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

StrategIQ 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
2023 Q4	$3.37M	Buy	108,555 +2,142	+2%	+$62.7K	0.38%	61
2023 Q3	$2.86M	Buy	106,413 +495	+0.5%	+$14.6K	0.33%	70
2023 Q2	$3.19M	Buy	105,918 +4,583	+5%	+$149K	0.36%	61
2023 Q1	$3.28M	Sell	101,335 -10,794	-10%	-$326K	0.38%	62
2022 Q4	$3.21M	Sell	112,129 -5,697	-5%	-$152K	0.37%	62
2022 Q3	$2.84M	Buy	117,826 +1,895	+2%	+$47.9K	0.36%	64
2022 Q2	$3.17M	Buy	115,931 +7,755	+7%	+$262K	0.38%	58
2022 Q1	$4.15M	Sell	108,176 -523	-0.5%	-$17.8K	0.45%	55
2021 Q4	$3.48M	Sell	108,699 -5,006	-4%	-$160K	0.35%	64
2021 Q3	$3.35M	Buy	113,705 +6,135	+6%	+$200K	0.67%	41
2021 Q2	$3.65M	Buy	107,570 +2,450	+2%	+$89.5K	0.72%	38
2021 Q1	$3.42M	Buy	105,120 +6,318	+6%	+$215K	0.72%	38
2020 Q4	$3.56M	Buy	98,802 +38,776	+65%	+$1.45M	0.8%	36
2020 Q3	$2.35M	Buy	60,026 +7,750	+15%	+$316K	0.59%	43
2020 Q2	$1.92M	Sell	52,276 -7,381	-12%	-$243K	0.52%	47
2020 Q1	$1.37M	Buy	59,657 +51,009	+590%	+$1.4M	0.43%	57
2019 Q4	$253K	Buy	+8,648	New	+$236K	0.07%	181
2019 Q3	–	Sell	-71,285	Closed	-$1.82M	–	197
2019 Q2	$1.82M	Buy	+71,285	New	+$1.57M	0.53%	46

Other funds holding GDX

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

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

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

StrategIQ Financial Group's GDX Position: Q4 2023 in Review

StrategIQ Financial Group increased its VanEck Gold Miners ETF (GDX) stake by 2% in Q4 2023, buying an estimated $62.7K and bringing the position to 108,555 shares worth $3.37M. The position accounts for 0.38% of the portfolio, ranked #61.

StrategIQ Financial Group first reported a position in GDX in Q2 2019 and has held it in 18 quarters since. The position peaked at $4.15M in Q1 2022. 779 funds tracked by Wall St. Rank hold GDX as of Q4 2023.

StrategIQ Financial Group held 108,555 shares of VanEck Gold Miners ETF worth $3.37M as of Q4 2023.
StrategIQ Financial Group bought 2,142 VanEck Gold Miners ETF shares in Q4 2023, an estimated $62.7K.
VanEck Gold Miners ETF made up 0.38% of StrategIQ Financial Group's portfolio in Q4 2023, its #61 holding.
StrategIQ Financial Group first reported a position in VanEck Gold Miners ETF in Q2 2019 and has held it in 18 quarters since.
StrategIQ Financial Group's VanEck Gold Miners ETF position peaked at $4.15M in Q1 2022.
779 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.