Clear Perspective Advisors’s VanEck Gold Miners ETF GDX Stock Holding History

Clear Perspective Advisors’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
2021 Q4	$496K	Buy	15,488 +53	+0.3%	+$1.69K	0.15%	102
2021 Q3	$455K	Buy	15,435 +200	+1%	+$6.52K	0.16%	96
2021 Q2	$518K	Buy	15,235 +940	+7%	+$34.3K	0.18%	87
2021 Q1	$465K	Buy	14,295 +350	+3%	+$11.9K	0.18%	89
2020 Q4	$502K	Buy	+13,945	New	+$521K	0.21%	86
2019 Q4	–	Sell	-14,000	Closed	-$358K	–	137
2019 Q3	$358K	Hold	14,000	–	–	0.16%	103
2019 Q2	$358K	Hold	14,000	–	–	0.23%	97
2019 Q1	$314K	Hold	14,000	–	–	0.22%	105
2018 Q4	$295K	Sell	14,000 -8,000	-36%	-$157K	0.25%	101
2018 Q3	$407K	Hold	22,000	–	–	0.3%	97
2018 Q2	$491K	Hold	22,000	–	–	0.34%	82
2018 Q1	$484K	Hold	22,000	–	–	0.36%	78
2017 Q4	$511K	Buy	22,000 +12,000	+120%	+$273K	0.39%	75
2017 Q3	$230K	Hold	10,000	–	–	0.19%	122
2017 Q2	$221K	Buy	+10,000	New	+$227K	0.19%	118

Other funds holding GDX

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clear Perspective Advisors's GDX Position: Q4 2021 in Review

Clear Perspective Advisors increased its VanEck Gold Miners ETF (GDX) stake by 0.34% in Q4 2021, buying an estimated $1.69K and bringing the position to 15,488 shares worth $496K. The position accounts for 0.15% of the portfolio, ranked #102.

Clear Perspective Advisors first reported a position in GDX in Q2 2017 and has held it in 15 quarters since. The position peaked at $518K in Q2 2021. 698 funds tracked by Wall St. Rank hold GDX as of Q4 2021.

Clear Perspective Advisors held 15,488 shares of VanEck Gold Miners ETF worth $496K as of Q4 2021.
Clear Perspective Advisors bought 53 VanEck Gold Miners ETF shares in Q4 2021, an estimated $1.69K.
VanEck Gold Miners ETF made up 0.15% of Clear Perspective Advisors's portfolio in Q4 2021, its #102 holding.
Clear Perspective Advisors first reported a position in VanEck Gold Miners ETF in Q2 2017 and has held it in 15 quarters since.
Clear Perspective Advisors's VanEck Gold Miners ETF position peaked at $518K in Q2 2021.
698 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.