IBEX Wealth Advisors’s VanEck Gold Miners ETF GDX Stock Holding History

IBEX Wealth Advisors’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
2021 Q4	–	Sell	-200	Closed	-$6K	–	275
2021 Q3	$6K	Buy	+200	New	+$6.52K	﹤0.01%	385
2020 Q4	–	Sell	-10,609	Closed	-$415K	–	104
2020 Q3	$415K	Buy	10,609 +363	+4%	+$14.8K	0.12%	87
2020 Q2	$375K	Buy	10,246 +158	+2%	+$5.2K	0.12%	89
2020 Q1	$232K	Sell	10,088 -17,680	-64%	-$484K	0.09%	91
2019 Q4	$813K	Buy	+27,768	New	+$759K	0.25%	87
2019 Q3	–	Sell	-675	Closed	-$17K	–	183
2019 Q2	$17K	Buy	+675	New	+$14.9K	﹤0.01%	293

Other funds holding GDX

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

IBEX Wealth Advisors's GDX Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of VanEck Gold Miners ETF (GDX) in Q4 2021, closing a stake of 200 shares — an estimated $6K sold.

IBEX Wealth Advisors first reported a position in GDX in Q2 2019 and held it in 6 quarters. The position peaked at $813K in Q4 2019. 698 funds tracked by Wall St. Rank hold GDX as of Q4 2021.

IBEX Wealth Advisors reported no remaining VanEck Gold Miners ETF position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 200 VanEck Gold Miners ETF shares in Q4 2021, an estimated $6K.
IBEX Wealth Advisors first reported a position in VanEck Gold Miners ETF in Q2 2019 and held it in 6 quarters.
IBEX Wealth Advisors's VanEck Gold Miners ETF position peaked at $813K in Q4 2019.
698 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.