Blue Bell Private Wealth Management’s VanEck Gold Miners ETF GDX Stock Holding History

Blue Bell Private 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 Q2	$103K	Buy	1,370 +34	+3%	+$3K	0.01%	349
2026 Q1	$123K	Sell	1,336 -725	-35%	-$71.4K	0.02%	320
2025 Q4	$177K	Sell	2,061 -1,600	-44%	-$126K	0.03%	266
2025 Q3	$280K	Sell	3,661 -1,700	-32%	-$102K	0.04%	215
2025 Q2	$279K	Buy	5,361 +3,880	+262%	+$193K	0.05%	201
2025 Q1	$68.1K	Hold	1,481	–	–	0.01%	342
2024 Q4	$50.2K	Buy	1,481 +1,256	+558%	+$48.2K	0.01%	356
2024 Q3	$8.96K	Hold	225	–	–	﹤0.01%	534
2024 Q2	$7.63K	Buy	225 +74	+49%	+$2.54K	﹤0.01%	544
2024 Q1	$4.78K	Sell	151 -640	-81%	-$18.2K	﹤0.01%	580
2023 Q4	$24.5K	Hold	791	–	–	0.01%	409
2023 Q3	$21.3K	Buy	791 +715	+941%	+$21.1K	0.01%	356
2023 Q2	$2.29K	Hold	76	–	–	﹤0.01%	572
2023 Q1	$2.46K	Hold	76	–	–	﹤0.01%	537
2022 Q4	$2.18K	Hold	76	–	–	﹤0.01%	557
2022 Q3	$2K	Hold	76	–	–	﹤0.01%	596
2022 Q2	$2K	Sell	76 -50	-40%	-$1.69K	﹤0.01%	636
2022 Q1	$5K	Sell	126 -234	-65%	-$7.95K	﹤0.01%	548
2021 Q4	$12K	Buy	+360	New	+$11.5K	﹤0.01%	375
2016 Q4	–	Sell	-150	Closed	-$4K	–	317
2016 Q3	$4K	Sell	150 -1,000	-87%	-$28.7K	﹤0.01%	390
2016 Q2	$32K	Hold	1,150	–	–	0.02%	246
2016 Q1	$23K	Hold	1,150	–	–	0.02%	280
2015 Q4	$16K	Hold	1,150	–	–	0.01%	332
2015 Q3	$16K	Hold	1,150	–	–	0.01%	332
2015 Q2	$20K	Sell	1,150 -500	-30%	-$9.72K	0.01%	313
2015 Q1	$30K	Sell	1,650 -160	-9%	-$3.27K	0.02%	268
2014 Q4	$33K	Sell	1,810 -150	-8%	-$2.9K	0.02%	268
2014 Q3	$42K	Hold	1,960	–	–	0.03%	246
2014 Q2	$52K	Hold	1,960	–	–	0.03%	212
2014 Q1	$46K	Sell	1,960 -26	-1%	-$638	0.03%	196
2013 Q4	$42K	Buy	+1,986	New	+$45.9K	0.03%	210

Other funds holding GDX

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BSL

Blue Sparrow LLC Dover, Delaware $10.3B AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Blue Bell Private Wealth Management's GDX Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its VanEck Gold Miners ETF (GDX) stake by 2.5% in Q2 2026, buying an estimated $3K and bringing the position to 1,370 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #349.

Blue Bell Private Wealth Management first reported a position in GDX in Q4 2013 and has held it in 31 quarters since. The position peaked at $280K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

Blue Bell Private Wealth Management held 1,370 shares of VanEck Gold Miners ETF worth $103K as of Q2 2026.
Blue Bell Private Wealth Management bought 34 VanEck Gold Miners ETF shares in Q2 2026, an estimated $3K.
VanEck Gold Miners ETF made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #349 holding.
Blue Bell Private Wealth Management first reported a position in VanEck Gold Miners ETF in Q4 2013 and has held it in 31 quarters since.
Blue Bell Private Wealth Management's VanEck Gold Miners ETF position peaked at $280K in Q3 2025.
1,115 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.