Cape Investment Advisory’s VanEck Gold Miners ETF GDX Stock Holding History

Cape Investment Advisory’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	$24.9K	Buy	+330	New	+$29.2K	0.01%	662
2026 Q1	–	Sell	-225	Closed	-$19.3K	–	577
2025 Q4	$19.3K	Buy	+225	New	+$17.8K	0.01%	626
2025 Q3	–	Sell	-330	Closed	-$17.2K	–	969
2025 Q2	$17.2K	Hold	330	–	–	0.01%	543
2025 Q1	$15.2K	Hold	330	–	–	0.01%	533
2024 Q4	$11.2K	Hold	330	–	–	﹤0.01%	559
2024 Q3	$13.1K	Hold	330	–	–	0.01%	519
2024 Q2	$11.2K	Hold	330	–	–	0.01%	506
2024 Q1	$10.4K	Hold	330	–	–	﹤0.01%	543
2023 Q4	$10.2K	Hold	330	–	–	0.01%	651
2023 Q3	$8.88K	Sell	330 -300	-48%	-$8.84K	0.01%	573
2023 Q2	$19K	Hold	630	–	–	0.01%	445
2023 Q1	$20.4K	Buy	+630	New	+$19.1K	0.01%	418

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

Cape Investment Advisory's GDX Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in VanEck Gold Miners ETF (GDX) in Q2 2026: 330 shares worth $24.9K. The stake represents 0.01% of the portfolio and ranks #662 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in GDX as recently as Q4 2025.

Cape Investment Advisory first reported a position in GDX in Q1 2023 and has held it in 12 quarters since. 1,115 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

Cape Investment Advisory held 330 shares of VanEck Gold Miners ETF worth $24.9K as of Q2 2026.
VanEck Gold Miners ETF was a new Cape Investment Advisory position in Q2 2026.
VanEck Gold Miners ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #662 holding.
Cape Investment Advisory first reported a position in VanEck Gold Miners ETF in Q1 2023 and has held it in 12 quarters since.
1,115 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.