Caldwell Trust’s VanEck Gold Miners ETF GDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$99.3K Hold
2025
Q2
$67.7K Hold
2025
Q1
$59.8K Sell
2024
Q4
$52.6K Sell
2024
Q3
$71.7K Buy
2024
Q2
$27.1K Hold
2024
Q1
$25.3K Sell
2023
Q4
$68.2K Buy
2023
Q3
$5.38K Hold
2023
Q2
$6.02K Hold
2023
Q1
$6.47K Hold
2022
Q4
$5.73K Hold
2022
Q3
$4.82K Hold
2022
Q2
$5.48K Hold
2022
Q1
$7.67K Hold
2021
Q4
$6.41K Hold
2021
Q3
$5.89K Hold
2021
Q2
$6.8K Hold
2021
Q1
$6.5K Hold
2020
Q4
$7.2K Hold
2020
Q3
$7.83K Sell
2020
Q2
$11K Hold
2020
Q1
$6.91K Hold
2019
Q4
$8.78K Buy