HB
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Homrich & Berg’s VanEck Gold Miners ETF GDX Stock Holding History

Homrich & Berg’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
Q1 		– Sell
-6,230
Closed -$224K – 422
2020
Q4 		$224K Sell
6,230
-25,977
-81% -$970K 0.01% 363
2020
Q3 		$1.26M Buy
32,207
+1,550
+5% +$63.2K 0.04% 134
2020
Q2 		$1.12M Buy
30,657
+1,987
+7% +$65.3K 0.05% 129
2020
Q1 		$661K Sell
28,670
-3,140
-10% -$85.9K 0.04% 167
2019
Q4 		$931K Sell
31,810
-2,020
-6% -$55.2K 0.04% 164
2019
Q3 		$904K Sell
33,830
-120
-0.4% -$3.36K 0.05% 160
2019
Q2 		$868K Sell
33,950
-4,140
-11% -$91.2K 0.05% 161
2019
Q1 		$854K Sell
38,090
-1,600
-4% -$35.2K 0.04% 154
2018
Q4 		$837K Buy
39,690
+1,660
+4% +$32.5K 0.05% 139
2018
Q3 		$704K Buy
38,030
+3,620
+11% +$72.3K 0.04% 162
2018
Q2 		$768K Buy
34,410
+2,920
+9% +$65.4K 0.06% 154
2018
Q1 		$692K Buy
31,490
+450
+1% +$10.2K 0.05% 178
2017
Q4 		$721K Buy
+31,040
New +$706K 0.05% 163

Other funds holding GDX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return