Crown Wealth Group’s VanEck Gold Miners ETF GDX Stock Holding History

Crown Wealth Group’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
2024 Q4	–	Sell	-23,212	Closed	-$924K	–	117
2024 Q3	$924K	Buy	+23,212	New	+$879K	0.4%	41
2023 Q1	–	Sell	-8,000	Closed	-$229K	–	74
2022 Q4	$229K	Buy	+8,000	New	+$214K	0.22%	57
2022 Q1	–	Sell	-7,100	Closed	-$227K	–	108
2021 Q4	$227K	Buy	+7,100	New	+$227K	0.21%	66

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

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

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 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

Crown Wealth Group's GDX Position: Q4 2024 in Review

Crown Wealth Group sold out of VanEck Gold Miners ETF (GDX) in Q4 2024, closing a stake of 23,212 shares — an estimated $924K sold.

Crown Wealth Group first reported a position in GDX in Q4 2021 and held it in 3 quarters. The position peaked at $924K in Q3 2024. 835 funds tracked by Wall St. Rank hold GDX as of Q4 2024.

Crown Wealth Group reported no remaining VanEck Gold Miners ETF position as of Q4 2024 after selling out during the quarter.
Crown Wealth Group sold 23,212 VanEck Gold Miners ETF shares in Q4 2024, an estimated $924K.
Crown Wealth Group first reported a position in VanEck Gold Miners ETF in Q4 2021 and held it in 3 quarters.
Crown Wealth Group's VanEck Gold Miners ETF position peaked at $924K in Q3 2024.
835 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2024.

Based on Crown Wealth Group's 13F filing for Q4 2024, filed 5 Feb 2025.