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Capital Performance Advisors’s VanEck Gold Miners ETF GDX Stock Holding History

Capital Performance Advisors’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
-514
Closed -$17.4K – 269
2024
Q4 		$17.4K Buy
514
+6
+1% +$230 0.01% 163
2024
Q3 		$20.2K Buy
+508
New +$19.2K 0.01% 600

Other funds holding GDX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
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
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Capital Performance Advisors's GDX Position: Q1 2025 in Review

Capital Performance Advisors sold out of VanEck Gold Miners ETF (GDX) in Q1 2025, closing a stake of 514 shares — an estimated $17.4K sold.

Capital Performance Advisors first reported a position in GDX in Q3 2024 and held it in 2 quarters. The position peaked at $20.2K in Q3 2024. 890 funds tracked by Wall St. Rank hold GDX as of Q1 2025.

  • Capital Performance Advisors reported no remaining VanEck Gold Miners ETF position as of Q1 2025 after selling out during the quarter.
  • Capital Performance Advisors sold 514 VanEck Gold Miners ETF shares in Q1 2025, an estimated $17.4K.
  • Capital Performance Advisors first reported a position in VanEck Gold Miners ETF in Q3 2024 and held it in 2 quarters.
  • Capital Performance Advisors's VanEck Gold Miners ETF position peaked at $20.2K in Q3 2024.
  • 890 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2025.

Based on Capital Performance Advisors's 13F filing for Q1 2025, filed 9 May 2025.