Steward Partners Investment Advisory’s VanEck Gold Miners ETF GDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.63M Sell
108,106
-13,760
-11% -$716K 0.04% 393
2025
Q1
$5.6M Sell
121,866
-32,149
-21% -$1.48M 0.05% 363
2024
Q4
$5.22M Buy
154,015
+8,435
+6% +$286K 0.05% 365
2024
Q3
$5.8M Buy
145,580
+892
+0.6% +$35.5K 0.05% 327
2024
Q2
$4.91M Buy
144,688
+72,648
+101% +$2.46M 0.05% 340
2024
Q1
$2.28M Buy
72,040
+4,904
+7% +$155K 0.03% 540
2023
Q4
$2.08M Buy
67,136
+2,133
+3% +$66.1K 0.03% 496
2023
Q3
$1.75M Sell
65,003
-1,304
-2% -$35.1K 0.03% 505
2023
Q2
$2M Sell
66,307
-31,558
-32% -$950K 0.03% 481
2023
Q1
$3.17M Sell
97,865
-2,051
-2% -$66.4K 0.05% 354
2022
Q4
$2.86M Buy
99,916
+25,413
+34% +$728K 0.05% 362
2022
Q3
$1.8M Sell
74,503
-116,084
-61% -$2.8M 0.03% 465
2022
Q2
$5.22M Buy
190,587
+64,668
+51% +$1.77M 0.1% 234
2022
Q1
$4.83M Buy
125,919
+48,383
+62% +$1.86M 0.07% 267
2021
Q4
$2.48M Buy
77,536
+2,498
+3% +$80K 0.04% 436
2021
Q3
$2.21M Sell
75,038
-67,768
-47% -$2M 0.04% 428
2021
Q2
$4.85M Buy
142,806
+13,585
+11% +$462K 0.08% 255
2021
Q1
$4.2M Sell
129,221
-57,073
-31% -$1.85M 0.07% 280
2020
Q4
$6.71M Sell
186,294
-76,505
-29% -$2.76M 0.15% 152
2020
Q3
$10.3M Buy
262,799
+440
+0.2% +$17.2K 0.26% 100
2020
Q2
$9.62M Buy
262,359
+84,919
+48% +$3.11M 0.27% 94
2020
Q1
$4.09M Buy
177,440
+14,544
+9% +$335K 0.15% 160
2019
Q4
$4.77M Sell
162,896
-8,728
-5% -$256K 0.14% 160
2019
Q3
$4.58M Buy
171,624
+127,006
+285% +$3.39M 0.15% 149
2019
Q2
$1.14M Sell
44,618
-111,157
-71% -$2.84M 0.04% 363
2019
Q1
$3.49M Buy
155,775
+2,888
+2% +$64.7K 0.15% 147
2018
Q4
$3.22M Buy
152,887
+87,824
+135% +$1.85M 0.16% 152
2018
Q3
$1.21M Buy
65,063
+17,781
+38% +$329K 0.06% 304
2018
Q2
$1.06M Buy
47,282
+1,558
+3% +$34.8K 0.06% 288
2018
Q1
$1.01M Sell
45,724
-35,781
-44% -$786K 0.07% 266
2017
Q4
$1.89M Buy
81,505
+72,836
+840% +$1.69M 0.14% 157
2017
Q3
$199K Buy
8,669
+4,813
+125% +$110K 0.02% 438
2017
Q2
$85K Sell
3,856
-100
-3% -$2.2K 0.01% 517
2017
Q1
$90K Buy
3,956
+450
+13% +$10.2K 0.01% 448
2016
Q4
$73K Buy
+3,506
New +$73K 0.03% 275