Carolinas Wealth Consulting’s VanEck Gold Miners ETF GDX Stock Holding History

Carolinas Wealth Consulting’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 Q3	–	Sell	-88	Closed	-$2.66K	–	1049
2023 Q2	$2.66K	Hold	88	–	–	﹤0.01%	777
2023 Q1	$2.86K	Sell	88 -1,472	-94%	-$44.5K	﹤0.01%	772
2022 Q4	$44.7K	Buy	1,560 +1,170	+300%	+$31.3K	0.01%	375
2022 Q3	$9K	Hold	390	–	–	﹤0.01%	579
2022 Q2	$11K	Buy	390 +100	+34%	+$3.37K	﹤0.01%	553
2022 Q1	$11K	Hold	290	–	–	﹤0.01%	597
2021 Q4	$9K	Sell	290 -36	-11%	-$1.15K	﹤0.01%	629
2021 Q3	$10K	Buy	326 +1	+0.3%	+$33	﹤0.01%	579
2021 Q2	$11K	Hold	325	–	–	﹤0.01%	596
2021 Q1	$11K	Hold	325	–	–	﹤0.01%	607
2020 Q4	$12K	Buy	325 +240	+282%	+$8.96K	﹤0.01%	553
2020 Q3	$3K	Buy	+85	New	+$3.46K	﹤0.01%	634

Other funds holding GDX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Carolinas Wealth Consulting's GDX Position: Q3 2023 in Review

Carolinas Wealth Consulting sold out of VanEck Gold Miners ETF (GDX) in Q3 2023, closing a stake of 88 shares — an estimated $2.66K sold.

Carolinas Wealth Consulting first reported a position in GDX in Q3 2020 and held it in 12 quarters. The position peaked at $44.7K in Q4 2022. 707 funds tracked by Wall St. Rank hold GDX as of Q3 2023.

Carolinas Wealth Consulting reported no remaining VanEck Gold Miners ETF position as of Q3 2023 after selling out during the quarter.
Carolinas Wealth Consulting sold 88 VanEck Gold Miners ETF shares in Q3 2023, an estimated $2.66K.
Carolinas Wealth Consulting first reported a position in VanEck Gold Miners ETF in Q3 2020 and held it in 12 quarters.
Carolinas Wealth Consulting's VanEck Gold Miners ETF position peaked at $44.7K in Q4 2022.
707 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q3 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2023, filed 14 Nov 2023.