Enterprise Bank & Trust’s VanEck Gold Miners ETF GDX Stock Holding History

Enterprise Bank & Trust’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
2024 Q2	–	Sell	-9,200	Closed	-$291K	–	125
2024 Q1	$291K	Buy	9,200 +806	+10%	+$22.9K	0.1%	105
2023 Q4	$260K	Sell	8,394 -2,078	-20%	-$60.8K	0.09%	106
2023 Q3	$282K	Sell	10,472 -2,897	-22%	-$85.4K	0.12%	89
2023 Q2	$403K	Sell	13,369 -3,626	-21%	-$118K	0.15%	87
2023 Q1	$550K	Sell	16,995 -3,720	-18%	-$113K	0.24%	71
2022 Q4	$594K	Buy	+20,715	New	+$554K	0.28%	71

Other funds holding GDX

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Enterprise Bank & Trust's GDX Position: Q2 2024 in Review

Enterprise Bank & Trust sold out of VanEck Gold Miners ETF (GDX) in Q2 2024, closing a stake of 9,200 shares — an estimated $291K sold.

Enterprise Bank & Trust first reported a position in GDX in Q4 2022 and held it in 6 quarters. The position peaked at $594K in Q4 2022. 795 funds tracked by Wall St. Rank hold GDX as of Q2 2024.

Enterprise Bank & Trust reported no remaining VanEck Gold Miners ETF position as of Q2 2024 after selling out during the quarter.
Enterprise Bank & Trust sold 9,200 VanEck Gold Miners ETF shares in Q2 2024, an estimated $291K.
Enterprise Bank & Trust first reported a position in VanEck Gold Miners ETF in Q4 2022 and held it in 6 quarters.
Enterprise Bank & Trust's VanEck Gold Miners ETF position peaked at $594K in Q4 2022.
795 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2024.

Based on Enterprise Bank & Trust's 13F filing for Q2 2024, filed 10 Jul 2024.