Capstone Wealth Management Group (Oregon)’s VanEck Gold Miners ETF GDX Stock Holding History

Capstone Wealth Management Group (Oregon)’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 Q1	$4.51M	Hold	49,101	–	–	2.77%	9
2025 Q4	$4.21M	Buy	49,101 +2,176	+5%	+$172K	2.55%	11
2025 Q3	$3.59M	Buy	46,925 +2,600	+6%	+$157K	2.29%	12
2025 Q2	$2.31M	Buy	44,325 +3,100	+8%	+$154K	1.68%	20
2025 Q1	$1.9M	Buy	41,225 +5,210	+14%	+$211K	1.51%	19
2024 Q4	$1.22M	Buy	+36,015	New	+$1.38M	0.93%	32

Other funds holding GDX

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s GDX Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) held its VanEck Gold Miners ETF (GDX) position steady in Q1 2026 at 49,101 shares worth $4.51M. The position accounts for 2.77% of the portfolio, ranked #9.

Capstone Wealth Management Group (Oregon) first reported a position in GDX in Q4 2024 and has held it in 6 quarters since. 1,175 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

Capstone Wealth Management Group (Oregon) held 49,101 shares of VanEck Gold Miners ETF worth $4.51M as of Q1 2026.
Capstone Wealth Management Group (Oregon) left its VanEck Gold Miners ETF share count unchanged in Q1 2026.
VanEck Gold Miners ETF made up 2.77% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #9 holding.
Capstone Wealth Management Group (Oregon) first reported a position in VanEck Gold Miners ETF in Q4 2024 and has held it in 6 quarters since.
1,175 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.