Sugarloaf Wealth Management’s VanEck Gold Miners ETF GDX Stock Holding History

Sugarloaf Wealth Management’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	$17.7K	Buy	522 +6	+1%	+$230	﹤0.01%	418
2024 Q3	$20.6K	Hold	516	–	–	﹤0.01%	412
2024 Q2	$17.5K	Hold	516	–	–	﹤0.01%	416
2024 Q1	$16.3K	Hold	516	–	–	﹤0.01%	435
2023 Q4	$16K	Buy	516 +8	+2%	+$234	﹤0.01%	430
2023 Q3	$13.7K	Hold	508	–	–	﹤0.01%	432
2023 Q2	$15.3K	Sell	508 -519	-51%	-$16.9K	﹤0.01%	428
2023 Q1	$33.2K	Sell	1,027 -1	-0.1%	-$30	0.01%	336
2022 Q4	$29.4K	Buy	1,028 +16	+2%	+$428	0.01%	359
2022 Q3	$25K	Hold	1,012	–	–	0.01%	389
2022 Q2	$28K	Buy	1,012 +1	+0.1%	+$34	0.01%	367
2022 Q1	$39K	Sell	1,011 -1	-0.1%	-$34	0.01%	314
2021 Q4	$32K	Buy	1,012 +9	+0.9%	+$287	0.01%	361
2021 Q3	$30K	Sell	1,003 -100	-9%	-$3.26K	0.01%	350
2021 Q2	$37K	Sell	1,103 -1,724	-61%	-$63K	0.01%	317
2021 Q1	$208	Buy	2,827 +2,227	+371%	+$75.9K	0.06%	120
2020 Q4	$22K	Buy	+600	New	+$22.4K	0.01%	364
2020 Q3	–	Sell	-600	Closed	-$22K	–	693
2020 Q2	$22K	Hold	600	–	–	0.01%	337
2020 Q1	$14K	Sell	600 -14,985	-96%	-$410K	0.01%	387
2019 Q4	$456K	Buy	+15,585	New	+$426K	0.19%	79

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

Sugarloaf Wealth Management's GDX Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its VanEck Gold Miners ETF (GDX) stake by 1.2% in Q4 2024, buying an estimated $230 and bringing the position to 522 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Sugarloaf Wealth Management first reported a position in GDX in Q4 2019 and has held it in 20 quarters since. The position peaked at $456K in Q4 2019. 835 funds tracked by Wall St. Rank hold GDX as of Q4 2024.

Sugarloaf Wealth Management held 522 shares of VanEck Gold Miners ETF worth $17.7K as of Q4 2024.
Sugarloaf Wealth Management bought 6 VanEck Gold Miners ETF shares in Q4 2024, an estimated $230.
VanEck Gold Miners ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #418 holding.
Sugarloaf Wealth Management first reported a position in VanEck Gold Miners ETF in Q4 2019 and has held it in 20 quarters since.
Sugarloaf Wealth Management's VanEck Gold Miners ETF position peaked at $456K in Q4 2019.
835 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.