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

Baystate Wealth Management’s Portfolio GDXJ Stock Details GDXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$100K	Buy	2,641 +26	+1%	+$918	0.01%	275
2023 Q3	$84.3K	Hold	2,615	–	–	0.01%	272
2023 Q2	$93.3K	Sell	2,615 -723	-22%	-$28.1K	0.01%	264
2023 Q1	$132K	Hold	3,338	–	–	0.01%	216
2022 Q4	$119K	Buy	3,338 +4	+0.1%	+$132	0.01%	236
2022 Q3	$98K	Hold	3,334	–	–	0.01%	233
2022 Q2	$107K	Hold	3,334	–	–	0.01%	226
2022 Q1	$156K	Hold	3,334	–	–	0.01%	194
2021 Q4	$140K	Buy	3,334 +13	+0.4%	+$557	0.01%	206
2021 Q3	$127K	Hold	3,321	–	–	0.01%	189
2021 Q2	$155K	Hold	3,321	–	–	0.02%	168
2021 Q1	$150K	Sell	3,321 -89	-3%	-$4.38K	0.02%	153
2020 Q4	$185K	Sell	3,410 -452	-12%	-$24.5K	0.02%	130
2020 Q3	$214K	Buy	3,862 +1	+0%	+$58	0.03%	113
2020 Q2	$191K	Sell	3,861 -1	-0%	-$42	0.02%	115
2020 Q1	$109K	Hold	3,862	–	–	0.01%	138
2019 Q4	$163K	Buy	3,862 +15	+0.4%	+$572	0.02%	129
2019 Q3	$139K	Buy	3,847 +1	+0%	+$39	0.02%	124
2019 Q2	$128K	Hold	3,846	–	–	0.02%	129
2019 Q1	$113K	Hold	3,846	–	–	0.02%	133
2018 Q4	$113K	Buy	3,846 +17	+0.4%	+$478	0.02%	125
2018 Q3	$105K	Hold	3,829	–	–	0.02%	127
2018 Q2	$125K	Hold	3,829	–	–	0.02%	111
2018 Q1	$126K	Hold	3,829	–	–	0.02%	110
2017 Q4	$132K	Hold	3,829	–	–	0.02%	108
2017 Q3	$134K	Hold	3,829	–	–	0.02%	100
2017 Q2	$125K	Hold	3,829	–	–	0.02%	99
2017 Q1	$146K	Hold	3,829	–	–	0.03%	95
2016 Q4	$131K	Buy	+3,829	New	+$139K	0.03%	91
2014 Q4	–	Sell	-6,577	Closed	-$221K	–	54
2014 Q3	$221K	Hold	6,577	–	–	0.07%	49
2014 Q2	$278K	Hold	6,577	–	–	0.09%	38
2014 Q1	$238K	Hold	6,577	–	–	0.09%	40
2013 Q4	$204K	Buy	+6,577	New	+$226K	0.09%	37

Other funds holding GDXJ

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Baystate Wealth Management increased its VanEck Junior Gold Miners ETF (GDXJ) stake by 0.99% in Q4 2023, buying an estimated $918 and bringing the position to 2,641 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #275.

Baystate Wealth Management first reported a position in GDXJ in Q4 2013 and has held it in 33 quarters since. The position peaked at $278K in Q2 2014. 301 funds tracked by Wall St. Rank hold GDXJ as of Q4 2023.

Baystate Wealth Management held 2,641 shares of VanEck Junior Gold Miners ETF worth $100K as of Q4 2023.
Baystate Wealth Management bought 26 VanEck Junior Gold Miners ETF shares in Q4 2023, an estimated $918.
VanEck Junior Gold Miners ETF made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #275 holding.
Baystate Wealth Management first reported a position in VanEck Junior Gold Miners ETF in Q4 2013 and has held it in 33 quarters since.
Baystate Wealth Management's VanEck Junior Gold Miners ETF position peaked at $278K in Q2 2014.
301 funds tracked by Wall St. Rank held VanEck Junior Gold Miners ETF as of Q4 2023.

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