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

WMS 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
2025 Q1	–	Sell	-15,000	Closed	-$509K	–	101
2024 Q4	$509K	Hold	15,000	–	–	0.03%	183
2024 Q3	$597K	Hold	15,000	–	–	0.03%	157
2024 Q2	$509K	Hold	15,000	–	–	0.03%	155
2024 Q1	$474K	Hold	15,000	–	–	0.03%	169
2023 Q4	$465K	Hold	15,000	–	–	0.03%	166
2023 Q3	$404K	Sell	15,000 -453	-3%	-$13.4K	0.03%	172
2023 Q2	$465K	Hold	15,453	–	–	0.04%	169
2023 Q1	$500K	Buy	+15,453	New	+$467K	0.04%	152
2022 Q4	–	Sell	-20,453	Closed	-$493K	–	279
2022 Q3	$493K	Hold	20,453	–	–	0.07%	139
2022 Q2	$560K	Sell	20,453 -4,854	-19%	-$164K	0.09%	125
2022 Q1	$971K	Buy	+25,307	New	+$860K	0.13%	84
2021 Q4	–	Sell	-33,000	Closed	-$973K	–	238
2021 Q3	$973K	Hold	33,000	–	–	0.14%	87
2021 Q2	$1.12M	Hold	33,000	–	–	0.17%	73
2021 Q1	$1.07M	Buy	33,000 +21,733	+193%	+$740K	0.24%	61
2020 Q4	$406K	Buy	11,267 +1,267	+13%	+$47.3K	0.07%	150
2020 Q3	$392K	Buy	+10,000	New	+$408K	0.08%	142

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

WMS Partners's GDX Position: Q1 2025 in Review

WMS Partners sold out of VanEck Gold Miners ETF (GDX) in Q1 2025, closing a stake of 15,000 shares — an estimated $509K sold.

WMS Partners first reported a position in GDX in Q3 2020 and held it in 16 quarters. The position peaked at $1.12M in Q2 2021. 889 funds tracked by Wall St. Rank hold GDX as of Q1 2025.

WMS Partners reported no remaining VanEck Gold Miners ETF position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 15,000 VanEck Gold Miners ETF shares in Q1 2025, an estimated $509K.
WMS Partners first reported a position in VanEck Gold Miners ETF in Q3 2020 and held it in 16 quarters.
WMS Partners's VanEck Gold Miners ETF position peaked at $1.12M in Q2 2021.
889 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.