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Northwest Financial Advisors’s VanEck Gold Miners ETF GDX Stock Holding History

Northwest Financial Advisors’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
Q4 		– Sell
-400
Closed -$15.9K – 265
2024
Q3 		$15.9K Buy
+400
New +$15.1K 0.01% 349

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwest Financial Advisors's GDX Position: Q4 2024 in Review

Northwest Financial Advisors sold out of VanEck Gold Miners ETF (GDX) in Q4 2024, closing a stake of 400 shares — an estimated $15.9K sold.

Northwest Financial Advisors first reported a position in GDX in Q3 2024 and held it in 1 quarter. The position peaked at $15.9K in Q3 2024. 839 funds tracked by Wall St. Rank hold GDX as of Q4 2024.

  • Northwest Financial Advisors reported no remaining VanEck Gold Miners ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 400 VanEck Gold Miners ETF shares in Q4 2024, an estimated $15.9K.
  • Northwest Financial Advisors first reported a position in VanEck Gold Miners ETF in Q3 2024 and held it in 1 quarter.
  • Northwest Financial Advisors's VanEck Gold Miners ETF position peaked at $15.9K in Q3 2024.
  • 839 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.