Charter Oak Capital Management’s VanEck Gold Miners ETF GDX Stock Holding History

Charter Oak Capital 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
2022 Q3	–	Sell	-50	Closed	-$1K	–	428
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	874
2022 Q1	$2K	Hold	50	–	–	﹤0.01%	871
2021 Q4	$2K	Buy	+50	New	+$1.6K	﹤0.01%	777

Other funds holding GDX

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Charter Oak Capital Management's GDX Position: Q3 2022 in Review

Charter Oak Capital Management sold out of VanEck Gold Miners ETF (GDX) in Q3 2022, closing a stake of 50 shares — an estimated $1K sold.

Charter Oak Capital Management first reported a position in GDX in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q1 2022. 626 funds tracked by Wall St. Rank hold GDX as of Q3 2022.

Charter Oak Capital Management reported no remaining VanEck Gold Miners ETF position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 50 VanEck Gold Miners ETF shares in Q3 2022, an estimated $1K.
Charter Oak Capital Management first reported a position in VanEck Gold Miners ETF in Q4 2021 and held it in 3 quarters.
Charter Oak Capital Management's VanEck Gold Miners ETF position peaked at $2K in Q1 2022.
626 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.