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

Castle Rock 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
2020
Q3 		– Sell
-21,933
Closed -$977K – 181
2020
Q2 		$977K Buy
21,933
+15,373
+234% +$505K 0.57% 51
2020
Q1 		$231K Sell
6,560
-24,057
-79% -$658K 0.2% 106
2019
Q4 		$870K Buy
30,617
+13,944
+84% +$381K 0.78% 41
2019
Q3 		$437K Buy
+16,673
New +$466K 0.45% 83

Other funds holding GDX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

Castle Rock Wealth Management's GDX Position: Q3 2020 in Review

Castle Rock Wealth Management sold out of VanEck Gold Miners ETF (GDX) in Q3 2020, closing a stake of 21,933 shares — an estimated $977K sold.

Castle Rock Wealth Management first reported a position in GDX in Q3 2019 and held it in 4 quarters. The position peaked at $977K in Q2 2020. 668 funds tracked by Wall St. Rank hold GDX as of Q3 2020.

  • Castle Rock Wealth Management reported no remaining VanEck Gold Miners ETF position as of Q3 2020 after selling out during the quarter.
  • Castle Rock Wealth Management sold 21,933 VanEck Gold Miners ETF shares in Q3 2020, an estimated $977K.
  • Castle Rock Wealth Management first reported a position in VanEck Gold Miners ETF in Q3 2019 and held it in 4 quarters.
  • Castle Rock Wealth Management's VanEck Gold Miners ETF position peaked at $977K in Q2 2020.
  • 668 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q3 2020.

Based on Castle Rock Wealth Management's 13F filing for Q3 2020, filed 7 Dec 2020.