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Icon Wealth Partners’s VanEck Gold Miners ETF GDX Stock Holding History

Icon Wealth Partners’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
2018
Q3 		– Sell
-125
Closed -$3K – 432
2018
Q2 		$3K Buy
+125
New +$2.8K ﹤0.01% 787
2018
Q1 		– Sell
-125
Closed -$3K – 431
2017
Q4 		$3K Buy
+125
New +$2.85K ﹤0.01% 810

Other funds holding GDX

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EIM
Elephas Investment Management Hong Kong $367M AUM 189.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

Icon Wealth Partners's GDX Position: Q3 2018 in Review

Icon Wealth Partners sold out of VanEck Gold Miners ETF (GDX) in Q3 2018, closing a stake of 125 shares — an estimated $3K sold.

Icon Wealth Partners first reported a position in GDX in Q4 2017 and held it in 2 quarters. The position peaked at $3K in Q2 2018. 390 funds tracked by Wall St. Rank hold GDX as of Q3 2018.

  • Icon Wealth Partners reported no remaining VanEck Gold Miners ETF position as of Q3 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 125 VanEck Gold Miners ETF shares in Q3 2018, an estimated $3K.
  • Icon Wealth Partners first reported a position in VanEck Gold Miners ETF in Q4 2017 and held it in 2 quarters.
  • Icon Wealth Partners's VanEck Gold Miners ETF position peaked at $3K in Q2 2018.
  • 390 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q3 2018.

Based on Icon Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.