NewSquare Capital’s VanEck Gold Miners ETF GDX Stock Holding History

NewSquare Capital’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	-60	Closed	-$1.81K	–	700
2023 Q2	$1.81K	Hold	60	–	–	﹤0.01%	534
2023 Q1	$1.94K	Hold	60	–	–	﹤0.01%	574
2022 Q4	$1.72K	Buy	+60	New	+$1.6K	﹤0.01%	504
2016 Q1	–	Sell	-395	Closed	-$5K	–	405
2015 Q4	$5K	Hold	395	–	–	﹤0.01%	268
2015 Q3	$5K	Buy	+395	New	+$5.7K	﹤0.01%	251
2015 Q1	–	Sell	-1,150	Closed	-$21K	–	328
2014 Q4	$21K	Sell	1,150 -128,760	-99%	-$2.49M	0.01%	206
2014 Q3	$2.77M	Sell	129,910 -11,390	-8%	-$291K	0.99%	38
2014 Q2	$3.74M	Buy	141,300 +17,670	+14%	+$424K	1.34%	28
2014 Q1	$2.92M	Buy	+123,630	New	+$3.04M	1.17%	33

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

NewSquare Capital's GDX Position: Q3 2023 in Review

NewSquare Capital sold out of VanEck Gold Miners ETF (GDX) in Q3 2023, closing a stake of 60 shares — an estimated $1.81K sold.

NewSquare Capital first reported a position in GDX in Q1 2014 and held it in 9 quarters. The position peaked at $3.74M in Q2 2014. 707 funds tracked by Wall St. Rank hold GDX as of Q3 2023.

NewSquare Capital reported no remaining VanEck Gold Miners ETF position as of Q3 2023 after selling out during the quarter.
NewSquare Capital sold 60 VanEck Gold Miners ETF shares in Q3 2023, an estimated $1.81K.
NewSquare Capital first reported a position in VanEck Gold Miners ETF in Q1 2014 and held it in 9 quarters.
NewSquare Capital's VanEck Gold Miners ETF position peaked at $3.74M in Q2 2014.
707 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q3 2023.

Based on NewSquare Capital's 13F filing for Q3 2023, filed 3 Nov 2023.