Clifford Swan Investment Counsel’s VanEck Gold Miners ETF GDX Stock Holding History

Clifford Swan Investment Counsel’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	$1.78M	Sell	23,546 -3,623	-13%	-$320K	0.06%	159
2026 Q1	$2.49M	Sell	27,169 -6,980	-20%	-$688K	0.08%	141
2025 Q4	$2.93M	Buy	34,149 +4,194	+14%	+$331K	0.1%	132
2025 Q3	$2.29M	Buy	29,955 +1,349	+5%	+$81.2K	0.08%	141
2025 Q2	$1.49M	Buy	28,606 +3,312	+13%	+$164K	0.05%	159
2025 Q1	$1.16M	Sell	25,294 -524	-2%	-$21.2K	0.04%	169
2024 Q4	$875K	Sell	25,818 -5,009	-16%	-$192K	0.03%	181
2024 Q3	$1.23M	Sell	30,827 -156	-0.5%	-$5.91K	0.04%	172
2024 Q2	$1.05M	Sell	30,983 -1,758	-5%	-$60.3K	0.04%	172
2024 Q1	$1.04M	Sell	32,741 -4,504	-12%	-$128K	0.04%	173
2023 Q4	$1.15M	Buy	37,245 +2,162	+6%	+$63.3K	0.04%	165
2023 Q3	$944K	Buy	35,083 +4,613	+15%	+$136K	0.04%	176
2023 Q2	$917K	Buy	30,470 +68	+0.2%	+$2.22K	0.04%	176
2023 Q1	$984K	Buy	30,402 +349	+1%	+$10.6K	0.04%	170
2022 Q4	$861K	Sell	30,053 -2,305	-7%	-$61.6K	0.04%	176
2022 Q3	$780K	Sell	32,358 -524	-2%	-$13.2K	0.04%	181
2022 Q2	$900K	Buy	32,882 +1,617	+5%	+$54.5K	0.04%	177
2022 Q1	$1.2M	Buy	+31,265	New	+$1.06M	0.04%	167
2014 Q3	–	Sell	-10,732	Closed	-$284K	–	251
2014 Q2	$284K	Buy	+10,732	New	+$257K	0.02%	223

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

Clifford Swan Investment Counsel's GDX Position: Q2 2026 in Review

Clifford Swan Investment Counsel reduced its VanEck Gold Miners ETF (GDX) stake by 13% in Q2 2026, selling an estimated $320K and leaving 23,546 shares worth $1.78M. The position accounts for 0.06% of the portfolio, ranked #159.

Clifford Swan Investment Counsel first reported a position in GDX in Q2 2014 and has held it in 19 quarters since. The position peaked at $2.93M in Q4 2025. 1,115 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

Clifford Swan Investment Counsel held 23,546 shares of VanEck Gold Miners ETF worth $1.78M as of Q2 2026.
Clifford Swan Investment Counsel sold 3,623 VanEck Gold Miners ETF shares in Q2 2026, an estimated $320K.
VanEck Gold Miners ETF made up 0.06% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #159 holding.
Clifford Swan Investment Counsel first reported a position in VanEck Gold Miners ETF in Q2 2014 and has held it in 19 quarters since.
Clifford Swan Investment Counsel's VanEck Gold Miners ETF position peaked at $2.93M in Q4 2025.
1,115 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.