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Castleview Partners’s VanEck Gold Miners ETF GDX Stock Holding History

Castleview 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 		$410K Sell
5,429
-525
-9% -$46.4K 0.18% 132
2026
Q1 		$546K Sell
5,954
-3,355
-36% -$331K 0.28% 77
2025
Q4 		$798K Sell
9,309
-847
-8% -$66.9K 0.4% 56
2025
Q3 		$776K Buy
10,156
+663
+7% +$39.9K 0.42% 48
2025
Q2 		$494K Buy
9,493
+107
+1% +$5.31K 0.32% 77
2025
Q1 		$431K Sell
9,386
-4,698
-33% -$190K 0.29% 90
2024
Q4 		$498K Buy
14,084
+1,338
+10% +$51.3K 0.27% 92
2024
Q3 		$508K Sell
12,746
-2,879
-18% -$109K 0.29% 80
2024
Q2 		$530K Buy
15,625
+249
+2% +$8.53K 0.3% 78
2024
Q1 		$486K Buy
15,376
+13,399
+678% +$381K 0.27% 85
2023
Q4 		$61.3K Buy
1,977
+302
+18% +$8.84K 0.04% 268
2023
Q3 		$45.1K Sell
1,675
-310
-16% -$9.14K 0.04% 266
2023
Q2 		$59.8K Buy
1,985
+5
+0.3% +$163 0.05% 235
2023
Q1 		$64.1K Sell
1,980
-4
-0.2% -$121 0.06% 236
2022
Q4 		$56.9K Buy
1,984
+2
+0.1% +$53 0.06% 222
2022
Q3 		$48K Buy
1,982
+1,468
+286% +$37.1K 0.05% 259
2022
Q2 		$9.14K Sell
514
-1,865
-78% -$62.9K 0.01% 468
2022
Q1 		$91K Sell
2,379
-77,215
-97% -$2.62M 0.06% 246
2021
Q4 		$2.48K Buy
+79,594
New +$2.54M 0.02% 251
2021
Q2 		$154K Buy
+4,542
New +$166K 0.07% 240

Other funds holding GDX

ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Castleview Partners's GDX Position: Q2 2026 in Review

Castleview Partners reduced its VanEck Gold Miners ETF (GDX) stake by 8.8% in Q2 2026, selling an estimated $46.4K and leaving 5,429 shares worth $410K. The position accounts for 0.18% of the portfolio, ranked #132.

Castleview Partners first reported a position in GDX in Q2 2021 and has held it in 20 quarters since. The position peaked at $798K in Q4 2025. 182 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

  • Castleview Partners held 5,429 shares of VanEck Gold Miners ETF worth $410K as of Q2 2026.
  • Castleview Partners sold 525 VanEck Gold Miners ETF shares in Q2 2026, an estimated $46.4K.
  • VanEck Gold Miners ETF made up 0.18% of Castleview Partners's portfolio in Q2 2026, its #132 holding.
  • Castleview Partners first reported a position in VanEck Gold Miners ETF in Q2 2021 and has held it in 20 quarters since.
  • Castleview Partners's VanEck Gold Miners ETF position peaked at $798K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.