RSWM
Robertson Stephens Wealth Management’s VanEck Gold Miners ETF GDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Hold |
8,005
| – | – | 0.01% | 395 |
|
|
2025
Q1 | $368K | Hold |
8,005
| – | – | 0.01% | 411 |
|
|
2024
Q4 | $271K | Hold |
8,005
| – | – | 0.01% | 483 |
|
|
2024
Q3 | $319K | Buy |
8,005
+1,505
| +23% | +$59.9K | 0.01% | 511 |
|
|
2024
Q2 | $221K | Buy |
+6,500
| New | +$221K | 0.01% | 460 |
|
|
2023
Q3 | – | Sell |
-6,891
| Closed | -$208K | – | 454 |
|
|
2023
Q2 | $208K | Sell |
6,891
-123
| -2% | -$3.7K | 0.01% | 403 |
|
|
2023
Q1 | $227K | Sell |
7,014
-3,130
| -31% | -$101K | 0.02% | 407 |
|
|
2022
Q4 | $291K | Sell |
10,144
-617
| -6% | -$17.7K | 0.03% | 334 |
|
|
2022
Q3 | $259K | Sell |
10,761
-13,685
| -56% | -$329K | 0.03% | 301 |
|
|
2022
Q2 | $669K | Sell |
24,446
-4,650
| -16% | -$127K | 0.06% | 203 |
|
|
2022
Q1 | $1.12M | Sell |
29,096
-13,431
| -32% | -$515K | 0.09% | 168 |
|
|
2021
Q4 | $1.36M | Sell |
42,527
-3,085
| -7% | -$98.8K | 0.11% | 146 |
|
|
2021
Q3 | $1.34M | Sell |
45,612
-2,842
| -6% | -$83.7K | 0.15% | 92 |
|
|
2021
Q2 | $1.65M | Buy |
48,454
+829
| +2% | +$28.2K | 0.2% | 85 |
|
|
2021
Q1 | $1.55M | Buy |
47,625
+15,148
| +47% | +$492K | 0.25% | 72 |
|
|
2020
Q4 | $1.17M | Buy |
32,477
+9,614
| +42% | +$346K | 0.24% | 78 |
|
|
2020
Q3 | $895K | Buy |
22,863
+378
| +2% | +$14.8K | 0.22% | 88 |
|
|
2020
Q2 | $824K | Buy |
+22,485
| New | +$824K | 0.24% | 77 |
|