Concord Wealth Partners’s VanEck Gold Miners ETF GDX Stock Holding History

Concord Wealth Partners’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	-481	Closed	-$16.3K	–	868
2024 Q4	$16.3K	Buy	481 +5	+1%	+$192	﹤0.01%	481
2024 Q3	$18.9K	Hold	476	–	–	﹤0.01%	479
2024 Q2	$16.1K	Hold	476	–	–	﹤0.01%	458
2024 Q1	$15K	Hold	476	–	–	﹤0.01%	525
2023 Q4	$14.8K	Buy	476 +8	+2%	+$234	﹤0.01%	520
2023 Q3	$12.6K	Hold	468	–	–	﹤0.01%	583
2023 Q2	$14.1K	Hold	468	–	–	﹤0.01%	555
2023 Q1	$15.1K	Hold	468	–	–	﹤0.01%	534
2022 Q4	$13.4K	Buy	+468	New	+$12.5K	﹤0.01%	594
2022 Q3	–	Sell	-461	Closed	-$13K	–	529
2022 Q2	$13K	Hold	461	–	–	﹤0.01%	629
2022 Q1	$18K	Hold	461	–	–	﹤0.01%	650
2021 Q4	$15K	Buy	+461	New	+$14.7K	﹤0.01%	697

Other funds holding GDX

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Concord Wealth Partners's GDX Position: Q1 2025 in Review

Concord Wealth Partners sold out of VanEck Gold Miners ETF (GDX) in Q1 2025, closing a stake of 481 shares — an estimated $16.3K sold.

Concord Wealth Partners first reported a position in GDX in Q4 2021 and held it in 12 quarters. The position peaked at $18.9K in Q3 2024. 892 funds tracked by Wall St. Rank hold GDX as of Q1 2025.

Concord Wealth Partners reported no remaining VanEck Gold Miners ETF position as of Q1 2025 after selling out during the quarter.
Concord Wealth Partners sold 481 VanEck Gold Miners ETF shares in Q1 2025, an estimated $16.3K.
Concord Wealth Partners first reported a position in VanEck Gold Miners ETF in Q4 2021 and held it in 12 quarters.
Concord Wealth Partners's VanEck Gold Miners ETF position peaked at $18.9K in Q3 2024.
892 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.