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Berger Financial Group’s VanEck Gold Miners ETF GDX Stock Holding History

Berger Financial Group’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 		$241K Buy
2,622
+19
+0.7% +$1.87K 0.01% 412
2025
Q4 		$223K Buy
+2,603
New +$206K 0.01% 432

Other funds holding GDX

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Berger Financial Group's GDX Position: Q1 2026 in Review

Berger Financial Group increased its VanEck Gold Miners ETF (GDX) stake by 0.73% in Q1 2026, buying an estimated $1.87K and bringing the position to 2,622 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #412.

Berger Financial Group first reported a position in GDX in Q4 2025 and has held it in 2 quarters since. 1,175 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

  • Berger Financial Group held 2,622 shares of VanEck Gold Miners ETF worth $241K as of Q1 2026.
  • Berger Financial Group bought 19 VanEck Gold Miners ETF shares in Q1 2026, an estimated $1.87K.
  • VanEck Gold Miners ETF made up 0.01% of Berger Financial Group's portfolio in Q1 2026, its #412 holding.
  • Berger Financial Group first reported a position in VanEck Gold Miners ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,175 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.