Okabena Investment Services’s VanEck Gold Miners ETF GDX Stock Holding History

Okabena Investment Services’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 Q1	–	Sell	-11	Closed	-$714	–	214
2022 Q4	$714	Sell	11 -22,656	-100%	-$606K	﹤0.01%	212
2022 Q3	$547K	Hold	22,667	–	–	0.26%	77
2022 Q2	$621K	Hold	22,667	–	–	0.32%	67
2022 Q1	$869K	Hold	22,667	–	–	0.37%	71
2021 Q4	$726K	Hold	22,667	–	–	0.28%	73
2021 Q3	$668K	Hold	22,667	–	–	0.35%	58
2021 Q2	$770K	Hold	22,667	–	–	0.36%	55
2021 Q1	$737K	Hold	22,667	–	–	0.4%	52
2020 Q4	$816K	Hold	22,667	–	–	0.48%	56
2020 Q3	$888K	Hold	22,667	–	–	0.68%	50
2020 Q2	$831K	Hold	22,667	–	–	0.73%	47
2020 Q1	$522K	Hold	22,667	–	–	0.59%	53
2019 Q4	$664K	Buy	+22,667	New	+$620K	0.62%	49

Other funds holding GDX

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

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

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

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

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

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

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

SPC

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Okabena Investment Services's GDX Position: Q1 2023 in Review

Okabena Investment Services sold out of VanEck Gold Miners ETF (GDX) in Q1 2023, closing a stake of 11 shares — an estimated $714 sold.

Okabena Investment Services first reported a position in GDX in Q4 2019 and held it in 13 quarters. The position peaked at $888K in Q3 2020. 726 funds tracked by Wall St. Rank hold GDX as of Q1 2023.

Okabena Investment Services reported no remaining VanEck Gold Miners ETF position as of Q1 2023 after selling out during the quarter.
Okabena Investment Services sold 11 VanEck Gold Miners ETF shares in Q1 2023, an estimated $714.
Okabena Investment Services first reported a position in VanEck Gold Miners ETF in Q4 2019 and held it in 13 quarters.
Okabena Investment Services's VanEck Gold Miners ETF position peaked at $888K in Q3 2020.
726 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2023.

Based on Okabena Investment Services's 13F filing for Q1 2023, filed 15 May 2023.