Simplicity Solutions’s VanEck Gold Miners ETF GDX Stock Holding History

Simplicity Solutions’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 Q4	$6.24M	Sell	201,198 -3,151	-2%	-$92.2K	0.17%	108
2023 Q3	$5.5M	Sell	204,349 -2,949	-1%	-$86.9K	0.18%	111
2023 Q2	$6.24M	Buy	207,298 +10,341	+5%	+$337K	0.17%	111
2023 Q1	$6.37M	Buy	+196,957	New	+$5.96M	0.17%	116
2021 Q1	–	Sell	-10,945	Closed	-$394K	–	675
2020 Q4	$394K	Sell	10,945 -5,593	-34%	-$209K	0.01%	731
2020 Q3	$648K	Sell	16,538 -19,180	-54%	-$782K	0.01%	583
2020 Q2	$1.31M	Buy	+35,718	New	+$1.17M	0.03%	398

Other funds holding GDX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

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

Simplicity Solutions's GDX Position: Q4 2023 in Review

Simplicity Solutions reduced its VanEck Gold Miners ETF (GDX) stake by 1.5% in Q4 2023, selling an estimated $92.2K and leaving 201,198 shares worth $6.24M. The position accounts for 0.17% of the portfolio, ranked #108.

Simplicity Solutions first reported a position in GDX in Q2 2020 and has held it in 7 quarters since. The position peaked at $6.37M in Q1 2023. 779 funds tracked by Wall St. Rank hold GDX as of Q4 2023.

Simplicity Solutions held 201,198 shares of VanEck Gold Miners ETF worth $6.24M as of Q4 2023.
Simplicity Solutions sold 3,151 VanEck Gold Miners ETF shares in Q4 2023, an estimated $92.2K.
VanEck Gold Miners ETF made up 0.17% of Simplicity Solutions's portfolio in Q4 2023, its #108 holding.
Simplicity Solutions first reported a position in VanEck Gold Miners ETF in Q2 2020 and has held it in 7 quarters since.
Simplicity Solutions's VanEck Gold Miners ETF position peaked at $6.37M in Q1 2023.
779 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.