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Thiel Macro’s VanEck Gold Miners ETF GDX Stock Holding History

Thiel Macro’s Portfolio GDX Stock Details GDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		– Hold
0
– – – 10
2017
Q4 		– Sell
-3,900,000
Closed -$89.5M – 4
2017
Q3 		$89.5M Buy
+3,900,000
New +$89.5M 11.11% 1