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

Circle 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
2025 Q1	–	Sell	-19,677	Closed	-$667K	–	222
2024 Q4	$667K	Sell	19,677 -4,299	-18%	-$165K	0.01%	146
2024 Q3	$955K	Hold	23,976	–	–	0.02%	120
2024 Q2	$814K	Hold	23,976	–	–	0.02%	116
2024 Q1	$758K	Hold	23,976	–	–	0.02%	118
2023 Q4	$743K	Sell	23,976 -16,136	-40%	-$472K	0.02%	108
2023 Q3	$1.08M	Buy	+40,112	New	+$1.18M	0.03%	81

Other funds holding GDX

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

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

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

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

Rafferty Asset Management New York $24.6B AUM 47.06% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Circle Wealth Management's GDX Position: Q1 2025 in Review

Circle Wealth Management sold out of VanEck Gold Miners ETF (GDX) in Q1 2025, closing a stake of 19,677 shares — an estimated $667K sold.

Circle Wealth Management first reported a position in GDX in Q3 2023 and held it in 6 quarters. The position peaked at $1.08M in Q3 2023. 890 funds tracked by Wall St. Rank hold GDX as of Q1 2025.

Circle Wealth Management reported no remaining VanEck Gold Miners ETF position as of Q1 2025 after selling out during the quarter.
Circle Wealth Management sold 19,677 VanEck Gold Miners ETF shares in Q1 2025, an estimated $667K.
Circle Wealth Management first reported a position in VanEck Gold Miners ETF in Q3 2023 and held it in 6 quarters.
Circle Wealth Management's VanEck Gold Miners ETF position peaked at $1.08M in Q3 2023.
890 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2025.

Based on Circle Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.