Loring Wolcott & Coolidge Fiduciary Advisors’s VanEck Gold Miners ETF GDX Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q3	–	Sell	-5,000	Closed	-$151K	–	627
2023 Q2	$151K	Buy	+5,000	New	+$163K	﹤0.01%	321
2015 Q2	–	Sell	-1,400	Closed	-$26K	–	619
2015 Q1	$26K	Buy	+1,400	New	+$28.6K	﹤0.01%	495

Other funds holding GDX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's GDX Position: Q3 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of VanEck Gold Miners ETF (GDX) in Q3 2023, closing a stake of 5,000 shares — an estimated $151K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in GDX in Q1 2015 and held it in 2 quarters. The position peaked at $151K in Q2 2023. 707 funds tracked by Wall St. Rank hold GDX as of Q3 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining VanEck Gold Miners ETF position as of Q3 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 5,000 VanEck Gold Miners ETF shares in Q3 2023, an estimated $151K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VanEck Gold Miners ETF in Q1 2015 and held it in 2 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's VanEck Gold Miners ETF position peaked at $151K in Q2 2023.
707 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q3 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.