WP
GDX icon

WealthPLAN Partners’s VanEck Gold Miners ETF GDX Stock Holding History

WealthPLAN 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
Q2 		– Sell
-163,422
Closed -$5.17M – 311
2024
Q1 		$5.17M Buy
163,422
+3,470
+2% +$98.6K 0.54% 59
2023
Q4 		$4.96M Buy
159,952
+64,968
+68% +$1.9M 0.51% 61
2023
Q3 		$2.56M Buy
94,984
+55
+0.1% +$1.62K 0.3% 89
2023
Q2 		$2.86M Sell
94,929
-5,353
-5% -$174K 0.4% 71
2023
Q1 		$3.24M Buy
100,282
+5,064
+5% +$153K 0.37% 72
2022
Q4 		$2.82M Buy
+95,218
New +$2.55M 0.2% 100
2022
Q1 		$2.46M Buy
70,442
+4,794
+7% +$163K 0.17% 108
2021
Q4 		$1.99M Buy
65,648
+2,290
+4% +$73.1K 0.13% 121
2021
Q3 		$1.99M Buy
63,358
+2,857
+5% +$93.1K 0.13% 122
2021
Q2 		$1.98M Buy
60,501
+15,172
+33% +$554K 0.14% 110
2021
Q1 		$1.6M Buy
45,329
+33,804
+293% +$1.15M 0.12% 115
2020
Q4 		$390K Buy
11,525
+211
+2% +$7.88K 0.03% 240
2020
Q3 		$424K Buy
+11,314
New +$461K 0.04% 214
2017
Q2 		– Sell
-1,545
Closed -$36.3K – 269
2017
Q1 		$36.3K Buy
+1,545
New +$35.9K 0.13% 139
2016
Q3 		$39.3K Sell
1,682
-191
-10% -$5.48K 0.01% 376
2016
Q2 		$26K Buy
+1,873
New +$45K ﹤0.01% 1256
2015
Q4 		$6.22K Buy
+454
New +$6.59K ﹤0.01% 1288

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
NM
NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

WealthPLAN Partners's GDX Position: Q2 2024 in Review

WealthPLAN Partners sold out of VanEck Gold Miners ETF (GDX) in Q2 2024, closing a stake of 163,422 shares — an estimated $5.17M sold.

WealthPLAN Partners first reported a position in GDX in Q4 2015 and held it in 17 quarters. The position peaked at $5.17M in Q1 2024. 797 funds tracked by Wall St. Rank hold GDX as of Q2 2024.

  • WealthPLAN Partners reported no remaining VanEck Gold Miners ETF position as of Q2 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 163,422 VanEck Gold Miners ETF shares in Q2 2024, an estimated $5.17M.
  • WealthPLAN Partners first reported a position in VanEck Gold Miners ETF in Q4 2015 and held it in 17 quarters.
  • WealthPLAN Partners's VanEck Gold Miners ETF position peaked at $5.17M in Q1 2024.
  • 797 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2024.

Based on WealthPLAN Partners's 13F filing for Q2 2024, filed 9 Aug 2024.