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Summit Financial Wealth Advisors’s VanEck Gold Miners ETF GDX Stock Holding History

Summit Financial Wealth Advisors’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
-8,600
Closed -$342K – 155
2024
Q3 		$342K Hold
8,600
– – 0.06% 108
2024
Q2 		$292K Sell
8,600
-1,800
-17% -$61.7K 0.06% 108
2024
Q1 		$329K Sell
10,400
-400
-4% -$11.4K 0.07% 97
2023
Q4 		$335K Hold
10,800
– – 0.08% 96
2023
Q3 		$309K Sell
10,800
-1,555
-13% -$45.8K 0.08% 92
2023
Q2 		$372K Hold
12,355
– – 0.09% 91
2023
Q1 		$400K Sell
12,355
-730
-6% -$22.1K 0.09% 90
2022
Q4 		$375K Sell
13,085
-6,100
-32% -$163K 0.09% 95
2022
Q3 		$476K Sell
19,185
-888
-4% -$22.5K 0.14% 75
2022
Q2 		$494K Sell
20,073
-2,550
-11% -$86K 0.12% 78
2022
Q1 		$868K Sell
22,623
-230
-1% -$7.81K 0.18% 58
2021
Q4 		$717K Buy
22,853
+1,895
+9% +$60.5K 0.14% 65
2021
Q3 		$618K Hold
20,958
– – 0.14% 70
2021
Q2 		$712K Buy
20,958
+11,908
+132% +$435K 0.16% 62
2021
Q1 		$326K Sell
9,050
-1,000
-10% -$34.1K 0.08% 82
2020
Q4 		$394K Buy
10,050
+3,000
+43% +$112K 0.11% 76
2020
Q3 		$272K Buy
+7,050
New +$287K 0.07% 98
2020
Q2 		– Sell
-10,045
Closed -$265K – 126
2020
Q1 		$265K Sell
10,045
-97,112
-91% -$2.66M 0.08% 98
2019
Q4 		$3.12M Sell
107,157
-6,075
-5% -$166K 0.76% 34
2019
Q3 		$3.05M Sell
113,232
-3,731
-3% -$104K 0.75% 36
2019
Q2 		$2.99M Sell
116,963
-11,747
-9% -$259K 0.73% 37
2019
Q1 		$2.84M Buy
+128,710
New +$2.83M 0.75% 41
2015
Q4 		– Sell
-175
Closed -$2K – 151
2015
Q3 		$2K Hold
175
– – ﹤0.01% 213
2015
Q2 		$3K Hold
175
– – ﹤0.01% 256
2015
Q1 		$4K Hold
175
– – ﹤0.01% 218
2014
Q4 		$3K Buy
+175
New +$3.38K ﹤0.01% 228

Other funds holding GDX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Summit Financial Wealth Advisors's GDX Position: Q4 2024 in Review

Summit Financial Wealth Advisors sold out of VanEck Gold Miners ETF (GDX) in Q4 2024, closing a stake of 8,600 shares — an estimated $342K sold.

Summit Financial Wealth Advisors first reported a position in GDX in Q4 2014 and held it in 26 quarters. The position peaked at $3.12M in Q4 2019. 838 funds tracked by Wall St. Rank hold GDX as of Q4 2024.

  • Summit Financial Wealth Advisors reported no remaining VanEck Gold Miners ETF position as of Q4 2024 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 8,600 VanEck Gold Miners ETF shares in Q4 2024, an estimated $342K.
  • Summit Financial Wealth Advisors first reported a position in VanEck Gold Miners ETF in Q4 2014 and held it in 26 quarters.
  • Summit Financial Wealth Advisors's VanEck Gold Miners ETF position peaked at $3.12M in Q4 2019.
  • 838 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2024.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.