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WealthPlan Investment Management’s VanEck Gold Miners ETF GDX Stock Holding History

WealthPlan Investment 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
2023
Q1 		– Sell
-95,218
Closed -$2.82M – 484
2022
Q4 		$2.82M Buy
95,218
+2,073
+2% +$55.4K 0.2% 101
2022
Q3 		$2.74M Buy
+93,145
New +$2.36M 0.2% 95
2022
Q1 		$2.46M Buy
+70,442
New +$2.39M 0.17% 108

Other funds holding GDX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WealthPlan Investment Management's GDX Position: Q1 2023 in Review

WealthPlan Investment Management sold out of VanEck Gold Miners ETF (GDX) in Q1 2023, closing a stake of 95,218 shares — an estimated $2.82M sold.

WealthPlan Investment Management first reported a position in GDX in Q1 2022 and held it in 3 quarters. The position peaked at $2.82M in Q4 2022. 726 funds tracked by Wall St. Rank hold GDX as of Q1 2023.

  • WealthPlan Investment Management reported no remaining VanEck Gold Miners ETF position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 95,218 VanEck Gold Miners ETF shares in Q1 2023, an estimated $2.82M.
  • WealthPlan Investment Management first reported a position in VanEck Gold Miners ETF in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's VanEck Gold Miners ETF position peaked at $2.82M in Q4 2022.
  • 726 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.