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Avalon Capital Management’s VanEck Gold Miners ETF GDX Stock Holding History

Avalon Capital Management’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
Q2 		$25M Buy
331,077
+79,132
+31% +$6.99M 5.9% 3
2026
Q1 		$23.1M Sell
251,945
-104,360
-29% -$10.3M 6.53% 2
2025
Q4 		$30.6M Sell
356,305
-66,633
-16% -$5.26M 7.31% 2
2025
Q3 		$32.3M Buy
422,938
+68,157
+19% +$4.1M 7.92% 2
2025
Q2 		$18.5M Sell
354,781
-68,235
-16% -$3.39M 4.96% 3
2025
Q1 		$19.4M Buy
423,016
+223,218
+112% +$9.03M 5.65% 2
2024
Q4 		$6.78M Sell
199,798
-269,135
-57% -$10.3M 2.19% 11
2024
Q3 		$18.7M Buy
468,933
+54,362
+13% +$2.06M 5.66% 2
2024
Q2 		$14.1M Buy
414,571
+116,791
+39% +$4M 4.46% 7
2024
Q1 		$9.42M Buy
297,780
+10,947
+4% +$311K 3.86% 7
2023
Q4 		$8.89M Buy
286,833
+24,251
+9% +$710K 3.73% 9
2023
Q3 		$7.07M Buy
262,582
+127,709
+95% +$3.76M 3.61% 10
2023
Q2 		$4.06M Sell
134,873
-128,359
-49% -$4.18M 1.9% 21
2023
Q1 		$8.52M Sell
263,232
-56,454
-18% -$1.71M 4.37% 6
2022
Q4 		$9.16M Buy
319,686
+247,082
+340% +$6.6M 4.61% 7
2022
Q3 		$1.75M Sell
72,604
-9,210
-11% -$233K 0.84% 22
2022
Q2 		$2.24M Buy
81,814
+8,333
+11% +$281K 0.92% 19
2022
Q1 		$2.57M Sell
73,481
-56
-0.1% -$1.9K 0.99% 20
2021
Q4 		$2.35M Buy
+73,537
New +$2.35M 1.04% 23
2021
Q3 		– Sell
-81,388
Closed -$2.77M – 47
2021
Q2 		$2.77M Buy
+81,388
New +$2.97M 2.33% 17
2020
Q1 		– Sell
-7,403
Closed -$217K – 24
2019
Q4 		$217K Sell
7,403
-73,945
-91% -$2.02M 0.26% 28
2019
Q3 		$2.17M Sell
81,348
-115,373
-59% -$3.23M 2.57% 15
2019
Q2 		$5.03M Sell
196,721
-57,460
-23% -$1.27M 5.74% 5
2019
Q1 		$5.7M Buy
254,181
+83,630
+49% +$1.84M 4.83% 6
2018
Q4 		$3.6M Buy
170,551
+50,508
+42% +$990K 3.84% 9
2018
Q3 		$2.22M Sell
120,043
-127,625
-52% -$2.55M 2.03% 19
2018
Q2 		$5.53M Buy
247,668
+135,797
+121% +$3.04M 5.49% 5
2018
Q1 		$2.46M Sell
111,871
-162,898
-59% -$3.68M 2.42% 13
2017
Q4 		$6.39M Buy
274,769
+203,909
+288% +$4.64M 5.7% 2
2017
Q3 		$1.63M Buy
70,860
+38,601
+120% +$891K 1.13% 34
2017
Q2 		$712K Sell
32,259
-29,251
-48% -$665K 0.53% 60
2017
Q1 		$1.4M Buy
61,510
+3,830
+7% +$89.1K 0.97% 34
2016
Q4 		$1.21M Sell
57,680
-10,343
-15% -$230K 0.92% 37
2016
Q3 		$1.8M Sell
68,023
-1,100
-2% -$31.6K 1.38% 28
2016
Q2 		$1.92M Buy
69,123
+37,160
+116% +$892K 1.5% 23
2016
Q1 		$638K Buy
31,963
+3,548
+12% +$61K 0.51% 45
2015
Q4 		$390K Sell
28,415
-18,197
-39% -$264K 0.35% 53
2015
Q3 		$640K Buy
46,612
+1,500
+3% +$21.7K 0.59% 48
2015
Q2 		$801K Hold
45,112
– – 0.73% 47
2015
Q1 		$823K Sell
45,112
-136,476
-75% -$2.79M 0.67% 46
2014
Q4 		$3.34M Buy
181,588
+126,872
+232% +$2.45M 2.57% 16
2014
Q3 		$1.17M Buy
54,716
+36,769
+205% +$940K 0.97% 33
2014
Q2 		$475K Sell
17,947
-36,206
-67% -$868K 0.39% 75
2014
Q1 		$1.55M Buy
54,153
+14,462
+36% +$355K 1.25% 26
2013
Q4 		$839K Sell
39,691
-13,974
-26% -$323K 0.71% 46
2013
Q3 		$1.34M Buy
53,665
+23,500
+78% +$625K 1.33% 21
2013
Q2 		$739K Buy
+30,165
New +$881K 0.73% 45

Other funds holding GDX

VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Avalon Capital Management's GDX Position: Q2 2026 in Review

Avalon Capital Management increased its VanEck Gold Miners ETF (GDX) stake by 31% in Q2 2026, buying an estimated $6.99M and bringing the position to 331,077 shares worth $25M. The position accounts for 5.9% of the portfolio, ranked #3.

Avalon Capital Management first reported a position in GDX in Q2 2013 and has held it in 47 quarters since. The position peaked at $32.3M in Q3 2025. 420 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

  • Avalon Capital Management held 331,077 shares of VanEck Gold Miners ETF worth $25M as of Q2 2026.
  • Avalon Capital Management bought 79,132 VanEck Gold Miners ETF shares in Q2 2026, an estimated $6.99M.
  • VanEck Gold Miners ETF made up 5.9% of Avalon Capital Management's portfolio in Q2 2026, its #3 holding.
  • Avalon Capital Management first reported a position in VanEck Gold Miners ETF in Q2 2013 and has held it in 47 quarters since.
  • Avalon Capital Management's VanEck Gold Miners ETF position peaked at $32.3M in Q3 2025.
  • 420 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.