InterOcean Capital Group’s VanEck Gold Miners ETF GDX Stock Holding History

InterOcean Capital Group’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 Q1	$5.14M	Sell	162,700 -28,457	-15%	-$809K	0.12%	107
2023 Q4	$5.93M	Sell	191,157 -26,571	-12%	-$778K	0.16%	92
2023 Q3	$5.86M	Sell	217,728 -18,382	-8%	-$542K	0.18%	86
2023 Q2	$7.11M	Sell	236,110 -13,058	-5%	-$425K	0.22%	72
2023 Q1	$8.06M	Buy	249,168 +216,570	+664%	+$6.55M	0.27%	75
2022 Q4	$934K	Sell	32,598 -282,559	-90%	-$7.55M	0.03%	188
2022 Q3	$7.6M	Buy	315,157 +60,488	+24%	+$1.53M	0.31%	67
2022 Q2	$6.97M	Buy	+254,669	New	+$8.59M	0.28%	70

Other funds holding GDX

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

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

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

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

SPC

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

InterOcean Capital Group's GDX Position: Q1 2024 in Review

InterOcean Capital Group reduced its VanEck Gold Miners ETF (GDX) stake by 15% in Q1 2024, selling an estimated $809K and leaving 162,700 shares worth $5.14M. The position accounts for 0.12% of the portfolio, ranked #107.

InterOcean Capital Group first reported a position in GDX in Q2 2022 and has held it in 8 quarters since. The position peaked at $8.06M in Q1 2023. 781 funds tracked by Wall St. Rank hold GDX as of Q1 2024.

InterOcean Capital Group held 162,700 shares of VanEck Gold Miners ETF worth $5.14M as of Q1 2024.
InterOcean Capital Group sold 28,457 VanEck Gold Miners ETF shares in Q1 2024, an estimated $809K.
VanEck Gold Miners ETF made up 0.12% of InterOcean Capital Group's portfolio in Q1 2024, its #107 holding.
InterOcean Capital Group first reported a position in VanEck Gold Miners ETF in Q2 2022 and has held it in 8 quarters since.
InterOcean Capital Group's VanEck Gold Miners ETF position peaked at $8.06M in Q1 2023.
781 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.