Ironwood Investment Management’s VanEck Gold Miners ETF GDX Stock Holding History

Ironwood Investment 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
2022 Q4	–	Sell	-19,161	Closed	-$462K	–	166
2022 Q3	$462K	Buy	19,161 +3,136	+20%	+$79.3K	0.32%	101
2022 Q2	$439K	Buy	16,025 +252	+2%	+$8.5K	0.29%	105
2022 Q1	$605K	Buy	15,773 +2,198	+16%	+$74.7K	0.33%	101
2021 Q4	$435K	Buy	13,575 +146	+1%	+$4.66K	0.22%	125
2021 Q3	$396K	Sell	13,429 -217	-2%	-$7.07K	0.21%	126
2021 Q2	$464K	Buy	13,646 +835	+7%	+$30.5K	0.23%	123
2021 Q1	$416K	Buy	12,811 +473	+4%	+$16.1K	0.22%	128
2020 Q4	$444K	Sell	12,338 -31	-0.3%	-$1.16K	0.26%	120
2020 Q3	$484K	Buy	12,369 +1,996	+19%	+$81.4K	0.35%	104
2020 Q2	$380K	Buy	+10,373	New	+$341K	0.3%	116

Other funds holding GDX

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Ironwood Investment Management's GDX Position: Q4 2022 in Review

Ironwood Investment Management sold out of VanEck Gold Miners ETF (GDX) in Q4 2022, closing a stake of 19,161 shares — an estimated $462K sold.

Ironwood Investment Management first reported a position in GDX in Q2 2020 and held it in 10 quarters. The position peaked at $605K in Q1 2022. 704 funds tracked by Wall St. Rank hold GDX as of Q4 2022.

Ironwood Investment Management reported no remaining VanEck Gold Miners ETF position as of Q4 2022 after selling out during the quarter.
Ironwood Investment Management sold 19,161 VanEck Gold Miners ETF shares in Q4 2022, an estimated $462K.
Ironwood Investment Management first reported a position in VanEck Gold Miners ETF in Q2 2020 and held it in 10 quarters.
Ironwood Investment Management's VanEck Gold Miners ETF position peaked at $605K in Q1 2022.
704 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2022.

Based on Ironwood Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.