Baldwin Wealth Partners’s VanEck Gold Miners ETF GDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $803K | Buy |
15,420
+2,965
| +24% | +$154K | 0.05% | 112 |
|
|
2025
Q1 | $573K | Buy |
+12,455
| New | +$573K | 0.04% | 133 |
|
|
2024
Q4 | – | Sell |
-4,875
| Closed | -$194K | – | 542 |
|
|
2024
Q3 | $194K | Buy |
4,875
+100
| +2% | +$3.98K | 0.01% | 331 |
|
|
2024
Q2 | $162K | Buy |
4,775
+2,035
| +74% | +$69K | 0.01% | 222 |
|
|
2024
Q1 | $86.6K | Hold |
2,740
| – | – | 0.01% | 288 |
|
|
2023
Q4 | $85K | Hold |
2,740
| – | – | 0.01% | 298 |
|
|
2023
Q3 | $73.7K | Sell |
2,740
-2,500
| -48% | -$67.3K | 0.01% | 344 |
|
|
2023
Q2 | $158K | Hold |
5,240
| – | – | 0.01% | 262 |
|
|
2023
Q1 | $170K | Buy |
5,240
+4,000
| +323% | +$129K | 0.01% | 251 |
|
|
2022
Q4 | $35.5K | Hold |
1,240
| – | – | ﹤0.01% | 461 |
|
|
2022
Q3 | $30K | Hold |
1,240
| – | – | ﹤0.01% | 395 |
|
|
2022
Q2 | $34K | Sell |
1,240
-280
| -18% | -$7.68K | ﹤0.01% | 406 |
|
|
2022
Q1 | $58K | Buy |
1,520
+740
| +95% | +$28.2K | 0.01% | 350 |
|
|
2021
Q4 | $25K | Hold |
780
| – | – | ﹤0.01% | 425 |
|
|
2021
Q3 | $23K | Hold |
780
| – | – | ﹤0.01% | 439 |
|
|
2021
Q2 | $27K | Hold |
780
| – | – | ﹤0.01% | 437 |
|
|
2021
Q1 | $25K | Buy |
+780
| New | +$25K | ﹤0.01% | 433 |
|
|
2017
Q4 | – | Sell |
-200
| Closed | -$5K | – | 482 |
|
|
2017
Q3 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 437 |
|
|
2017
Q1 | – | Sell |
-500
| Closed | -$10K | – | 510 |
|
|
2016
Q4 | $10K | Sell |
500
-8,000
| -94% | -$160K | ﹤0.01% | 441 |
|
|
2016
Q3 | $225K | Buy |
+8,500
| New | +$225K | 0.04% | 168 |
|