Personal CFO Solutions’s VanEck Gold Miners ETF GDX Stock Holding History

Personal CFO Solutions’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	-8,588	Closed	-$342K	–	521
2024 Q3	$342K	Hold	8,588	–	–	0.05%	365
2024 Q2	$291K	Buy	8,588 +1,001	+13%	+$34.3K	0.04%	394
2024 Q1	$240K	Buy	7,587 +34	+0.5%	+$966	0.04%	463
2023 Q4	$234K	Buy	7,553 +34	+0.5%	+$995	0.04%	443
2023 Q3	$202K	Hold	7,519	–	–	0.04%	434
2023 Q2	$226K	Hold	7,519	–	–	0.05%	415
2023 Q1	$243K	Hold	7,519	–	–	0.05%	378
2022 Q4	$215K	Buy	+7,519	New	+$201K	0.05%	401
2022 Q3	–	Sell	-7,619	Closed	-$209K	–	437
2022 Q2	$209K	Buy	7,619 +100	+1%	+$3.37K	0.05%	384
2022 Q1	$288K	Buy	7,519 +825	+12%	+$28K	0.06%	344
2021 Q4	$214K	Buy	+6,694	New	+$214K	0.04%	421

Other funds holding GDX

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 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

Personal CFO Solutions's GDX Position: Q4 2024 in Review

Personal CFO Solutions sold out of VanEck Gold Miners ETF (GDX) in Q4 2024, closing a stake of 8,588 shares — an estimated $342K sold.

Personal CFO Solutions first reported a position in GDX in Q4 2021 and held it in 11 quarters. The position peaked at $342K in Q3 2024. 835 funds tracked by Wall St. Rank hold GDX as of Q4 2024.

Personal CFO Solutions reported no remaining VanEck Gold Miners ETF position as of Q4 2024 after selling out during the quarter.
Personal CFO Solutions sold 8,588 VanEck Gold Miners ETF shares in Q4 2024, an estimated $342K.
Personal CFO Solutions first reported a position in VanEck Gold Miners ETF in Q4 2021 and held it in 11 quarters.
Personal CFO Solutions's VanEck Gold Miners ETF position peaked at $342K in Q3 2024.
835 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.