IWC
Integrated Wealth Concepts’s VanEck Gold Miners ETF GDX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.26M | Sell |
24,276
-4,635
| -16% | -$241K | 0.01% | 802 |
|
2025
Q1 | $1.33M | Buy |
28,911
+2,588
| +10% | +$119K | 0.02% | 707 |
|
2024
Q4 | $893K | Buy |
26,323
+348
| +1% | +$11.8K | 0.01% | 869 |
|
2024
Q3 | $1.03M | Sell |
25,975
-812
| -3% | -$32.3K | 0.01% | 788 |
|
2024
Q2 | $909K | Sell |
26,787
-1,782
| -6% | -$60.5K | 0.01% | 802 |
|
2024
Q1 | $903K | Buy |
28,569
+6,946
| +32% | +$220K | 0.01% | 800 |
|
2023
Q4 | $671K | Sell |
21,623
-42,682
| -66% | -$1.32M | 0.01% | 882 |
|
2023
Q3 | $1.73M | Sell |
64,305
-135,769
| -68% | -$3.65M | 0.03% | 498 |
|
2023
Q2 | $6.02M | Buy |
200,074
+147,008
| +277% | +$4.43M | 0.1% | 208 |
|
2023
Q1 | $1.72M | Buy |
53,066
+39,889
| +303% | +$1.29M | 0.04% | 460 |
|
2022
Q4 | $378K | Buy |
13,177
+27
| +0.2% | +$775 | 0.01% | 741 |
|
2022
Q3 | $317K | Buy |
13,150
+859
| +7% | +$20.7K | 0.01% | 716 |
|
2022
Q2 | $337K | Hold |
12,291
| – | – | 0.01% | 721 |
|
2022
Q1 | $471K | Sell |
12,291
-300
| -2% | -$11.5K | 0.01% | 584 |
|
2021
Q4 | $403K | Sell |
12,591
-1,740
| -12% | -$55.7K | 0.01% | 663 |
|
2021
Q3 | $422K | Buy |
+14,331
| New | +$422K | 0.01% | 614 |
|
2020
Q4 | – | Sell |
-36,543
| Closed | -$1.43M | – | 633 |
|
2020
Q3 | $1.43M | Buy |
36,543
+25,843
| +242% | +$1.01M | 0.09% | 163 |
|
2020
Q2 | $392K | Buy |
+10,700
| New | +$392K | 0.03% | 342 |
|
2020
Q1 | – | Sell |
-351,727
| Closed | -$10.3M | – | 440 |
|
2019
Q4 | $10.3M | Buy |
351,727
+182,622
| +108% | +$5.35M | 0.87% | 37 |
|
2019
Q3 | $4.52M | Buy |
169,105
+92,734
| +121% | +$2.48M | 0.51% | 50 |
|
2019
Q2 | $2.05M | Sell |
76,371
-12,832
| -14% | -$345K | 0.27% | 77 |
|
2019
Q1 | $2M | Buy |
+89,203
| New | +$2M | 0.34% | 67 |
|