Castle Wealth Management’s VanEck Gold Miners ETF GDX Stock Holding History

Castle Wealth Management’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	$2.7M	Buy	35,829 +126	+0.4%	+$11.1K	0.8%	39
2026 Q1	$3.28M	Sell	35,703 -3,546	-9%	-$349K	1.06%	31
2025 Q4	$3.37M	Sell	39,249 -8,335	-18%	-$658K	1.12%	29
2025 Q3	$3.64M	Sell	47,584 -4,256	-8%	-$256K	1.23%	26
2025 Q2	$2.7M	Sell	51,840 -8,547	-14%	-$424K	0.98%	32
2025 Q1	$2.78M	Sell	60,387 -2,542	-4%	-$103K	1.09%	30
2024 Q4	$2.13M	Sell	62,929 -79	-0.1%	-$3.03K	0.84%	34
2024 Q3	$2.51M	Buy	63,008 +1,796	+3%	+$68K	1%	33
2024 Q2	$2.08M	Buy	61,212 +2,391	+4%	+$82K	0.99%	34
2024 Q1	$1.86M	Buy	58,821 +13,528	+30%	+$384K	0.97%	34
2023 Q4	$1.4M	Sell	45,293 -2,746	-6%	-$80.4K	0.84%	36
2023 Q3	$1.29M	Buy	48,039 +5,859	+14%	+$173K	0.92%	31
2023 Q2	$1.27M	Buy	+42,180	New	+$1.37M	0.89%	32
2022 Q4	–	Sell	-1,025	Closed	-$25K	–	305
2022 Q3	$25K	Hold	1,025	–	–	0.02%	300
2022 Q2	$28K	Buy	+1,025	New	+$34.6K	0.02%	280

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

Castle Wealth Management's GDX Position: Q2 2026 in Review

Castle Wealth Management increased its VanEck Gold Miners ETF (GDX) stake by 0.35% in Q2 2026, buying an estimated $11.1K and bringing the position to 35,829 shares worth $2.7M. The position accounts for 0.8% of the portfolio, ranked #39.

Castle Wealth Management first reported a position in GDX in Q2 2022 and has held it in 15 quarters since. The position peaked at $3.64M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

Castle Wealth Management held 35,829 shares of VanEck Gold Miners ETF worth $2.7M as of Q2 2026.
Castle Wealth Management bought 126 VanEck Gold Miners ETF shares in Q2 2026, an estimated $11.1K.
VanEck Gold Miners ETF made up 0.8% of Castle Wealth Management's portfolio in Q2 2026, its #39 holding.
Castle Wealth Management first reported a position in VanEck Gold Miners ETF in Q2 2022 and has held it in 15 quarters since.
Castle Wealth Management's VanEck Gold Miners ETF position peaked at $3.64M in Q3 2025.
1,115 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.