Wealthspire Advisors (Maryland)’s VanEck Gold Miners ETF GDX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q3	–	Sell	-9,549	Closed	-$244K	–	475
2019 Q2	$244K	Hold	9,549	–	–	0.02%	395
2019 Q1	$214K	Sell	9,549 -500	-5%	-$11K	0.02%	417
2018 Q4	$212K	Buy	10,049 +6,000	+148%	+$118K	0.02%	390
2018 Q3	$75K	Hold	4,049	–	–	0.01%	809
2018 Q2	$90K	Hold	4,049	–	–	0.01%	747
2018 Q1	$89K	Hold	4,049	–	–	0.01%	752
2017 Q4	$94K	Hold	4,049	–	–	0.01%	735
2017 Q3	$93K	Sell	4,049 -2,000	-33%	-$46.2K	0.01%	740
2017 Q2	$134K	Buy	6,049 +2,000	+49%	+$45.5K	0.02%	587
2017 Q1	$92K	Sell	4,049 -215	-5%	-$5K	0.01%	629
2016 Q4	$89K	Buy	4,264 +1,400	+49%	+$31.1K	0.01%	616
2016 Q3	$76K	Hold	2,864	–	–	0.01%	658
2016 Q2	$79K	Buy	2,864 +2,000	+231%	+$48K	0.01%	596
2016 Q1	$17K	Hold	864	–	–	﹤0.01%	1015
2015 Q4	$12K	Buy	+864	New	+$12.5K	﹤0.01%	1143

Other funds holding GDX

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s GDX Position: Q3 2019 in Review

Wealthspire Advisors (Maryland) sold out of VanEck Gold Miners ETF (GDX) in Q3 2019, closing a stake of 9,549 shares — an estimated $244K sold.

Wealthspire Advisors (Maryland) first reported a position in GDX in Q4 2015 and held it in 15 quarters. The position peaked at $244K in Q2 2019. 486 funds tracked by Wall St. Rank hold GDX as of Q3 2019.

Wealthspire Advisors (Maryland) reported no remaining VanEck Gold Miners ETF position as of Q3 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 9,549 VanEck Gold Miners ETF shares in Q3 2019, an estimated $244K.
Wealthspire Advisors (Maryland) first reported a position in VanEck Gold Miners ETF in Q4 2015 and held it in 15 quarters.
Wealthspire Advisors (Maryland)'s VanEck Gold Miners ETF position peaked at $244K in Q2 2019.
486 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q3 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2019, filed 13 Nov 2019.