Lake Street Private Wealth’s VanEck Gold Miners ETF GDX Stock Holding History

Lake Street Private Wealth’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
2024 Q3	–	Sell	-18,012	Closed	-$611K	–	281
2024 Q2	$611K	Sell	18,012 -1,701	-9%	-$58.3K	0.08%	198
2024 Q1	$623K	Sell	19,713 -40	-0.2%	-$1.14K	0.09%	200
2023 Q4	$613K	Sell	19,753 -3,994	-17%	-$117K	0.1%	187
2023 Q3	$642K	Sell	23,747 -7,567	-24%	-$223K	0.12%	162
2023 Q2	$943K	Sell	31,314 -5,951	-16%	-$194K	0.17%	132
2023 Q1	$1.21M	Sell	37,265 -5,598	-13%	-$169K	0.22%	114
2022 Q4	$1.23M	Sell	42,863 -6,688	-13%	-$179K	0.25%	111
2022 Q3	$1.2M	Sell	49,551 -5,405	-10%	-$137K	0.27%	100
2022 Q2	$1.5M	Sell	54,956 -6,222	-10%	-$210K	0.32%	93
2022 Q1	$2.35M	Sell	61,178 -556	-0.9%	-$18.9K	0.42%	70
2021 Q4	$1.98M	Buy	+61,734	New	+$1.97M	0.35%	82

Other funds holding GDX

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CLGM

Capitolis Liquid Global Markets New York $15.7B AUM 30.78% 1-Year Est. Return

Lake Street Private Wealth's GDX Position: Q3 2024 in Review

Lake Street Private Wealth sold out of VanEck Gold Miners ETF (GDX) in Q3 2024, closing a stake of 18,012 shares — an estimated $611K sold.

Lake Street Private Wealth first reported a position in GDX in Q4 2021 and held it in 11 quarters. The position peaked at $2.35M in Q1 2022. 832 funds tracked by Wall St. Rank hold GDX as of Q3 2024.

Lake Street Private Wealth reported no remaining VanEck Gold Miners ETF position as of Q3 2024 after selling out during the quarter.
Lake Street Private Wealth sold 18,012 VanEck Gold Miners ETF shares in Q3 2024, an estimated $611K.
Lake Street Private Wealth first reported a position in VanEck Gold Miners ETF in Q4 2021 and held it in 11 quarters.
Lake Street Private Wealth's VanEck Gold Miners ETF position peaked at $2.35M in Q1 2022.
832 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q3 2024.

Based on Lake Street Private Wealth's 13F filing for Q3 2024, filed 22 Oct 2024.