Cascade Financial Partners’s VanEck Gold Miners ETF GDX Stock Holding History

Cascade Financial Partners’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	$671K	Buy	7,312 +133	+2%	+$13.1K	0.07%	150
2025 Q4	$616K	Hold	7,179	–	–	0.06%	154
2025 Q3	$548K	Buy	7,179 +435	+6%	+$26.2K	0.06%	159
2025 Q2	$351K	Buy	6,744 +890	+15%	+$44.2K	0.04%	189
2025 Q1	$269K	Buy	+5,854	New	+$237K	0.03%	204

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

Cascade Financial Partners's GDX Position: Q1 2026 in Review

Cascade Financial Partners increased its VanEck Gold Miners ETF (GDX) stake by 1.9% in Q1 2026, buying an estimated $13.1K and bringing the position to 7,312 shares worth $671K. The position accounts for 0.07% of the portfolio, ranked #150.

Cascade Financial Partners first reported a position in GDX in Q1 2025 and has held it in 5 quarters since. 1,176 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

Cascade Financial Partners held 7,312 shares of VanEck Gold Miners ETF worth $671K as of Q1 2026.
Cascade Financial Partners bought 133 VanEck Gold Miners ETF shares in Q1 2026, an estimated $13.1K.
VanEck Gold Miners ETF made up 0.07% of Cascade Financial Partners's portfolio in Q1 2026, its #150 holding.
Cascade Financial Partners first reported a position in VanEck Gold Miners ETF in Q1 2025 and has held it in 5 quarters since.
1,176 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

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