Allium Financial Advisors’s VanEck Gold Miners ETF GDX Stock Holding History

Allium Financial Advisors’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
2026 Q1	$303K	Hold	3,300	–	–	0.24%	58
2025 Q4	$283K	Hold	3,300	–	–	0.22%	56
2025 Q3	$252K	Buy	+3,300	New	+$199K	0.21%	68

Other funds holding GDX

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Allium Financial Advisors's GDX Position: Q1 2026 in Review

Allium Financial Advisors held its VanEck Gold Miners ETF (GDX) position steady in Q1 2026 at 3,300 shares worth $303K. The position accounts for 0.24% of the portfolio, ranked #58.

Allium Financial Advisors first reported a position in GDX in Q3 2025 and has held it in 3 quarters since. 1,176 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

Allium Financial Advisors held 3,300 shares of VanEck Gold Miners ETF worth $303K as of Q1 2026.
Allium Financial Advisors left its VanEck Gold Miners ETF share count unchanged in Q1 2026.
VanEck Gold Miners ETF made up 0.24% of Allium Financial Advisors's portfolio in Q1 2026, its #58 holding.
Allium Financial Advisors first reported a position in VanEck Gold Miners ETF in Q3 2025 and has held it in 3 quarters since.
1,176 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.