Yes Joe, Global X holdings in GGG have declined (by roughly 50% since November), as they have for their other uranium holdings across the board, though by proportionately less.
So, it seems like strategic rather than company-specific reductions, caused perhaps by disenchantment with the sector.
It would be good to know more on this.
We should remember too that GGG's value is mostly in REEs.
Global X Uranium ETF, page-3
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