.

Baystate Wealth Management held 203 shares of VanEck Gold Miners ETF worth $6.31K as of Q4 2023.
Baystate Wealth Management bought 53 VanEck Gold Miners ETF shares in Q4 2023, an estimated $1.55K.
VanEck Gold Miners ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #830 holding.
Baystate Wealth Management first reported a position in VanEck Gold Miners ETF in Q2 2020 and has held it in 11 quarters since.
Baystate Wealth Management's VanEck Gold Miners ETF position peaked at $36K in Q4 2020.
779 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.