Carson Wealth (CWM LLC)’s VanEck Gold Miners ETF GDX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.17M Sell
41,677
-825
-2% -$43K 0.01% 918
2025
Q1
$1.95M Buy
42,502
+5,881
+16% +$270K 0.01% 840
2024
Q4
$1.24M Buy
36,621
+17,929
+96% +$608K 0.01% 966
2024
Q3
$744K Buy
18,692
+6,694
+56% +$266K ﹤0.01% 1172
2024
Q2
$407K Buy
11,998
+5,877
+96% +$199K ﹤0.01% 1273
2024
Q1
$194K Buy
6,121
+2,338
+62% +$74.1K ﹤0.01% 1528
2023
Q4
$117K Buy
3,783
+90
+2% +$2.78K ﹤0.01% 1654
2023
Q3
$99K Sell
3,693
-2,614
-41% -$70.1K ﹤0.01% 1634
2023
Q2
$190K Buy
6,307
+861
+16% +$25.9K ﹤0.01% 1271
2023
Q1
$176K Sell
5,446
-6,192
-53% -$200K ﹤0.01% 1242
2022
Q4
$334K Buy
11,638
+7,726
+197% +$222K ﹤0.01% 920
2022
Q3
$94K Sell
3,912
-2,187
-36% -$52.6K ﹤0.01% 1359
2022
Q2
$167K Buy
6,099
+1,806
+42% +$49.5K ﹤0.01% 1110
2022
Q1
$165K Sell
4,293
-606
-12% -$23.3K ﹤0.01% 1114
2021
Q4
$157K Buy
+4,899
New +$157K ﹤0.01% 1120
2021
Q2
$71K Hold
2,098
﹤0.01% 1256
2021
Q1
$71K Hold
2,098
﹤0.01% 1256
2020
Q4
$71K Hold
2,098
﹤0.01% 1256
2020
Q3
$71K Hold
2,098
﹤0.01% 1256
2020
Q2
$71K Hold
2,098
﹤0.01% 1256
2020
Q1
$71K Hold
2,098
﹤0.01% 1256
2019
Q4
$71K Hold
2,098
﹤0.01% 1256
2019
Q3
$71K Hold
2,098
﹤0.01% 1256
2019
Q2
$71K Hold
2,098
﹤0.01% 1256
2019
Q1
$71K Buy
2,098
+1,777
+554% +$60.1K ﹤0.01% 1256
2018
Q4
$7K Sell
321
-525
-62% -$11.4K ﹤0.01% 1435
2018
Q3
$16K Buy
846
+559
+195% +$10.6K ﹤0.01% 1009
2018
Q2
$6K Buy
+287
New +$6K ﹤0.01% 1143
2017
Q2
Sell
-460
Closed -$10K 1228
2017
Q1
$10K Buy
+460
New +$10K ﹤0.01% 749