Van Hulzen Asset Management’s EMX Royalty EMX Stock Holding History

Van Hulzen Asset Management’s Portfolio EMX Stock Details EMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-23,500	Closed	-$47K	–	314
2023 Q1	$47K	Hold	23,500	–	–	﹤0.01%	297
2022 Q4	$44K	Hold	23,500	–	–	0.01%	280
2022 Q3	$44K	Hold	23,500	–	–	0.01%	279
2022 Q2	$43K	Hold	23,500	–	–	0.01%	293
2022 Q1	$51K	Hold	23,500	–	–	0.01%	305
2021 Q4	$53K	Hold	23,500	–	–	0.01%	301
2021 Q3	$60K	Hold	23,500	–	–	0.01%	277
2021 Q2	$70K	Hold	23,500	–	–	0.01%	270
2021 Q1	$70K	Hold	23,500	–	–	0.01%	260
2020 Q4	$79K	Hold	23,500	–	–	0.01%	292
2020 Q3	$62K	Hold	23,500	–	–	0.01%	260
2020 Q2	$51K	Hold	23,500	–	–	0.01%	259
2020 Q1	$32K	Hold	23,500	–	–	0.01%	245
2019 Q4	$39K	Hold	23,500	–	–	0.01%	277
2019 Q3	$32K	Hold	23,500	–	–	0.01%	262
2019 Q2	$29K	Hold	23,500	–	–	0.01%	260
2019 Q1	$27K	Buy	23,500 +5,000	+27%	+$5.91K	0.01%	235
2018 Q4	$21K	Buy	+18,500	New	+$22.4K	0.01%	216

Other funds holding EMX

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

EPIM

Equinox Partners Investment Management Stamford, Connecticut $212M AUM 153.42% 1-Year Est. Return

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

SBIA

Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Van Hulzen Asset Management's EMX Position: Q2 2023 in Review

Van Hulzen Asset Management sold out of EMX Royalty (EMX) in Q2 2023, closing a stake of 23,500 shares — an estimated $47K sold.

Van Hulzen Asset Management first reported a position in EMX in Q4 2018 and held it in 18 quarters. The position peaked at $79K in Q4 2020. 37 funds tracked by Wall St. Rank hold EMX as of Q2 2023.

Van Hulzen Asset Management reported no remaining EMX Royalty position as of Q2 2023 after selling out during the quarter.
Van Hulzen Asset Management sold 23,500 EMX Royalty shares in Q2 2023, an estimated $47K.
Van Hulzen Asset Management first reported a position in EMX Royalty in Q4 2018 and held it in 18 quarters.
Van Hulzen Asset Management's EMX Royalty position peaked at $79K in Q4 2020.
37 funds tracked by Wall St. Rank held EMX Royalty as of Q2 2023.

Based on Van Hulzen Asset Management's 13F filing for Q2 2023, filed 3 Aug 2023.