Carr Financial Group’s VanEck Gold Miners ETF GDX Stock Holding History

Carr Financial Group’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	–	Sell	-600	Closed	-$51.5K	–	182
2025 Q4	$51.5K	Buy	+600	New	+$47.4K	0.01%	184

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

Carr Financial Group's GDX Position: Q1 2026 in Review

Carr Financial Group sold out of VanEck Gold Miners ETF (GDX) in Q1 2026, closing a stake of 3,740 shares — an estimated $321K sold.

Carr Financial Group first reported a position in GDX in Q4 2022 and held it in 4 quarters. The position peaked at $521K in Q1 2023. 1,175 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

Carr Financial Group reported no remaining VanEck Gold Miners ETF position as of Q1 2026 after selling out during the quarter.
Carr Financial Group sold 3,740 VanEck Gold Miners ETF shares in Q1 2026, an estimated $321K.
Carr Financial Group first reported a position in VanEck Gold Miners ETF in Q4 2022 and held it in 4 quarters.
Carr Financial Group's VanEck Gold Miners ETF position peaked at $521K in Q1 2023.
1,175 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.