WR Wealth Planners’s VanEck Gold Miners ETF GDX Stock Holding History

WR Wealth Planners’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 Q4	$13.6K	Hold	400	–	–	﹤0.01%	549
2024 Q3	$15.9K	Hold	400	–	–	﹤0.01%	550
2024 Q2	$13.6K	Hold	400	–	–	﹤0.01%	525
2024 Q1	$12.6K	Buy	+400	New	+$11.4K	﹤0.01%	552
2023 Q4	–	Sell	-400	Closed	-$10.8K	–	442
2023 Q3	$10.8K	Hold	400	–	–	﹤0.01%	544
2023 Q2	$12K	Hold	400	–	–	﹤0.01%	516
2023 Q1	$12.9K	Buy	+400	New	+$12.1K	0.01%	494

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 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

WR Wealth Planners's GDX Position: Q4 2024 in Review

WR Wealth Planners held its VanEck Gold Miners ETF (GDX) position steady in Q4 2024 at 400 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

WR Wealth Planners first reported a position in GDX in Q1 2023 and has held it in 7 quarters since. The position peaked at $15.9K in Q3 2024. 835 funds tracked by Wall St. Rank hold GDX as of Q4 2024.

WR Wealth Planners held 400 shares of VanEck Gold Miners ETF worth $13.6K as of Q4 2024.
WR Wealth Planners left its VanEck Gold Miners ETF share count unchanged in Q4 2024.
VanEck Gold Miners ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #549 holding.
WR Wealth Planners first reported a position in VanEck Gold Miners ETF in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's VanEck Gold Miners ETF position peaked at $15.9K in Q3 2024.
835 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.