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Cassady Wealth & Retirement Planning’s VanEck Gold Miners ETF GDX Stock Holding History

Cassady Wealth & Retirement Planning’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 		$2.69M Buy
35,635
+3,987
+13% +$352K 1.25% 33
2026
Q1 		$2.79M Buy
31,648
+8,908
+39% +$878K 1.45% 27
2025
Q4 		$1.95M Buy
+22,740
New +$1.8M 1.27% 30

Other funds holding GDX

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BSL
Blue Sparrow LLC Dover, Delaware $10.3B AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cassady Wealth & Retirement Planning's GDX Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its VanEck Gold Miners ETF (GDX) stake by 13% in Q2 2026, buying an estimated $352K and bringing the position to 35,635 shares worth $2.69M. The position accounts for 1.25% of the portfolio, ranked #33.

Cassady Wealth & Retirement Planning first reported a position in GDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.79M in Q1 2026. 1,115 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 35,635 shares of VanEck Gold Miners ETF worth $2.69M as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 3,987 VanEck Gold Miners ETF shares in Q2 2026, an estimated $352K.
  • VanEck Gold Miners ETF made up 1.25% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #33 holding.
  • Cassady Wealth & Retirement Planning first reported a position in VanEck Gold Miners ETF in Q4 2025 and has held it in 3 quarters since.
  • Cassady Wealth & Retirement Planning's VanEck Gold Miners ETF position peaked at $2.79M in Q1 2026.
  • 1,115 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.