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

Cadence 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
2025 Q1	–	Sell	-568,184	Closed	-$19.3M	–	46
2024 Q4	$19.3M	Buy	+568,184	New	+$21.8M	12.76%	2
2024 Q3	–	Sell	-628,558	Closed	-$21.3M	–	46
2024 Q2	$21.3M	Buy	+628,558	New	+$21.5M	14.91%	2
2024 Q1	–	Sell	-656,151	Closed	-$20.3M	–	43
2023 Q4	$20.3M	Buy	656,151 +33,078	+5%	+$968K	15.97%	2
2023 Q3	$16.8M	Buy	+623,073	New	+$18.4M	13.93%	2
2023 Q1	–	Sell	-617,285	Closed	-$17.7M	–	32
2022 Q4	$17.7M	Sell	617,285 -35,466	-5%	-$948K	15.17%	2
2022 Q3	$15.7M	Buy	+652,751	New	+$16.5M	14.79%	3
2021 Q3	–	Sell	-432,124	Closed	-$14.7M	–	35
2021 Q2	$14.7M	Sell	432,124 -13,450	-3%	-$491K	12.4%	3
2021 Q1	$14.5M	Buy	+445,574	New	+$15.2M	13.09%	2

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

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

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

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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Cadence Wealth Management's GDX Position: Q1 2025 in Review

Cadence Wealth Management sold out of VanEck Gold Miners ETF (GDX) in Q1 2025, closing a stake of 568,184 shares — an estimated $19.3M sold.

Cadence Wealth Management first reported a position in GDX in Q1 2021 and held it in 8 quarters. The position peaked at $21.3M in Q2 2024. 890 funds tracked by Wall St. Rank hold GDX as of Q1 2025.

Cadence Wealth Management reported no remaining VanEck Gold Miners ETF position as of Q1 2025 after selling out during the quarter.
Cadence Wealth Management sold 568,184 VanEck Gold Miners ETF shares in Q1 2025, an estimated $19.3M.
Cadence Wealth Management first reported a position in VanEck Gold Miners ETF in Q1 2021 and held it in 8 quarters.
Cadence Wealth Management's VanEck Gold Miners ETF position peaked at $21.3M in Q2 2024.
890 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2025.

Based on Cadence Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.