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

Summit Wealth Partners’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	-8,621	Closed	-$343K	–	213
2024 Q3	$343K	Buy	8,621 +298	+4%	+$11.3K	0.07%	179
2024 Q2	$282K	Buy	+8,323	New	+$285K	0.06%	187
2022 Q2	–	Sell	-8,815	Closed	-$338K	–	171
2022 Q1	$338K	Sell	8,815 -524	-6%	-$17.8K	0.08%	119
2021 Q4	$299K	Sell	9,339 -3,393	-27%	-$108K	0.06%	129
2021 Q3	$375K	Sell	12,732 -4,879	-28%	-$159K	0.09%	107
2021 Q2	$598K	Sell	17,611 -4,983	-22%	-$182K	0.14%	85
2021 Q1	$734K	Sell	22,594 -8,457	-27%	-$288K	0.19%	68
2020 Q4	$1.12M	Buy	31,051 +433	+1%	+$16.2K	0.3%	51
2020 Q3	$1.2M	Buy	30,618 +12,456	+69%	+$508K	0.36%	50
2020 Q2	$666K	Buy	+18,162	New	+$597K	0.22%	72

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

Summit Wealth Partners's GDX Position: Q4 2024 in Review

Summit Wealth Partners sold out of VanEck Gold Miners ETF (GDX) in Q4 2024, closing a stake of 8,621 shares — an estimated $343K sold.

Summit Wealth Partners first reported a position in GDX in Q2 2020 and held it in 10 quarters. The position peaked at $1.2M in Q3 2020. 835 funds tracked by Wall St. Rank hold GDX as of Q4 2024.

Summit Wealth Partners reported no remaining VanEck Gold Miners ETF position as of Q4 2024 after selling out during the quarter.
Summit Wealth Partners sold 8,621 VanEck Gold Miners ETF shares in Q4 2024, an estimated $343K.
Summit Wealth Partners first reported a position in VanEck Gold Miners ETF in Q2 2020 and held it in 10 quarters.
Summit Wealth Partners's VanEck Gold Miners ETF position peaked at $1.2M in Q3 2020.
835 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2024.

Based on Summit Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.