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

Executive 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	–	Sell	-5,196	Closed	-$207K	–	264
2024 Q3	$207K	Buy	+5,196	New	+$197K	0.02%	251
2019 Q3	–	Sell	-500	Closed	-$13K	–	379
2019 Q2	$13K	Hold	500	–	–	﹤0.01%	561
2019 Q1	$11K	Sell	500 -46	-8%	-$1.01K	﹤0.01%	530
2018 Q4	$12K	Buy	+546	New	+$10.7K	﹤0.01%	522

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

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

Executive Wealth Management sold out of VanEck Gold Miners ETF (GDX) in Q4 2024, closing a stake of 5,196 shares — an estimated $207K sold.

Executive Wealth Management first reported a position in GDX in Q4 2018 and held it in 4 quarters. The position peaked at $207K in Q3 2024. 835 funds tracked by Wall St. Rank hold GDX as of Q4 2024.

Executive Wealth Management reported no remaining VanEck Gold Miners ETF position as of Q4 2024 after selling out during the quarter.
Executive Wealth Management sold 5,196 VanEck Gold Miners ETF shares in Q4 2024, an estimated $207K.
Executive Wealth Management first reported a position in VanEck Gold Miners ETF in Q4 2018 and held it in 4 quarters.
Executive Wealth Management's VanEck Gold Miners ETF position peaked at $207K in Q3 2024.
835 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2024.

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