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

BerganKDV 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 Q2	$392	Hold	13	–	–	﹤0.01%	831
2023 Q1	$421	Hold	13	–	–	﹤0.01%	987
2022 Q4	$373	Hold	13	–	–	﹤0.01%	979
2022 Q3	$0	Hold	13	–	–	﹤0.01%	1004
2022 Q2	$0	Hold	13	–	–	﹤0.01%	1001
2022 Q1	$0	Hold	13	–	–	﹤0.01%	1032
2021 Q4	$0	Hold	13	–	–	﹤0.01%	1081
2021 Q3	$0	Buy	+13	New	+$424	﹤0.01%	1060
2020 Q3	–	Sell	-1,987	Closed	-$73K	–	942
2020 Q2	$73K	Buy	1,987 +100	+5%	+$3.29K	0.01%	308
2020 Q1	$43K	Buy	1,887 +1,185	+169%	+$32.4K	0.01%	336
2019 Q4	$21K	Buy	+702	New	+$19.2K	﹤0.01%	439

Other funds holding GDX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BerganKDV Wealth Management's GDX Position: Q2 2023 in Review

BerganKDV Wealth Management held its VanEck Gold Miners ETF (GDX) position steady in Q2 2023 at 13 shares worth $392. The position accounts for ﹤0.01% of the portfolio, ranked #831.

BerganKDV Wealth Management first reported a position in GDX in Q4 2019 and has held it in 11 quarters since. The position peaked at $73K in Q2 2020. 732 funds tracked by Wall St. Rank hold GDX as of Q2 2023.

BerganKDV Wealth Management held 13 shares of VanEck Gold Miners ETF worth $392 as of Q2 2023.
BerganKDV Wealth Management left its VanEck Gold Miners ETF share count unchanged in Q2 2023.
VanEck Gold Miners ETF made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #831 holding.
BerganKDV Wealth Management first reported a position in VanEck Gold Miners ETF in Q4 2019 and has held it in 11 quarters since.
BerganKDV Wealth Management's VanEck Gold Miners ETF position peaked at $73K in Q2 2020.
732 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.