BigSur Wealth Management’s VanEck Gold Miners ETF GDX Stock Holding History

BigSur Wealth 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 Q3	$2.51M	Sell	28,600 -6,800	-19%	-$594K	0.59%	47
2026 Q2	$2.67M	Hold	35,400	–	–	0.64%	44
2026 Q1	$3.25M	Hold	35,400	–	–	0.91%	32
2025 Q4	$3.04M	Hold	35,400	–	–	0.74%	37
2025 Q3	$2.7M	Hold	35,400	–	–	0.66%	42
2025 Q2	$1.84M	Sell	35,400 -5,580	-14%	-$277K	0.47%	57
2025 Q1	$1.88M	Buy	40,980 +5,580	+16%	+$226K	0.51%	54
2024 Q4	$1.2M	Buy	35,400 +24,400	+222%	+$936K	0.34%	76
2024 Q3	$438K	Hold	11,000	–	–	0.12%	123
2024 Q2	$373K	Hold	11,000	–	–	0.11%	124
2024 Q1	$348K	Buy	+11,000	New	+$313K	0.11%	121
2023 Q4	–	Sell	-1,000	Closed	-$26.9K	–	118
2023 Q3	$26.9K	Hold	1,000	–	–	0.01%	113
2023 Q2	$30.1K	Buy	+1,000	New	+$32.6K	0.01%	121
2022 Q3	–	Sell	-1,000	Closed	-$27K	–	126
2022 Q2	$27K	Hold	1,000	–	–	0.01%	135
2022 Q1	$38K	Hold	1,000	–	–	0.01%	139
2021 Q4	$32K	Hold	1,000	–	–	0.01%	134
2021 Q3	$29K	Hold	1,000	–	–	0.01%	123
2021 Q2	$34K	Buy	+1,000	New	+$36.5K	0.02%	121
2021 Q1	–	Sell	-1,000	Closed	-$36K	–	131
2020 Q4	$36K	Hold	1,000	–	–	0.02%	109
2020 Q3	$39K	Hold	1,000	–	–	0.02%	102
2020 Q2	$37K	Buy	+1,000	New	+$32.9K	0.03%	102
2020 Q1	–	Sell	-1,000	Closed	-$29K	–	115
2019 Q4	$29K	Buy	+1,000	New	+$27.3K	0.02%	119

Other funds holding GDX

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

BFI Infinity Zurich, Switzerland $212M AUM 31.86% 1-Year Est. Return

BigSur Wealth Management's GDX Position: Q3 2026 in Review

BigSur Wealth Management reduced its VanEck Gold Miners ETF (GDX) stake by 19% in Q3 2026, selling an estimated $594K and leaving 28,600 shares worth $2.51M. The position accounts for 0.59% of the portfolio, ranked #47.

BigSur Wealth Management first reported a position in GDX in Q4 2019 and has held it in 22 quarters since. The position peaked at $3.25M in Q1 2026. 334 funds tracked by Wall St. Rank hold GDX as of Q3 2026.

BigSur Wealth Management held 28,600 shares of VanEck Gold Miners ETF worth $2.51M as of Q3 2026.
BigSur Wealth Management sold 6,800 VanEck Gold Miners ETF shares in Q3 2026, an estimated $594K.
VanEck Gold Miners ETF made up 0.59% of BigSur Wealth Management's portfolio in Q3 2026, its #47 holding.
BigSur Wealth Management first reported a position in VanEck Gold Miners ETF in Q4 2019 and has held it in 22 quarters since.
BigSur Wealth Management's VanEck Gold Miners ETF position peaked at $3.25M in Q1 2026.
334 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q3 2026.

Based on BigSur Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.