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

Avaii 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
2023
Q1 		– Sell
-14,539
Closed -$417K – 128
2022
Q4 		$417K Buy
14,539
+2,978
+26% +$79.6K 0.37% 62
2022
Q3 		$279K Buy
+11,561
New +$292K 0.29% 82

Other funds holding GDX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Avaii Wealth Management's GDX Position: Q1 2023 in Review

Avaii Wealth Management sold out of VanEck Gold Miners ETF (GDX) in Q1 2023, closing a stake of 14,539 shares — an estimated $417K sold.

Avaii Wealth Management first reported a position in GDX in Q3 2022 and held it in 2 quarters. The position peaked at $417K in Q4 2022. 726 funds tracked by Wall St. Rank hold GDX as of Q1 2023.

  • Avaii Wealth Management reported no remaining VanEck Gold Miners ETF position as of Q1 2023 after selling out during the quarter.
  • Avaii Wealth Management sold 14,539 VanEck Gold Miners ETF shares in Q1 2023, an estimated $417K.
  • Avaii Wealth Management first reported a position in VanEck Gold Miners ETF in Q3 2022 and held it in 2 quarters.
  • Avaii Wealth Management's VanEck Gold Miners ETF position peaked at $417K in Q4 2022.
  • 726 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2023.

Based on Avaii Wealth Management's 13F filing for Q1 2023, filed 10 Apr 2023.