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Cumberland Advisors’s VanEck Gold Miners ETF GDX Stock Holding History

Cumberland 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
2023
Q1 		– Sell
-358,110
Closed -$10.3M – 60
2022
Q4 		$10.3M Buy
+358,110
New +$9.57M 4.45% 8
2019
Q3 		– Sell
-530,860
Closed -$13.6M – 76
2019
Q2 		$13.6M Sell
530,860
-550
-0.1% -$12.1K 4.58% 8
2019
Q1 		$11.9M Buy
531,410
+28,340
+6% +$623K 4.13% 8
2018
Q4 		$10.6M Buy
503,070
+240,615
+92% +$4.72M 3.8% 9
2018
Q3 		$4.86M Buy
262,455
+26,265
+11% +$524K 3.25% 13
2018
Q2 		$5.27M Buy
236,190
+5,220
+2% +$117K 3.29% 12
2018
Q1 		$5.08M Sell
230,970
-1,295
-0.6% -$29.2K 3.11% 16
2017
Q4 		$5.4M Buy
232,265
+12,120
+6% +$276K 2.98% 16
2017
Q3 		$5.05M Sell
220,145
-21,970
-9% -$507K 3.1% 15
2017
Q2 		$5.35M Buy
242,115
+7,955
+3% +$181K 3.14% 11
2017
Q1 		$5.34M Buy
234,160
+93,030
+66% +$2.16M 3.35% 12
2016
Q4 		$2.95M Buy
+141,130
New +$3.13M 2.1% 18
2016
Q1 		– Sell
-209,730
Closed -$2.88M – 55
2015
Q4 		$2.88M Buy
+209,730
New +$3.05M 1.7% 20
2015
Q1 		– Sell
-121,380
Closed -$2.23M – 67
2014
Q4 		$2.23M Buy
+121,380
New +$2.35M 1.3% 24
2014
Q3 		– Sell
-76,680
Closed -$2.03M – 69
2014
Q2 		$2.03M Buy
+76,680
New +$1.84M 1.3% 30

Other funds holding GDX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 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
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cumberland Advisors's GDX Position: Q1 2023 in Review

Cumberland Advisors sold out of VanEck Gold Miners ETF (GDX) in Q1 2023, closing a stake of 358,110 shares — an estimated $10.3M sold.

Cumberland Advisors first reported a position in GDX in Q2 2014 and held it in 15 quarters. The position peaked at $13.6M in Q2 2019. 726 funds tracked by Wall St. Rank hold GDX as of Q1 2023.

  • Cumberland Advisors reported no remaining VanEck Gold Miners ETF position as of Q1 2023 after selling out during the quarter.
  • Cumberland Advisors sold 358,110 VanEck Gold Miners ETF shares in Q1 2023, an estimated $10.3M.
  • Cumberland Advisors first reported a position in VanEck Gold Miners ETF in Q2 2014 and held it in 15 quarters.
  • Cumberland Advisors's VanEck Gold Miners ETF position peaked at $13.6M in Q2 2019.
  • 726 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2023.

Based on Cumberland Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.