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Next Financial Group’s VanEck Gold Miners ETF GDX Stock Holding History

Next Financial 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
2021
Q4 		$67K Sell
2,112
-289
-12% -$9.22K ﹤0.01% 1339
2021
Q3 		$71K Buy
2,401
+515
+27% +$16.8K 0.01% 1263
2021
Q2 		$64K Sell
1,886
-1,587
-46% -$58K 0.01% 1290
2021
Q1 		$112K Sell
3,473
-974
-22% -$33.2K 0.01% 987
2020
Q4 		$160K Sell
4,447
-136
-3% -$5.08K 0.02% 794
2020
Q3 		$180K Buy
+4,583
New +$187K 0.02% 660
2020
Q2 		– Sell
-1,652
Closed -$38K – 1090
2020
Q1 		$38K Sell
1,652
-1,866
-53% -$51.1K ﹤0.01% 1075
2019
Q4 		$103K Sell
3,518
-25,316
-88% -$692K 0.01% 930
2019
Q3 		$770K Sell
28,834
-3,804
-12% -$106K 0.08% 271
2019
Q2 		$834K Buy
32,638
+11,177
+52% +$246K 0.09% 255
2019
Q1 		$481K Buy
21,461
+18,386
+598% +$404K 0.12% 123
2018
Q4 		$65K Buy
3,075
+105
+4% +$2.06K 0.01% 715
2018
Q3 		$55K Sell
2,970
-14,325
-83% -$286K 0.03% 520
2018
Q2 		$386K Sell
17,295
-2,452
-12% -$54.9K 0.15% 163
2018
Q1 		$434K Sell
19,747
-10,982
-36% -$248K 0.09% 239
2017
Q4 		$714K Sell
30,729
-1,186
-4% -$27K 0.31% 100
2017
Q3 		$761K Buy
31,915
+3,351
+12% +$77.4K 0.21% 111
2017
Q2 		$631K Buy
28,564
+8,700
+44% +$198K 0.15% 152
2017
Q1 		$442K Sell
19,864
-10,965
-36% -$255K 0.12% 188
2016
Q4 		$645K Sell
30,829
-11,368
-27% -$252K 0.11% 205
2016
Q3 		$1.11M Buy
42,197
+29,431
+231% +$845K 0.2% 119
2016
Q2 		$353K Buy
12,766
+9,016
+240% +$216K 0.11% 189
2016
Q1 		$74K Buy
3,750
+1,600
+74% +$27.5K 0.03% 512
2015
Q4 		$29K Sell
2,150
-4,760
-69% -$69.1K 0.01% 797
2015
Q3 		$94K Buy
6,910
+130
+2% +$1.88K 0.03% 446
2015
Q2 		$120K Sell
6,780
-9,100
-57% -$177K 0.04% 418
2015
Q1 		$289K Buy
15,880
+14,550
+1,094% +$297K 0.09% 235
2014
Q4 		$24K Sell
1,330
-7,115
-84% -$137K 0.01% 905
2014
Q3 		$180K Buy
+8,445
New +$216K 0.04% 483

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Next Financial Group's GDX Position: Q4 2021 in Review

Next Financial Group reduced its VanEck Gold Miners ETF (GDX) stake by 12% in Q4 2021, selling an estimated $9.22K and leaving 2,112 shares worth $67K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Next Financial Group first reported a position in GDX in Q3 2014 and has held it in 29 quarters since. The position peaked at $1.11M in Q3 2016. 698 funds tracked by Wall St. Rank hold GDX as of Q4 2021.

  • Next Financial Group held 2,112 shares of VanEck Gold Miners ETF worth $67K as of Q4 2021.
  • Next Financial Group sold 289 VanEck Gold Miners ETF shares in Q4 2021, an estimated $9.22K.
  • VanEck Gold Miners ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1339 holding.
  • Next Financial Group first reported a position in VanEck Gold Miners ETF in Q3 2014 and has held it in 29 quarters since.
  • Next Financial Group's VanEck Gold Miners ETF position peaked at $1.11M in Q3 2016.
  • 698 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.