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

Concentrum 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
2023
Q3 		– Sell
-8,216
Closed -$247K – 61
2023
Q2 		$247K Buy
+8,216
New +$268K 0.16% 51

Other funds holding GDX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Concentrum Wealth Management's GDX Position: Q3 2023 in Review

Concentrum Wealth Management sold out of VanEck Gold Miners ETF (GDX) in Q3 2023, closing a stake of 8,216 shares — an estimated $247K sold.

Concentrum Wealth Management first reported a position in GDX in Q2 2023 and held it in 1 quarter. The position peaked at $247K in Q2 2023. 708 funds tracked by Wall St. Rank hold GDX as of Q3 2023.

  • Concentrum Wealth Management reported no remaining VanEck Gold Miners ETF position as of Q3 2023 after selling out during the quarter.
  • Concentrum Wealth Management sold 8,216 VanEck Gold Miners ETF shares in Q3 2023, an estimated $247K.
  • Concentrum Wealth Management first reported a position in VanEck Gold Miners ETF in Q2 2023 and held it in 1 quarter.
  • Concentrum Wealth Management's VanEck Gold Miners ETF position peaked at $247K in Q2 2023.
  • 708 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q3 2023.

Based on Concentrum Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.