Didnt get a note this quarter so this is all my calcs:
GDXJ:
Some of the "large cap" golds have fallen to the mid cap size. Its a curious case of still being big enough to stay in the GDX, but also small enough to enter the GDXJ. eg. BTO CN, ACA LN, NGD CN, SBGL US.
We might get some of these 'smaller' large caps entering the GDXJ which means everything else will need to be downweighted.
Been outflows from everything gold related. So they may need to sell some stock to meet redemptions
I am small short most golds except OGC. After they took over Romaco they'll need to readjust the shares on issue so gdx and gdxj will prob need to buy some. Not sure how much is pre-traded through...
GDX:
Apart from nothing small enough to get deleted this quarter... No idea
Didnt get a note this quarter so this is all my calcs: GDXJ:...
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