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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
Q2 		$293K Buy
3,888
+1,266
+48% +$112K 0.02% 384
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 $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BSL
Blue Sparrow LLC Dover, Delaware $10.3B AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Berger Financial Group's GDX Position: Q2 2026 in Review

Berger Financial Group increased its VanEck Gold Miners ETF (GDX) stake by 48% in Q2 2026, buying an estimated $112K and bringing the position to 3,888 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #384.

Berger Financial Group first reported a position in GDX in Q4 2025 and has held it in 3 quarters since. 1,118 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

  • Berger Financial Group held 3,888 shares of VanEck Gold Miners ETF worth $293K as of Q2 2026.
  • Berger Financial Group bought 1,266 VanEck Gold Miners ETF shares in Q2 2026, an estimated $112K.
  • VanEck Gold Miners ETF made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #384 holding.
  • Berger Financial Group first reported a position in VanEck Gold Miners ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,118 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.