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

Institute for 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
2020 Q1	–	Sell	-330	Closed	-$10K	–	490
2019 Q4	$10K	Buy	+330	New	+$9.02K	﹤0.01%	600
2017 Q4	–	Sell	-21,118	Closed	-$485K	–	407
2017 Q3	$485K	Sell	21,118 -2,073	-9%	-$47.9K	0.16%	187
2017 Q2	$512K	Buy	+23,191	New	+$528K	0.14%	223
2014 Q4	–	Sell	-4,692	Closed	-$102K	–	36
2014 Q3	$102K	Sell	4,692 -56,404	-92%	-$1.44M	0.1%	37
2014 Q2	$1.62M	Buy	61,096 +9,326	+18%	+$224K	1.4%	20
2014 Q1	$1.22M	Sell	51,770 -85,515	-62%	-$2.1M	1.05%	29
2013 Q4	$2.9M	Sell	137,285 -1,492	-1%	-$34.5K	2.09%	16
2013 Q3	$3.47M	Sell	138,777 -6,661	-5%	-$177K	2.39%	19
2013 Q2	$3.56M	Buy	+145,438	New	+$4.25M	2.86%	12

Other funds holding GDX

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

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

Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Institute for Wealth Management's GDX Position: Q1 2020 in Review

Institute for Wealth Management sold out of VanEck Gold Miners ETF (GDX) in Q1 2020, closing a stake of 330 shares — an estimated $10K sold.

Institute for Wealth Management first reported a position in GDX in Q2 2013 and held it in 9 quarters. The position peaked at $3.56M in Q2 2013. 516 funds tracked by Wall St. Rank hold GDX as of Q1 2020.

Institute for Wealth Management reported no remaining VanEck Gold Miners ETF position as of Q1 2020 after selling out during the quarter.
Institute for Wealth Management sold 330 VanEck Gold Miners ETF shares in Q1 2020, an estimated $10K.
Institute for Wealth Management first reported a position in VanEck Gold Miners ETF in Q2 2013 and held it in 9 quarters.
Institute for Wealth Management's VanEck Gold Miners ETF position peaked at $3.56M in Q2 2013.
516 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.