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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$850K Sell
16,326
-2,435
-13% -$127K 0.07% 293
2025
Q1
$861K Sell
18,761
-2,155
-10% -$99K 0.08% 278
2024
Q4
$709K Buy
20,916
+6,533
+45% +$222K 0.05% 349
2024
Q3
$576K Sell
14,383
-1,150
-7% -$46K 0.04% 422
2024
Q2
$527K Buy
15,533
+3,000
+24% +$102K 0.05% 374
2024
Q1
$396K Buy
12,533
+428
+4% +$13.5K 0.05% 407
2023
Q4
$375K Buy
+12,105
New +$375K 0.04% 411