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

Dogwood 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
2024
Q2 		– Sell
-800
Closed -$25.3K – 629
2024
Q1 		$25.3K Buy
+800
New +$22.7K 0.02% 148

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Dogwood Wealth Management's GDX Position: Q2 2024 in Review

Dogwood Wealth Management sold out of VanEck Gold Miners ETF (GDX) in Q2 2024, closing a stake of 800 shares — an estimated $25.3K sold.

Dogwood Wealth Management first reported a position in GDX in Q1 2024 and held it in 1 quarter. The position peaked at $25.3K in Q1 2024. 795 funds tracked by Wall St. Rank hold GDX as of Q2 2024.

  • Dogwood Wealth Management reported no remaining VanEck Gold Miners ETF position as of Q2 2024 after selling out during the quarter.
  • Dogwood Wealth Management sold 800 VanEck Gold Miners ETF shares in Q2 2024, an estimated $25.3K.
  • Dogwood Wealth Management first reported a position in VanEck Gold Miners ETF in Q1 2024 and held it in 1 quarter.
  • Dogwood Wealth Management's VanEck Gold Miners ETF position peaked at $25.3K in Q1 2024.
  • 795 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2024.

Based on Dogwood Wealth Management's 13F filing for Q2 2024, filed 4 Mar 2025.