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

Congress 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
2025 Q2	$12.3M	Sell	236,147 -78,031	-25%	-$3.87M	0.12%	206
2025 Q1	$14.4M	Buy	314,178 +20,648	+7%	+$835K	0.17%	149
2024 Q4	$9.95M	Buy	293,530 +1,620	+0.6%	+$62.1K	0.14%	202
2024 Q3	$11.6M	Sell	291,910 -5,131	-2%	-$194K	0.15%	193
2024 Q2	$10.1M	Sell	297,041 -812	-0.3%	-$27.8K	0.16%	171
2024 Q1	$9.42M	Buy	297,853 +20,431	+7%	+$581K	0.16%	173
2023 Q4	$8.6M	Buy	277,422 +1,403	+0.5%	+$41.1K	0.16%	173
2023 Q3	$7.43M	Buy	276,019 +1,186	+0.4%	+$35K	0.15%	175
2023 Q2	$8.28M	Buy	274,833 +6,698	+2%	+$218K	0.19%	148
2023 Q1	$8.67M	Buy	268,135 +7,752	+3%	+$234K	0.21%	142
2022 Q4	$7.46M	Sell	260,383 -52,101	-17%	-$1.39M	0.19%	154
2022 Q3	$7.54M	Sell	312,484 -8,796	-3%	-$222K	0.2%	149
2022 Q2	$8.8M	Buy	321,280 +5,132	+2%	+$173K	0.22%	133
2022 Q1	$12.1M	Buy	316,148 +105,045	+50%	+$3.57M	0.27%	98
2021 Q4	$6.76M	Buy	+211,103	New	+$6.74M	0.13%	189

Other funds holding GDX

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Congress Wealth Management's GDX Position: Q2 2025 in Review

Congress Wealth Management reduced its VanEck Gold Miners ETF (GDX) stake by 25% in Q2 2025, selling an estimated $3.87M and leaving 236,147 shares worth $12.3M. The position accounts for 0.12% of the portfolio, ranked #206.

Congress Wealth Management first reported a position in GDX in Q4 2021 and has held it in 15 quarters since. The position peaked at $14.4M in Q1 2025. 939 funds tracked by Wall St. Rank hold GDX as of Q2 2025.

Congress Wealth Management held 236,147 shares of VanEck Gold Miners ETF worth $12.3M as of Q2 2025.
Congress Wealth Management sold 78,031 VanEck Gold Miners ETF shares in Q2 2025, an estimated $3.87M.
VanEck Gold Miners ETF made up 0.12% of Congress Wealth Management's portfolio in Q2 2025, its #206 holding.
Congress Wealth Management first reported a position in VanEck Gold Miners ETF in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's VanEck Gold Miners ETF position peaked at $14.4M in Q1 2025.
939 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.