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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s VanEck Gold Miners ETF GDX Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-7
Closed -$287 – 490
2024
Q3 		$287 Sell
7
-363
-98% -$13.7K ﹤0.01% 361
2024
Q2 		$12.6K Hold
370
– – 0.01% 272
2024
Q1 		$11.7K Buy
+370
New +$10.5K 0.01% 271

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Morgan Stanley
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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 $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s GDX Position: Q4 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of VanEck Gold Miners ETF (GDX) in Q4 2024, closing a stake of 7 shares — an estimated $287 sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in GDX in Q1 2024 and held it in 3 quarters. The position peaked at $12.6K in Q2 2024. 835 funds tracked by Wall St. Rank hold GDX as of Q4 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining VanEck Gold Miners ETF position as of Q4 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 7 VanEck Gold Miners ETF shares in Q4 2024, an estimated $287.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VanEck Gold Miners ETF in Q1 2024 and held it in 3 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VanEck Gold Miners ETF position peaked at $12.6K in Q2 2024.
  • 835 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2024, filed 7 Aug 2026.