Institutional & Family Asset Management’s VanEck Gold Miners ETF GDX Stock Holding History

Institutional & Family Asset Management’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	–	Sell	-200	Closed	-$5.38K	–	725
2023 Q3	$5.38K	Hold	200	–	–	﹤0.01%	450
2023 Q2	$6.02K	Hold	200	–	–	﹤0.01%	453
2023 Q1	$6.47K	Buy	+200	New	+$6.05K	﹤0.01%	440
2020 Q4	–	Sell	-720	Closed	-$28K	–	890
2020 Q3	$28K	Sell	720 -8,435	-92%	-$344K	0.01%	358
2020 Q2	$336K	Buy	+9,155	New	+$301K	0.07%	132

Other funds holding GDX

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Institutional & Family Asset Management's GDX Position: Q4 2023 in Review

Institutional & Family Asset Management sold out of VanEck Gold Miners ETF (GDX) in Q4 2023, closing a stake of 200 shares — an estimated $5.38K sold.

Institutional & Family Asset Management first reported a position in GDX in Q2 2020 and held it in 5 quarters. The position peaked at $336K in Q2 2020. 779 funds tracked by Wall St. Rank hold GDX as of Q4 2023.

Institutional & Family Asset Management reported no remaining VanEck Gold Miners ETF position as of Q4 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 200 VanEck Gold Miners ETF shares in Q4 2023, an estimated $5.38K.
Institutional & Family Asset Management first reported a position in VanEck Gold Miners ETF in Q2 2020 and held it in 5 quarters.
Institutional & Family Asset Management's VanEck Gold Miners ETF position peaked at $336K in Q2 2020.
779 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2023.

Based on Institutional & Family Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.