Engrave Wealth Partners’s VanEck Gold Miners ETF GDX Stock Holding History

Engrave Wealth Partners’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	$6.37M	Buy	205,472 +1,380	+0.7%	+$40.4K	1.82%	15
2023 Q3	$5.49M	Buy	204,092 +56,819	+39%	+$1.68M	1.69%	16
2023 Q2	$4.43M	Buy	147,273 +13,275	+10%	+$433K	1.4%	15
2023 Q1	$4.53M	Sell	133,998 -146,211	-52%	-$4.42M	1.53%	14
2022 Q4	$8.75M	Buy	280,209 +113,046	+68%	+$3.02M	3.04%	12
2022 Q3	$4.03M	Sell	167,163 -3,604	-2%	-$91.1K	1.89%	13
2022 Q2	$4.68M	Buy	+170,767	New	+$5.76M	2.07%	14

Other funds holding GDX

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

SPC

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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Engrave Wealth Partners's GDX Position: Q4 2023 in Review

Engrave Wealth Partners increased its VanEck Gold Miners ETF (GDX) stake by 0.68% in Q4 2023, buying an estimated $40.4K and bringing the position to 205,472 shares worth $6.37M. The position accounts for 1.82% of the portfolio, ranked #15.

Engrave Wealth Partners first reported a position in GDX in Q2 2022 and has held it in 7 quarters since. The position peaked at $8.75M in Q4 2022. 779 funds tracked by Wall St. Rank hold GDX as of Q4 2023.

Engrave Wealth Partners held 205,472 shares of VanEck Gold Miners ETF worth $6.37M as of Q4 2023.
Engrave Wealth Partners bought 1,380 VanEck Gold Miners ETF shares in Q4 2023, an estimated $40.4K.
VanEck Gold Miners ETF made up 1.82% of Engrave Wealth Partners's portfolio in Q4 2023, its #15 holding.
Engrave Wealth Partners first reported a position in VanEck Gold Miners ETF in Q2 2022 and has held it in 7 quarters since.
Engrave Wealth Partners's VanEck Gold Miners ETF position peaked at $8.75M in Q4 2022.
779 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.