Ownership history in NWAM LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which NWAM LLC reported a position in VANECK ETF TRUST (GDXJ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π NWAM LLC outperformed the S&P 500 by +30.2% annually on this GDXJ position. Timing score: 50% (6/12 decisions correct). Average cost basis: $39.37. Maximum drawdown during holding period: β18.4%.
π₯ Exceptional β beat the S&P 500 by 30.2% per year on this position.
10 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
6 of 12 add/trim decisions correct
Best entry: $27.72 (2022 Q3) Β· Worst: $66.07 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 6 trims. Bought during 0 of 3 down-price quarters. π More buys than sells across the holding period.
π NWAM LLC has been actively increasing its GDXJ allocation β a bullish signal from insiders.
Currently 0.79% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size