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MBL Wealth’s VanEck Gold Miners ETF GDX Stock Holding History

MBL 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
2023
Q4 		– Sell
-27,500
Closed -$740K – 189
2023
Q3 		$740K Buy
27,500
+160
+0.6% +$4.72K 0.1% 91
2023
Q2 		$823K Buy
27,340
+4,100
+18% +$134K 0.12% 83
2023
Q1 		$752K Buy
23,240
+440
+2% +$13.3K 0.12% 76
2022
Q4 		$653K Buy
+22,800
New +$609K 0.12% 84
2022
Q3 		– Sell
-17,683
Closed -$484K – 163
2022
Q2 		$484K Buy
17,683
+2,629
+17% +$88.7K 0.12% 94
2022
Q1 		$577K Buy
+15,054
New +$511K 0.14% 87
2021
Q1 		– Sell
-16,291
Closed -$587K – 157
2020
Q4 		$587K Buy
+16,291
New +$608K 0.23% 64

Other funds holding GDX

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

MBL Wealth's GDX Position: Q4 2023 in Review

MBL Wealth sold out of VanEck Gold Miners ETF (GDX) in Q4 2023, closing a stake of 27,500 shares — an estimated $740K sold.

MBL Wealth first reported a position in GDX in Q4 2020 and held it in 7 quarters. The position peaked at $823K in Q2 2023. 779 funds tracked by Wall St. Rank hold GDX as of Q4 2023.

  • MBL Wealth reported no remaining VanEck Gold Miners ETF position as of Q4 2023 after selling out during the quarter.
  • MBL Wealth sold 27,500 VanEck Gold Miners ETF shares in Q4 2023, an estimated $740K.
  • MBL Wealth first reported a position in VanEck Gold Miners ETF in Q4 2020 and held it in 7 quarters.
  • MBL Wealth's VanEck Gold Miners ETF position peaked at $823K in Q2 2023.
  • 779 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2023.

Based on MBL Wealth's 13F filing for Q4 2023, filed 18 Jan 2024.