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

Dorchester 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
Q4 		$5.34M Sell
157,515
-1,660
-1% -$63.7K 1.07% 33
2024
Q3 		$6.34M Sell
159,175
-230
-0.1% -$8.71K 1.16% 35
2024
Q2 		$5.41M Sell
159,405
-6,200
-4% -$213K 1.05% 34
2024
Q1 		$5.24M Buy
165,605
+4,955
+3% +$141K 0.94% 37
2023
Q4 		$4.98M Buy
160,650
+1,920
+1% +$56.2K 0.92% 37
2023
Q3 		$4.27M Buy
158,730
+495
+0.3% +$14.6K 0.86% 37
2023
Q2 		$4.76M Sell
158,235
-1,505
-0.9% -$49K 0.97% 36
2023
Q1 		$5.17M Buy
159,740
+1,550
+1% +$46.9K 1.06% 34
2022
Q4 		$4.53M Sell
158,190
-3,300
-2% -$88.2K 1.07% 34
2022
Q3 		$3.9M Buy
161,490
+15,810
+11% +$400K 0.86% 41
2022
Q2 		$3.99M Buy
145,680
+3,995
+3% +$135K 0.79% 42
2022
Q1 		$6.79M Buy
141,685
+970
+0.7% +$33K 1.09% 33
2021
Q4 		$4.51M Buy
140,715
+980
+0.7% +$31.3K 0.89% 42
2021
Q3 		$4.12M Sell
139,735
-520
-0.4% -$16.9K 1.02% 39
2021
Q2 		$4.77M Buy
140,255
+1,230
+0.9% +$44.9K 1.09% 37
2021
Q1 		$4.52M Buy
139,025
+2,620
+2% +$89.3K 1.12% 34
2020
Q4 		$4.91M Buy
136,405
+10,790
+9% +$403K 1.3% 30
2020
Q3 		$4.92M Sell
125,615
-810
-0.6% -$33K 1.52% 27
2020
Q2 		$4.64M Buy
126,425
+111,790
+764% +$3.68M 1.47% 25
2020
Q1 		$337K Buy
14,635
+1,575
+12% +$43.1K 0.12% 89
2019
Q4 		$382K Buy
13,060
+3,785
+41% +$103K 0.11% 87
2019
Q3 		$248K Sell
9,275
-11,625
-56% -$325K 0.07% 109
2019
Q2 		$534K Buy
20,900
+8,500
+69% +$187K 0.16% 76
2019
Q1 		$278K Hold
12,400
– – 0.08% 105
2018
Q4 		$262K Hold
12,400
– – 0.09% 93
2018
Q3 		$230K Buy
12,400
+1,175
+10% +$23.5K 0.07% 101
2018
Q2 		$250K Hold
11,225
– – 0.08% 96
2018
Q1 		$247K Hold
11,225
– – 0.08% 92
2017
Q4 		$261K Buy
11,225
+1,925
+21% +$43.8K 0.08% 92
2017
Q3 		$214K Buy
+9,300
New +$215K 0.07% 95

Other funds holding GDX

Morgan Stanley
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
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dorchester Wealth Management's GDX Position: Q4 2024 in Review

Dorchester Wealth Management reduced its VanEck Gold Miners ETF (GDX) stake by 1% in Q4 2024, selling an estimated $63.7K and leaving 157,515 shares worth $5.34M. The position accounts for 1.07% of the portfolio, ranked #33.

Dorchester Wealth Management first reported a position in GDX in Q3 2017 and has held it in 30 quarters since. The position peaked at $6.79M in Q1 2022. 835 funds tracked by Wall St. Rank hold GDX as of Q4 2024.

  • Dorchester Wealth Management held 157,515 shares of VanEck Gold Miners ETF worth $5.34M as of Q4 2024.
  • Dorchester Wealth Management sold 1,660 VanEck Gold Miners ETF shares in Q4 2024, an estimated $63.7K.
  • VanEck Gold Miners ETF made up 1.07% of Dorchester Wealth Management's portfolio in Q4 2024, its #33 holding.
  • Dorchester Wealth Management first reported a position in VanEck Gold Miners ETF in Q3 2017 and has held it in 30 quarters since.
  • Dorchester Wealth Management's VanEck Gold Miners ETF position peaked at $6.79M in Q1 2022.
  • 835 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.