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 Q2	$481K	Sell	6,369 -943	-13%	-$83.3K	0.04%	177
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 $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

Cascade Financial Partners's GDX Position: Q2 2026 in Review

Cascade Financial Partners reduced its VanEck Gold Miners ETF (GDX) stake by 13% in Q2 2026, selling an estimated $83.3K and leaving 6,369 shares worth $481K. The position accounts for 0.04% of the portfolio, ranked #177.

Cascade Financial Partners first reported a position in GDX in Q1 2025 and has held it in 6 quarters since. The position peaked at $671K in Q1 2026. 1,122 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

Cascade Financial Partners held 6,369 shares of VanEck Gold Miners ETF worth $481K as of Q2 2026.
Cascade Financial Partners sold 943 VanEck Gold Miners ETF shares in Q2 2026, an estimated $83.3K.
VanEck Gold Miners ETF made up 0.04% of Cascade Financial Partners's portfolio in Q2 2026, its #177 holding.
Cascade Financial Partners first reported a position in VanEck Gold Miners ETF in Q1 2025 and has held it in 6 quarters since.
Cascade Financial Partners's VanEck Gold Miners ETF position peaked at $671K in Q1 2026.
1,122 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.