Planned Solutions’s VanEck Gold Miners ETF GDX Stock Holding History

Planned 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	-298	Closed	-$11.9K	–	302
2024 Q3	$11.9K	Buy	+298	New	+$11.3K	﹤0.01%	431
2024 Q1	–	Sell	-198	Closed	-$6.14K	–	257
2023 Q4	$6.14K	Buy	+198	New	+$5.79K	﹤0.01%	462
2021 Q1	–	Sell	-198	Closed	-$7K	–	190
2020 Q4	$7K	Hold	198	–	–	0.01%	349
2020 Q3	$8K	Buy	+198	New	+$8.07K	0.01%	265

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

Planned Solutions's GDX Position: Q4 2024 in Review

Planned Solutions sold out of VanEck Gold Miners ETF (GDX) in Q4 2024, closing a stake of 298 shares — an estimated $11.9K sold.

Planned Solutions first reported a position in GDX in Q3 2020 and held it in 4 quarters. The position peaked at $11.9K in Q3 2024. 835 funds tracked by Wall St. Rank hold GDX as of Q4 2024.

Planned Solutions reported no remaining VanEck Gold Miners ETF position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 298 VanEck Gold Miners ETF shares in Q4 2024, an estimated $11.9K.
Planned Solutions first reported a position in VanEck Gold Miners ETF in Q3 2020 and held it in 4 quarters.
Planned Solutions's VanEck Gold Miners ETF position peaked at $11.9K in Q3 2024.
835 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.