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

Comprehensive 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	$6.48M	Sell	70,625 -9,129	-11%	-$899K	3.28%	6
2025 Q4	$6.84M	Buy	79,754 +53,295	+201%	+$4.21M	4.04%	8
2025 Q3	$2.02M	Sell	26,459 -3,138	-11%	-$189K	1.43%	17
2025 Q2	$1.54M	Sell	29,597 -1,639	-5%	-$81.3K	1.24%	16
2025 Q1	$1.44M	Sell	31,236 -2,903	-9%	-$117K	1%	16
2024 Q4	$1.16M	Buy	34,139 +15,662	+85%	+$601K	0.87%	14
2024 Q3	$736K	Buy	18,477 +8,223	+80%	+$311K	0.48%	16
2024 Q2	$348K	Buy	10,254 +3,071	+43%	+$105K	0.25%	27
2024 Q1	$227K	Buy	+7,183	New	+$204K	0.18%	27

Other funds holding GDX

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Comprehensive Wealth Management's GDX Position: Q1 2026 in Review

Comprehensive Wealth Management reduced its VanEck Gold Miners ETF (GDX) stake by 11% in Q1 2026, selling an estimated $899K and leaving 70,625 shares worth $6.48M. The position accounts for 3.28% of the portfolio, ranked #6.

Comprehensive Wealth Management first reported a position in GDX in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.84M in Q4 2025. 1,176 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

Comprehensive Wealth Management held 70,625 shares of VanEck Gold Miners ETF worth $6.48M as of Q1 2026.
Comprehensive Wealth Management sold 9,129 VanEck Gold Miners ETF shares in Q1 2026, an estimated $899K.
VanEck Gold Miners ETF made up 3.28% of Comprehensive Wealth Management's portfolio in Q1 2026, its #6 holding.
Comprehensive Wealth Management first reported a position in VanEck Gold Miners ETF in Q1 2024 and has held it in 9 quarters since.
Comprehensive Wealth Management's VanEck Gold Miners ETF position peaked at $6.84M in Q4 2025.
1,176 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on Comprehensive Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.