Capstone Wealth Management Group (Pennsylvania)’s VanEck Gold Miners ETF GDX Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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
2024 Q3	–	Sell	-7,065	Closed	-$240K	–	74
2024 Q2	$240K	Sell	7,065 -2,636	-27%	-$90.3K	0.16%	64
2024 Q1	$307K	Sell	9,701 -30,455	-76%	-$865K	0.22%	63
2023 Q4	$1.25M	Buy	40,156 +3,382	+9%	+$99K	1.18%	22
2023 Q3	$990K	Buy	36,774 +4,133	+13%	+$122K	1.02%	26
2023 Q2	$983K	Buy	32,641 +8,840	+37%	+$288K	1.01%	26
2023 Q1	$770K	Buy	+23,801	New	+$720K	0.85%	24

Other funds holding GDX

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

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CLGM

Capitolis Liquid Global Markets New York $15.7B AUM 30.78% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s GDX Position: Q3 2024 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of VanEck Gold Miners ETF (GDX) in Q3 2024, closing a stake of 7,065 shares — an estimated $240K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in GDX in Q1 2023 and held it in 6 quarters. The position peaked at $1.25M in Q4 2023. 832 funds tracked by Wall St. Rank hold GDX as of Q3 2024.

Capstone Wealth Management Group (Pennsylvania) reported no remaining VanEck Gold Miners ETF position as of Q3 2024 after selling out during the quarter.
Capstone Wealth Management Group (Pennsylvania) sold 7,065 VanEck Gold Miners ETF shares in Q3 2024, an estimated $240K.
Capstone Wealth Management Group (Pennsylvania) first reported a position in VanEck Gold Miners ETF in Q1 2023 and held it in 6 quarters.
Capstone Wealth Management Group (Pennsylvania)'s VanEck Gold Miners ETF position peaked at $1.25M in Q4 2023.
832 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q3 2024.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q3 2024, filed 15 Oct 2024.