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Williams Jones Wealth Management’s VanEck Gold Miners ETF GDX Stock Holding History

Williams Jones Wealth Management’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
2020
Q4 		– Sell
-5,505
Closed -$216K – 476
2020
Q3 		$216K Sell
5,505
-3,740
-40% -$152K ﹤0.01% 385
2020
Q2 		$339K Buy
+9,245
New +$304K 0.01% 304

Other funds holding GDX

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Williams Jones Wealth Management's GDX Position: Q4 2020 in Review

Williams Jones Wealth Management sold out of VanEck Gold Miners ETF (GDX) in Q4 2020, closing a stake of 5,505 shares — an estimated $216K sold.

Williams Jones Wealth Management first reported a position in GDX in Q2 2020 and held it in 2 quarters. The position peaked at $339K in Q2 2020. 703 funds tracked by Wall St. Rank hold GDX as of Q4 2020.

  • Williams Jones Wealth Management reported no remaining VanEck Gold Miners ETF position as of Q4 2020 after selling out during the quarter.
  • Williams Jones Wealth Management sold 5,505 VanEck Gold Miners ETF shares in Q4 2020, an estimated $216K.
  • Williams Jones Wealth Management first reported a position in VanEck Gold Miners ETF in Q2 2020 and held it in 2 quarters.
  • Williams Jones Wealth Management's VanEck Gold Miners ETF position peaked at $339K in Q2 2020.
  • 703 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2020.

Based on Williams Jones Wealth Management's 13F filing for Q4 2020, filed 16 Feb 2021.