LGWM
GDX icon

Litman Gregory Wealth Management’s VanEck Gold Miners ETF GDX Stock Holding History

Litman Gregory 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
2018
Q2 		– Sell
-36
Closed -$1K – 127
2018
Q1 		$1K Buy
+36
New +$812 ﹤0.01% 164

Other funds holding GDX

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EIM
Elephas Investment Management Hong Kong $367M AUM 189.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

Litman Gregory Wealth Management's GDX Position: Q2 2018 in Review

Litman Gregory Wealth Management sold out of VanEck Gold Miners ETF (GDX) in Q2 2018, closing a stake of 36 shares — an estimated $1K sold.

Litman Gregory Wealth Management first reported a position in GDX in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 391 funds tracked by Wall St. Rank hold GDX as of Q2 2018.

  • Litman Gregory Wealth Management reported no remaining VanEck Gold Miners ETF position as of Q2 2018 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 36 VanEck Gold Miners ETF shares in Q2 2018, an estimated $1K.
  • Litman Gregory Wealth Management first reported a position in VanEck Gold Miners ETF in Q1 2018 and held it in 1 quarter.
  • Litman Gregory Wealth Management's VanEck Gold Miners ETF position peaked at $1K in Q1 2018.
  • 391 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2018.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2018, filed 9 Aug 2018.