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

Birch 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
2025 Q2	–	Sell	-1,533	Closed	-$70.5K	–	83
2025 Q1	$70.5K	Hold	1,533	–	–	0.04%	71
2024 Q4	$52K	Sell	1,533 -828	-35%	-$31.8K	0.03%	74
2024 Q3	$94K	Sell	2,361 -674	-22%	-$25.5K	0.05%	67
2024 Q2	$103K	Hold	3,035	–	–	0.05%	64
2024 Q1	$96K	Hold	3,035	–	–	0.05%	65
2023 Q4	$94.1K	Sell	3,035 -895	-23%	-$26.2K	0.05%	66
2023 Q3	$106K	Hold	3,930	–	–	0.07%	62
2023 Q2	$118K	Hold	3,930	–	–	0.07%	63
2023 Q1	$127K	Hold	3,930	–	–	0.08%	63
2022 Q4	$113K	Hold	3,930	–	–	0.08%	67
2022 Q3	$94.8K	Hold	3,930	–	–	0.07%	64
2022 Q2	$108K	Hold	3,930	–	–	0.08%	62
2022 Q1	$151K	Hold	3,930	–	–	0.09%	66
2021 Q4	$126K	Hold	3,930	–	–	0.08%	70
2021 Q3	$116K	Hold	3,930	–	–	0.08%	69
2021 Q2	$134K	Hold	3,930	–	–	0.09%	68
2021 Q1	$128K	Hold	3,930	–	–	0.09%	66
2020 Q4	$142K	Hold	3,930	–	–	0.11%	65
2020 Q3	$154K	Hold	3,930	–	–	0.13%	61
2020 Q2	$144K	Sell	3,930 -595	-13%	-$19.6K	0.13%	62
2020 Q1	$104K	Hold	4,525	–	–	0.12%	58
2019 Q4	$132K	Buy	+4,525	New	+$124K	0.13%	60

Other funds holding GDX

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Birch Capital Management's GDX Position: Q2 2025 in Review

Birch Capital Management sold out of VanEck Gold Miners ETF (GDX) in Q2 2025, closing a stake of 1,533 shares — an estimated $70.5K sold.

Birch Capital Management first reported a position in GDX in Q4 2019 and held it in 22 quarters. The position peaked at $154K in Q3 2020. 938 funds tracked by Wall St. Rank hold GDX as of Q2 2025.

Birch Capital Management reported no remaining VanEck Gold Miners ETF position as of Q2 2025 after selling out during the quarter.
Birch Capital Management sold 1,533 VanEck Gold Miners ETF shares in Q2 2025, an estimated $70.5K.
Birch Capital Management first reported a position in VanEck Gold Miners ETF in Q4 2019 and held it in 22 quarters.
Birch Capital Management's VanEck Gold Miners ETF position peaked at $154K in Q3 2020.
938 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2025.

Based on Birch Capital Management's 13F filing for Q2 2025, filed 24 Jul 2025.