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

Cherry Tree 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 Q1	$49.4K	Sell	538 -7,497	-93%	-$739K	0.01%	270
2025 Q4	$689K	Sell	8,035 -2	-0%	-$158	0.15%	87
2025 Q3	$614K	Sell	8,037 -2,074	-21%	-$125K	0.13%	84
2025 Q2	$526K	Sell	10,111 -400	-4%	-$19.9K	0.12%	86
2025 Q1	$483K	Sell	10,511 -2,961	-22%	-$120K	0.12%	90
2024 Q4	$457K	Hold	13,472	–	–	0.11%	95
2024 Q3	$536K	Hold	13,472	–	–	0.13%	89
2024 Q2	$457K	Sell	13,472 -696	-5%	-$23.9K	0.11%	97
2024 Q1	$448K	Hold	14,168	–	–	0.11%	95
2023 Q4	$439K	Sell	14,168 -1,500	-10%	-$43.9K	0.12%	93
2023 Q3	$422K	Sell	15,668 -400	-2%	-$11.8K	0.12%	89
2023 Q2	$484K	Buy	+16,068	New	+$524K	0.14%	86

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cherry Tree Wealth Management's GDX Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its VanEck Gold Miners ETF (GDX) stake by 93% in Q1 2026, selling an estimated $739K and leaving 538 shares worth $49.4K. The position accounts for 0.01% of the portfolio, ranked #270.

Cherry Tree Wealth Management first reported a position in GDX in Q2 2023 and has held it in 12 quarters since. The position peaked at $689K in Q4 2025. 1,182 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

Cherry Tree Wealth Management held 538 shares of VanEck Gold Miners ETF worth $49.4K as of Q1 2026.
Cherry Tree Wealth Management sold 7,497 VanEck Gold Miners ETF shares in Q1 2026, an estimated $739K.
VanEck Gold Miners ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #270 holding.
Cherry Tree Wealth Management first reported a position in VanEck Gold Miners ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's VanEck Gold Miners ETF position peaked at $689K in Q4 2025.
1,182 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.