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Newport Wealth Strategies’s VanEck Gold Miners ETF GDX Stock Holding History

Newport Wealth Strategies’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
Q3 		$823K Buy
27,910
+1,330
+5% +$43.3K 0.5% 43
2021
Q2 		$903K Buy
+26,580
New +$971K 0.52% 39

Other funds holding GDX

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Newport Wealth Strategies's GDX Position: Q3 2021 in Review

Newport Wealth Strategies increased its VanEck Gold Miners ETF (GDX) stake by 5% in Q3 2021, buying an estimated $43.3K and bringing the position to 27,910 shares worth $823K. The position accounts for 0.5% of the portfolio, ranked #43.

Newport Wealth Strategies first reported a position in GDX in Q2 2021 and has held it in 2 quarters since. The position peaked at $903K in Q2 2021. 675 funds tracked by Wall St. Rank hold GDX as of Q3 2021.

  • Newport Wealth Strategies held 27,910 shares of VanEck Gold Miners ETF worth $823K as of Q3 2021.
  • Newport Wealth Strategies bought 1,330 VanEck Gold Miners ETF shares in Q3 2021, an estimated $43.3K.
  • VanEck Gold Miners ETF made up 0.5% of Newport Wealth Strategies's portfolio in Q3 2021, its #43 holding.
  • Newport Wealth Strategies first reported a position in VanEck Gold Miners ETF in Q2 2021 and has held it in 2 quarters since.
  • Newport Wealth Strategies's VanEck Gold Miners ETF position peaked at $903K in Q2 2021.
  • 675 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q3 2021.

Based on Newport Wealth Strategies's 13F filing for Q3 2021, filed 12 Nov 2021.