VitalStone Financial’s VanEck Gold Miners ETF GDX Stock Holding History

VitalStone Financial’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 Q3	$165K	Sell	4,143 -14	-0.3%	-$530	0.11%	113
2024 Q2	$141K	Sell	4,157 -462	-10%	-$15.8K	0.1%	126
2024 Q1	$146K	Sell	4,619 -24,644	-84%	-$700K	0.11%	117
2023 Q4	$907K	Sell	29,263 -5,280	-15%	-$155K	0.73%	25
2023 Q3	$941K	Sell	34,543 -19,940	-37%	-$588K	0.79%	26
2023 Q2	$1.74M	Buy	54,483 +54,324	+34,166%	+$1.77M	0.97%	14
2023 Q1	$5K	Sell	159 -55,755	-100%	-$1.69M	﹤0.01%	241
2022 Q4	$1.58M	Buy	+55,914	New	+$1.49M	1.08%	17

Other funds holding GDX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

CLGM

Capitolis Liquid Global Markets New York $15.7B AUM 30.78% 1-Year Est. Return

VitalStone Financial's GDX Position: Q3 2024 in Review

VitalStone Financial reduced its VanEck Gold Miners ETF (GDX) stake by 0.34% in Q3 2024, selling an estimated $530 and leaving 4,143 shares worth $165K. The position accounts for 0.11% of the portfolio, ranked #113.

VitalStone Financial first reported a position in GDX in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.74M in Q2 2023. 832 funds tracked by Wall St. Rank hold GDX as of Q3 2024.

VitalStone Financial held 4,143 shares of VanEck Gold Miners ETF worth $165K as of Q3 2024.
VitalStone Financial sold 14 VanEck Gold Miners ETF shares in Q3 2024, an estimated $530.
VanEck Gold Miners ETF made up 0.11% of VitalStone Financial's portfolio in Q3 2024, its #113 holding.
VitalStone Financial first reported a position in VanEck Gold Miners ETF in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's VanEck Gold Miners ETF position peaked at $1.74M in Q2 2023.
832 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.