Summit Wealth Partners’s VanEck Junior Gold Miners ETF GDXJ Stock Holding History

Summit Wealth Partners’s Portfolio GDXJ Stock Details GDXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-7,798	Closed	-$365K	–	172
2022 Q1	$365K	Sell	7,798 -317	-4%	-$13.6K	0.08%	115
2021 Q4	$340K	Sell	8,115 -2,475	-23%	-$106K	0.07%	118
2021 Q3	$406K	Sell	10,590 -3,470	-25%	-$149K	0.1%	102
2021 Q2	$657K	Sell	14,060 -2,819	-17%	-$142K	0.16%	79
2021 Q1	$760K	Sell	16,879 -6,668	-28%	-$328K	0.19%	64
2020 Q4	$1.28M	Buy	23,547 +1,078	+5%	+$58.4K	0.35%	46
2020 Q3	$1.24M	Buy	22,469 +8,098	+56%	+$467K	0.37%	47
2020 Q2	$713K	Buy	+14,371	New	+$608K	0.23%	69

Other funds holding GDXJ

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return

SPC

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Summit Wealth Partners's GDXJ Position: Q2 2022 in Review

Summit Wealth Partners sold out of VanEck Junior Gold Miners ETF (GDXJ) in Q2 2022, closing a stake of 7,798 shares — an estimated $365K sold.

Summit Wealth Partners first reported a position in GDXJ in Q2 2020 and held it in 8 quarters. The position peaked at $1.28M in Q4 2020. 252 funds tracked by Wall St. Rank hold GDXJ as of Q2 2022.

Summit Wealth Partners reported no remaining VanEck Junior Gold Miners ETF position as of Q2 2022 after selling out during the quarter.
Summit Wealth Partners sold 7,798 VanEck Junior Gold Miners ETF shares in Q2 2022, an estimated $365K.
Summit Wealth Partners first reported a position in VanEck Junior Gold Miners ETF in Q2 2020 and held it in 8 quarters.
Summit Wealth Partners's VanEck Junior Gold Miners ETF position peaked at $1.28M in Q4 2020.
252 funds tracked by Wall St. Rank held VanEck Junior Gold Miners ETF as of Q2 2022.

Based on Summit Wealth Partners's 13F filing for Q2 2022, filed 11 Sep 2024.